Customer services representatives in financial institutions perform some or all of the following duties:

• Process financial transactions such as deposits, withdrawals, and bill payments
• Provide information on banking products and services to customers
• Open, update, and close customer accounts
• Promote financial products such as credit cards, loans, and investment options
• Resolve customer complaints and account discrepancies
• Maintain and balance daily cash transactions and records

These are the typical employment requirements and benefits associated with this occupation in Canada:

• Completion of secondary school is required
• Post-secondary education in business, finance, or a related field is often preferred
• On-the-job training is typically provided by employers
• Strong communication, customer service, and problem-solving skills are essential
• Basic computer and financial system knowledge is required
• Bilingual ability (English/French) is a strong asset