Personal Banking Officer
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Bank tellers or customer service representatives
NOC 2021: 64400 / NOC 2016: 6551
Financial sales representatives – Loan Officer/Account Manager
NOC 2021: 63102 / NOC 2016: 6235
Job Description
Bank tellers or customer service representatives
Customer service representatives in financial institutions handle customers’ financial transactions, including cashing cheques, completing money transfers and opening and closing accounts.
As a customer service representative in a financial institution you perform the following duties:
- Process customer cash deposits and withdrawals, cheques, transfers, bills and credit card payments, money orders, certified cheques
- Obtain and process information required for the provision of services, such as opening accounts and savings plans and purchasing bonds
- Sell travelers' cheques, foreign currency and money orders
- Inform customers of available banking products and services to address their needs.
Source: WorkBC Career Profile for Customer Services Representatives Financial Institutions
Financial sales representatives – Loan Officer/Account Manager
Financial sales representatives: sell basic deposit, investment and loan products and services to individuals and businesses.
You perform some the following duties:
- Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
- Interview applicants to determine the type of loan they need
- Promote the sale of deposit, investment, credit and loan products and guide clients through the application
- Examine, evaluate, and process credit and loan applications
- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
Source: WorkBC Career Profile for Financial Sales Representatives