64400 Customer services representatives - financial institutions

What this occupation covers

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.

Official main duties

The NOC profile lists 5 main duties for this code.

• 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.

Do not copy these lines into your reference letter. The letter has to describe what you actually did, in your employer’s words. DUTYPROOF flags wording lifted from the NOC as something to review, and an officer reading a letter that mirrors the NOC reads it the same way.

What DUTYPROOF screens for

This is DUTYPROOF’s screening threshold, not IRCC’s decision. For this NOC, screening requires at least 2 of its 5 official duties to be evidenced in your own words, plus the required letter elements. IRCC asks that you performed the actions in the occupation’s lead statement and a substantial number of its main duties — so treat the duty coverage as the number that matters, not the badge.

Codes this one is confused with

The NOC profile names these itself. Choosing the wrong code of a look-alike pair is the most common way genuine work experience fails to establish eligibility.

• 14201 Banking, insurance and other financial clerks
• 62023 Customer and information services supervisors
• 63102 Financial sales representatives
• 64409 Other customer and information services representatives
• 12011 Supervisors, finance and insurance office workers

Excluded from this code

• Banking, insurance and other financial clerks (See 14201 Banking, insurance and other financial clerks)
• Customer service representatives supervisor - financial services (See 62023 Customer and information services supervisors)
• Financial sales representatives (See 63102 Financial sales representatives)
• Other customer and information services representatives (See 64409 Other customer and information services representatives)
• Supervisors, finance and insurance office workers (See 12011 Supervisors, finance and insurance office workers)

Job titles filed under this code

A title on this list does not by itself put your experience in this code — the duties in your letter decide that.

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

Employment requirements

• Completion of secondary school is required.
• A college diploma in business administration may be required.
• On-the-job training is provided.