Job Duties for Customer services representatives – 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.
Working Conditions for Customer services representatives – financial institutions
Work is performed in an office environment than can be very fast-paced.
Alternate Job Titles
- Accounts Information Service Clerk - Financial Institution
- Bank Customer Service Officer
- Bank Teller
- Credit Union Teller
- Current Account Representative - Financial Services
- Customer Service Agent - Financial Institution
- Customer Service Representative - Financial Services
- Financial Customer Service Representative
- Foreign Exchange Teller - Financial Services
- Head Teller - Financial Services
- Proof Teller - Bank
- Savings Account Teller - Financial Services
- Senior Teller - Financial Services
- Teller - Financial Services
- Teller Trainee
- Trust Company Teller
- Bank Teller
- Credit Union Teller
- Financial Customer Service Representative
- Foreign Exchange Teller - Financial Services