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Financial Customer Service Representative

Financial customer service representatives promote their financial institution’s products and services, open and close accounts, accept payments, exchange foreign currencies, keep records of transactions, and receive and pay out money.

Also Known As

Bank Teller, Banker, Customer Service Representative, Information Clerk, Personal Financial Services Specialist, Teller

NOC Codes

In Canada, the federal government groups and organizes occupations based on a National Occupational Classification (NOC) system. This alis occupation may not reflect the entire NOC group it is part of. Data for the NOC group can apply across multiple occupations.

The NOC system is updated every 5 years to reflect changes in the labour market. Government forms and labour market data may group and refer to an occupation differently, depending on the system used.

Here is how this occupation has been classified over time.

2006 NOC

  • 1433: Customer Service Representatives - Financial Services

2006 NOC-S

  • B533: Customer Service Representatives Financial Services

2011 NOC

  • 6551: Customer services representatives - financial institutions

2016 NOC

  • 6551: Customer services representatives - financial institutions

2021 NOC

  • 64400: Customer services representatives - financial institutions

2023 OaSIS

  • 64400.00: Customer services representatives - financial institutions
Duties
Updated Apr 11, 2022

Duties vary from one employer to another but, in general, financial customer service representatives (or tellers):

  • Handle transactions for current accounts such as savings accounts and personal chequing accounts
  • Sell foreign currency, traveller’s cheques, money orders, and drafts
  • Use machines to count the daily supply of cash
  • Promote the institution’s products and services at every chance
  • Guard against loss such as from fraud or impersonation
  • Handle and verify cash and currencies
  • Balance daily client transactions

They also may:

  • Process automated teller transactions, night deposits, mail deposits, term deposits, or retirement savings plan contributions
  • Sell various financial products
  • Refer customers interested in other financial products, such as investments and loans, to financial service representatives

When customers deposit or withdraw money, tellers enter transaction information on computer terminals. These automatically confirm the transactions and enter the information in the customer’s account record. Tellers must make sure cheques are valid before processing transactions.

At the end of each working day, tellers balance cash holdings to check for errors. When debits and credits do not balance, they search through the day’s transactions to find their mistakes.

Working Conditions
Updated Apr 11, 2022
  • Strength Required Lift up to 5 kg

The hours of financial customer service representatives vary from limited part time to full time. Most work part time. In some positions, they may need to work evenings or weekends.

They may be on their feet for most of the working day. Some banks now provide chairs with teller stands. Some provide desks so tellers can sit with customers. The work can be stressful during busy periods.

Work Personalities

In Alberta, this occupation is part of 1 or more 2023 National Occupational Classification (NOC) groups. If there are multiple related NOC groups, select a NOC heading to learn about each one.

How This Occupation Compares to Your Work Personalities

Fit
Fit Guide
An occupation can be a great, good, fair, weak, or poor fit for you.
C
Conventional
This occupation
You
E
Enterprising
S
Social
This occupation
You

This Occupation’s Work Personalities

Your Work Personalities

Quick Guide

Alis work personalities are based on Holland’s theory. It identifies 6 personality types: Realistic, Investigative, Artistic, Social, Enterprising, and Conventional. People with similar personalities and interests will tend to pursue similar careers. They are likely to create work environments that are favourable to their type.

Most people will identify with 2 or 3 dominant personalities. If the occupation’s personalities match your more dominant types, this occupation is more likely to be satisfying and rewarding to you.

This Occupation’s Work Personalities lists the personalities most likely to be found in that occupation. They are listed in order of importance, with 1 as the most important.

Your Work Personalities shows where the occupation’s personalities rank within your test results. Rank 1 is your most dominant type and 6 is your least dominant.

Learn about work personalities

Abilities

In Alberta, this occupation is part of 1 or more 2023 National Occupational Classification (NOC) groups. If there are multiple related NOC groups, select a NOC heading to learn about each one.

Customer services representatives - financial institutions
2023 OaSIS: 64400.00

How This Occupation Compares to Your Abilities

The graph below shows how well your scores match the overall abilities for this occupation.

The closer your ability scores are to the center, the more they match this occupation’s. The further away they are, the less they match this occupation’s.

The lower your ability scores are compared to the occupation’s, the more challenging the occupation will likely be for you. The higher your ability scores are compared to the occupation’s, the less challenging the occupation will likely be for you.

lower
a match
higher
Typical ability expectations for this NOC group
Your abilities

Abilities Sets

The 49 abilities are grouped into 5 abilities sets: Critical Thinking, Numbers and Patterns, Physical Activity, Mind-Body Coordination, and Senses.

Some abilities are more relevant to an occupation than other abilities. Individual abilities that are not relevant to an occupation are greyed out.

Critical Thinking

Critical Thinking includes 9 abilities related to identifying and solving problems, thinking of ideas, and communication, such as speaking and writing.

This is how well your scores match the set of Critical Thinking abilities for this occupation:

lower
a match
higher
Typical ability expectations for this NOC group
Your abilities

Numbers and Patterns

Numbers and Patterns includes 10 abilities related to math, memorizing, and multitasking. It also includes how we perceive patterns, shapes, and distances.

This is how well your scores match the set of Numbers and Patterns abilities for this occupation:

lower
a match
higher
Typical ability expectations for this NOC group
Your abilities

Physical Activity

Physical Activity includes 9 abilities related to strength, balance, flexibility, coordination, and endurance. 

This is how well your scores match the set of Physical Activity abilities for this occupation:

lower
a match
higher
Typical ability expectations for this NOC group
Your abilities

Mind-Body Coordination

Mind-Body Coordination includes 9 abilities related to movement control and how we react to signals. It also includes fine motor skills, such finger and hand dexterity and hand-eye coordination.

This is how well your scores match the set of Mind-Body Coordination abilities for this occupation:

lower
a match
higher
Typical ability expectations for this NOC group
Your abilities

Senses

Senses includes 12 abilities related to seeing, hearing, and speaking. 

This is how well your scores match the set of Senses abilities for this occupation:

lower
a match
higher
Typical ability expectations for this NOC group
Your abilities

Quick Guide

The abilities or aptitudes shown for this NOC group come from the Occupational and Skills Information System (OaSIS).

The abilities scores range from 1 to 5, with 5 being stronger.

Occupations use different combinations and levels of these abilities. The Abilities Quiz helps you learn more about your ability levels and which occupations match your strengths.

If you have completed the Abilities Quiz, you can compare the occupation’s ability expectations to your own ability scores. Your scores may be lower than, a match to, or higher than the occupation’s expected abilities.

Learn about abilities

Traits & Skills
Updated Apr 11, 2022

Financial customer service reps need:

  • Empathy, to be sensitive to customers’ feelings and attitudes
  • Flexibility and creativity to work in different situations and adapt to new ways of doing things
  • Communication skills
  • The ability to perceive and respond to customer needs
  • The ability to serve customers accurately, efficiently, and courteously even when a long line of people is waiting
  • The ability to keep customer information confidential
  • The ability to work effectively in a team environment

They should enjoy having clear rules and organized methods to guide their activities, such as working with the public, and operating computers and other business machines.

In Alberta, this occupation is part of 1 or more 2016 National Occupational Classification (NOC) groups. If there are multiple related NOC groups, select a NOC heading to learn about each one.

Top 10 Skills Employers Are Looking For

Customer services representatives - financial institutions

2016 NOC: 6551

This chart shows which job skills are currently in highest demand for this occupational group. It was created using this occupation's 55 most recent Alberta job postings, collected between Oct 27, 2021 and Jul 07, 2025.

Review these skills to learn:

  • Whether or not this occupation matches your skill set
  • What training you may need to get these skills
  • What skills to highlight in your resumé, cover letter, and interview.
Experience: 1 to less than 7 months
Personal Suitability: Excellent oral communication
Personal Suitability: Team player
Personal Suitability: Organized
Tasks: Promote financial products and services
Personal Suitability: Client focus
Personal Suitability: Effective interpersonal skills
Business Equipment and Computer Applications: MS Excel
Business Equipment and Computer Applications: MS Word
Personal Suitability: Excellent written communication
Educational Requirements
Updated Apr 11, 2022
  • Minimum Education Varies

Employers generally prefer to hire applicants who have related post-secondary education. They also prefer candidates to have experience in banking, retail, or other jobs with a lot of customer contact. During the 3- to 6-month on-the-job training period, trainees must meet specific standards of performance to become permanent employees.

Related Education

The following schools offer programs or courses that are related to this occupation but are not required to enter the field.

Canadian Imperial College
Red Deer Polytechnic
Southern Alberta Institute of Technology

To expand or narrow your program options, visit Post-Secondary Programs and start your search with:

Completing a program does not guarantee entrance into an occupation. Before enrolling in an education program, prospective students should look into various sources for education options and employment possibilities. For example, contact associations and employers in this field.

Certification Requirements
Updated Apr 11, 2022
  • Certification Not regulated

There is currently no provincial legislation regulating this occupation in Alberta.

Employment & Advancement
Updated Apr 11, 2022

Financial customer service representatives work for financial institutions such as chartered banks, credit unions, and trust companies. They also work for companies that provide money transfer and cheque cashing services.

With experience, they often move into other sales positions or departments. Many banks provide funds to help their employees further their education on a part-time basis. Some provide in-house training programs. Others allow employees to transfer from one branch to another to broaden their background knowledge and advance to more senior positions.

Industry Concentration

This section shows the industries where the majority of people in this occupation work. The data is based on the 2016 Census.

In Alberta, this occupation is part of 1 or more 2016 National Occupational Classification (NOC) groups.

Customer services representatives - financial institutions
2016 NOC: 6551

93.8% of people in this occupational group work in:

NOC groups often include several related occupations. Although there is labour market data for the larger NOC group, this occupation makes up only a part of that group. It means data for this occupation may be different than the data shown. For examples, see Note.

3-Year Job Market Forecast

This section shows the Alberta job market condition, or short-term demand forecast, for this occupation over a 3-year period. It also shows the number of people employed in the occupation.

In Alberta, this occupation is part of 1 or more 2021 National Occupational Classification (NOC) groups.

Customer services representatives - financial institutions
2021 NOC: 64400
Balanced
Job Market
5,400
Employed in AB

Source: 2024-2026 Alberta Short-Term Employment Forecast

NOC groups often include several related occupations. Although there is labour market data for the larger NOC group, this occupation makes up only a part of that group. It means data for this occupation may be different than the data shown. For examples, see Note.

To see data for all occupations, visit Occupations in Demand.

5-Year Job Market Forecast

This section shows the employment outlook for this occupation in Alberta over a 5-year period.

Employment outlook is influenced by a wide variety of factors including:

  • Time of year (for seasonal jobs)
  • Location in Alberta
  • Employment turnover (when people leave existing positions)
  • Occupational growth (when new positions are created)
  • Size of the occupation
  • Trends and events that affect overall employment, especially in the industry or industries from the previous list

In Alberta, this occupation is part of 1 or more 2016 National Occupational Classification (NOC) groups.

Customer services representatives - financial institutions
2016 NOC: 6551
2.0%
Annual Growth
(Below average)
124
New Positions

Source: 2021-2025 Alberta Regional Occupational Demand Outlook

Annual growth is from 2021 to 2025. New positions created each year are in addition to job openings created by employment turnover.

NOC groups often include several related occupations. Although there is labour market data for the larger NOC group, this occupation makes up only a part of that group. It means data for this occupation may be different than the data shown. For examples, see Note.

Employment turnover is expected to increase as members of the baby boom generation retire over the next few years.

Wage & Salary
Updated Apr 11, 2022

In Alberta, this occupation is part of 1 or more 2021 National Occupational Classification (NOC) groups. If there are multiple related NOC groups, select a NOC heading to learn about each one.

Customer services representatives - financial institutions

2021 NOC: 64400
Average Wage
$23.25
Per Hour
Average Salary
$44,445.00
Per Year
Average Hours
37
Per Week
Average Months on Payroll
12
Survey Methodology Survey Analysis

Source
2023 Alberta Wage and Salary Survey

NOC 64400 Wage Profile

Unless otherwise noted, the data shown here is for all industries and all regions in Alberta.

All wage estimates are hourly except where otherwise indicated. Wages and salaries do not include overtime hours, tips, benefits, profit shares, bonuses (unrelated to production), and other forms of compensation.

To see the full survey data for this NOC group, visit the wage profile.

Other wage sources
To make an informed wage and salary decision, research other wage sources to supplement this data.

C: Lower Reliability
Data Reliability Code Definition

Lower Reliability, represents a CV of between 15.01% and 33.00% and/or if fewer than 20 survey observations and/or if survey observations represent less than 33% of all estimated employment for the occupation.


Hourly Wage

For full-time and part-time employees
  • Low
  • High
  • Average
  • Median
Starting
Overall
Top

Hourly Wage

For full-time and part-time employees
Wages* Low (5th percentile) High (95th percentile) Average Median
Starting $18.63 $24.52 $22.05 $20.19
Overall $21.01 $28.42 $23.25 $21.54
Top $22.56 $36.06 $25.78 $24.86

Swipe left and right to view all data. Scroll left and right to view all data.

* All wage estimates are hourly except where otherwise indicated. Wages and salaries do not include overtime hours, tips, benefits, profit shares, bonuses (unrelated to production) and other forms of compensation.

Pay brackets for hourly wages

  • Starting pay: average pay offered for entry-level positions
  • Overall pay: average pay across all employees in this occupation
  • Top pay: average pay offered to top-paid employees

Industry Information

ALL INDUSTRIES
Finance, Insurance, Real Estate, Leasing

Skills Shortage

Employers that Recruited in the Last 2 Years
69%
69%)
Recruiting Employers that Experienced Hiring Difficulties
22%
22%
Employers with Unfilled Vacancies of over 4 Months
0%
0%
Vacancy Rate
N/A
Related Post-Secondary Field of Study
  • Business, Management and Administrative Studies
  • Clerical and Administrative Support
  • Personal and Food Services

Updated Mar 31, 2022. The information contained in this profile is current as of the dates shown. Salary, employment outlook, and educational program information may change without notice. It is advised that you confirm this information before making any career decisions.

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