customer service jobs in banking find your next job

A bank customer service representative must play many roles, not the least of which is to protect sensitive data and monies entrusted to his or her employer. Thus, anyone applying for bank customer service jobs must be able to follow strict regulations and guidelines.

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bank customer service representatives

about bank customer service jobs

Bank customer service representatives frequently work with money and may be required to perform sales duties as well. For instance, a job description for a bank customer service representative may highlight the need to “upsell” customers on the bank’s newest products, for example, a new line of credit or a new mortgage rate.

what bank customer service representative entail

Anyone applying for customer service jobs in the banking industry should expect to undergo a thorough background check and possibly a drug test.

average bank customer service salaries

average bank customer service salaries

It's difficult to pin down a median job salary available for bank customer service representatives. Some are paid hourly, others are salaried, and rates vary greatly depending on experience, job title and additional skills, such as bilingualism.

As with most professions, the longer you have worked in the industry, the higher the compensation you can expect to earn. In more general terms (not specifically the financial industry) customer service representative salaries range from about $25,000 to $50,000.

salaries across canada

  • toronto bank customer service salary


    $38,300 to $54,900

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  • vancouver bank customer service salary


    $38,800 to $55,200

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  • montreal bank customer service salary


    $36,000 to $51,500

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  • calgary bank customer service salary


    $39,100 to $55,800

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bank customer service representatives day to day tasks

your day to day tasks

As a bank customer service representative, a large part of your job involves communication, whether face-to-face or in a virtual setting, or a combination of both. Common duties for bank customer service representatives include:

  • helping customers
  • answering questions regarding the bank’s products and services
  • troubleshooting problems
  • researching and solving issues
  • learning sales techniques
  • inputting customer and bank data
  • training other bank employees
  • contacting customers
  • managing access to the bank vault
  • processing payments and monitoring the finances held at the bank
where bank customer service representatives can work

where you can work

Until there are no longer financial institutions, there will always be a need to fill customer service jobs in the financial industry.

The largest Canadian employers in the financial industry are the big five banks, however, insurance companies, consulting companies, and accounting companies may also require customer service representatives with some degree of financial expertise.

bank customer service jobs

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what bank customer service representatives bring to the table

what you bring to the table

A lot of trust is placed upon customer service representatives at banks. To that end, you must prove that you are client-focused, credible, patient, organized and capable.

As a bank customer service representative, you must always be ready to provide exceptional customer service. This job can require a lot of patience and can quickly become stressful when customers experience issues and become stressed themselves.

bank customer service representatives training and certifications

training and certifications

Becoming a bank customer service representative is ideal for your first job, especially if you do not have a university degree. Eevn so, some bank customer service jobs may require that applicants have prior customer service experience, though not necessarily at a financial institution.

Unless the job description says otherwise, most candidates should have a high school diploma or equivalent.

where bank customer service representatives career is headed

where your career is headed

Bank customer service representatives often report to a mid-level bank manager or supervisor. These are also the kind of roles that you can grow into as you gain experience as a customer service representative at your bank. Many bank customer service representatives also find that attending classes in sales techniques helps them advance their career.

latest bank customer service jobs available

  • Administrative Assistant New Westminster

    2019-05-22 New Westminster, British Columbia Permanent $ 17.00 per hour

    Our client a large bankruptcy trustees firm located with offices across British Columbia is looking for an administrative assistant/ customer service representative to join their New Westminster office. This position will be interviewing on Tuesday, May 28th Supporting the New Westminster office ...

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  • Senior Service Representative- Burlington 30862

    2019-05-22 Burlington, Ontario Temporary

    Are you passionate about the Banking Industry? Do you have excellent phone etiquette and have customer service experience? If so, we have an amazing opportunity for you! We are currently looking for 2 Senior Service Representatives to support our banking client in Burlington for a 12 month ...

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