NOC 6551 – Customer services representatives – financial institutions



Customer service representatives in this unit group 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.

Progression to supervisory positions is possible with experience.

Main Duties

Customer service representatives in this unit group perform 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.

Employment Requirements

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

All Titles

  • 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 officer, bank
  • 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


  • Banking, insurance and other financial clerks (1434)
  • Other customer and information services representatives (6552)
  • Supervisors, finance and insurance office workers (1212)
  • Supervisors of financial customer service representatives (See 6314 Customer and information services supervisors)


Processing Time

Program Categories Online On Paper
Canadian visa application processing time
Temporary Resident Visa
69 Days 69 Days
Visitor Record
193 Days 163 Days
Super Visa 127 Days 127 Days
Study Permit Made Outside Canada
9 Weeks 9 Weeks
Study Permit Made Intside Canada
4 Weeks 4 Weeks
Study Permit Extension 91 Days 108 Days
Post Graduation Work Permit Made Outside Canada 57 Weeks 57 Weeks
Post Graduation Work Permit Made Inside Canada 167 Days 78 Days
Briding Open Work Permit
167 Days 78 Days
Canadian immigration application processing time
Express Entry
21 Months 21 Months
Provincial Nominee Program
22 Months 22 Months
Self-employed Immigration
42 Months 42 Months
Federal Skilled Worker Program
29 Months 29 Months
Start-up Visa
32 Months 32 Months
Spouse/CommonLaw Sponsorship
14 Months 14 Months
(Grand) Parents Sponsorship
38 Months 38 Months
Canadian Citizenship/PR Card processing time
24 Months 24 Months
PR Card
92 Days 92 Days
PR Card Renewal
84 Days 84 Days

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