Skills, Education and Experience

• excellent customer service skills
• strong oral and written communication skills
• work well with others
• detail-oriented and problem solving
• enjoy working with numbers
• able to multi-task
• able to keep customers’ financial information confidential

Bank teller/customer service representative

• Combination of high school diploma and on-the-job training
• Experience working in a fast-paced customer service oriented environment
• Basic computer skills, including accurate data entry and experience handling cash
• A degree in finance (or something similar) and/or the completion of the Investment Funds in Canada course, is an asset

Financial Services Representative

• High school diploma and extensive banking experience is usually required
• A bachelor’s degree or college diploma in a related field is preferred
• Completion of a loan or credit training program is usually required
• You are required to be licensed by the appropriate governing organization if you sell regulated financial products and investments

Note:  To work in this industry you must be bondable, have basic security clearance, a confidential security clearance, as well as a criminal record check.

Source: WorkBC

This occupation is not regulated in British Columbia.