64400

Customer services representatives - financial institutions

TEER 4 — High-school diploma or several weeks of training

Express Entry skill level: No
Regulated in Québec: No
In demand in Manitoba: No

Classification

Sales & service

6 › 64 › 644 › 6440

Definition

Customer services representatives in financial institutions 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.

Main duties

This group performs some or all of the following duties:
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.

Example job titles

•bank teller
•credit union teller
•financial customer service representative
•foreign exchange teller - financial services

Overview

Under Canada's National Occupational Classification (NOC) 2021 system, NOC 64400 represents Customer Services Representatives within financial institutions. These professionals, often referred to as bank tellers or customer service representatives, are responsible for processing routine financial transactions such as deposits, cash withdrawals, bill payments, and foreign currency exchanges. They play a vital role in client retention by answering inquiries, promoting financial products and services, and directing customers to appropriate specialists for advanced banking needs.

Classified under TEER Category 4, this occupation typically requires a high school diploma and a short period of on-the-job training. While TEER 4 occupations are not directly eligible for the Federal Skilled Worker program under Express Entry without a provincial nomination, candidates may find viable pathways through specific Provincial Nominee Programs (PNPs) or the Atlantic Immigration Program (AIP) to obtain permanent residency in Canada.

Disclaimer: This information is for educational purposes only and does not constitute legal or immigration advice. For official and up-to-date program requirements, please consult Immigration, Refugees and Citizenship Canada (IRCC).

Educational overview summarizing this occupation. Always confirm against the official NOC profile and IRCC before relying on it.

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Occupation data: Statistics Canada / ESDC — National Occupational Classification (NOC) 2021.