Customer service representatives in financial institutions process customers' financial transactions and provide information on related banking products and services.

• 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.
  

Bank Teller
Credit union teller
Financial customer service representative
Foreign exchange teller - financial services

Customer service representatives in financial institutions are employed by banks, trust companies, credit unions and similar financial institutions.