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Customer service representatives in this unit group process customers' financial transactions and provide information on related banking products and services. They are employed by banks, trust companies, credit unions and similar financial institutions.
Process customer cash deposits and withdrawals, cheques, transfers, bills and credit card payments, money orders, certified cheques and other related banking transactions.
Obtain and process information required for the provision of services, such as opening accounts and savings plans and purchasing bonds.
Sell travellers' cheques, foreign currency and money orders.
Answer enquiries and resolve problems or discrepancies concerning customers' accounts.
Inform customers of available banking products and services to address their needs.
Essential Skills
- Oral communication
- Decision making
- Critical thinking
- Computer use
- Continuous learning
Specific Skills
- Promote financial products and services
- Balance daily transactions
Work Setting
- Financial services
Work Conditions and Physical Capabilities
- Fast-paced environment
Security and Safety
- Criminal record check (abstract)
Own Tools/Equipment
- Office equipment and supplies
- Computer
- Printer