How to become a customer services representatives - financial institutions
Official title: Customer services representatives - financial institutions
Also called: Teller - financial services, Bank customer service officer, Head teller - financial services, Senior teller - financial services, Financial customer service representative, Savings account teller - financial services, Foreign exchange teller - financial services, Customer service agent - financial institution, Current account representative - financial services, Customer service representative - financial services, Accounts information service clerk - financial institution, Bank teller
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 tasks
- 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
How to become one
Completion of secondary school is required. A college diploma in business administration may be required. On-the-job training is provided.
Pay · Outlook
- Median pay: $43,875 a year The middle half earn $39,000 to $49,998.
- About 71,500 people worked in this job in 2023, and about 78,800 are projected by 2033. (+10.2%)
- Projected labour market to 2033: balance.
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Questions people ask
How do I become a customer services representatives - financial institutions?
Completion of secondary school is required. A college diploma in business administration may be required. On-the-job training is provided.
How much does a customer services representatives - financial institutions earn in Canada?
Median full-time pay is $43,875 a year (Employment and Social Development Canada (Job Bank)). The middle half earn $39,000 to $49,998.
Is a customer services representatives - financial institutions a growing career in Canada?
Yes. Employment is projected to grow 10% by 2033, from about 71,500 to about 78,800 people (Employment and Social Development Canada).
Do you need a degree to become a customer services representatives - financial institutions?
Not always. 32% of people in this job hold a bachelor's degree or higher.
Sources
- Statistics Canada: Census 2021: employment by occupation, gender and education (98-10-0449) (2021 Census), Statistics Canada Open Licence, retrieved 2026-10-03
- Statistics Canada: National Occupational Classification (NOC) 2021 (Version 1.0), Open Government Licence - Canada, retrieved 2026-10-03
- Employment and Social Development Canada: Canadian Occupational Projection System (COPS) (2024 to 2033), Open Government Licence - Canada, retrieved 2026-10-03
- Employment and Social Development Canada (Job Bank): Wages by occupation (2025 (revised 2025-11-19)), Open Government Licence - Canada, retrieved 2026-10-03
Updated 2026-10-03