Clerks in the financial services process customers’ financial transactions and provide information on related products and services.
Duties May Include
Bank clerks compile bank transaction records and process mortgage/loan applications, payments, term deposits, bank drafts, and money orders. They also verify and balance ATM transactions/ledger entries and calculate service charges/interest payments. They notify customers of account problems and answer questions regarding banking products, policies, and services.
Insurance clerks process enrolments, cancellations, claims transactions, and policy changes as well as process/calculate premium, pension, and annuity payments. They review insurance applications/policies; verify coverage, premiums paid, and other insurance information; and answer questions. They also compile and maintain claims data, rates, and insurance data/records.
Other financial clerks compile and maintain rental/sale real estate listings as well as stock, bond, and other securities listings. They sort, verify, and process real estate, security, and other financial transactions. They may answer questions and reply to correspondence.
Examples of Titles
Customer Service Representative
The National Occupational Classification (NOC) Code found next to the name of the career is a 4-digit code that classifies occupations by different skill types and skill levels.
The information on careers is adapted from Canadian Occupational Projection System, a project by Human Resources and Skills Development Canada, which uses annual data to analyze trends in labour.
© Canadian Occupational Projection System, Human Resources and Skills Development Canada, 2011.
© JobFutures, Labour Force Survey, 2006.
© National Occupational Classification, Human Resources Skills and Development Canada, 2006.
© Working in Canada, Labour Force Survey, 2009.