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