该小组履行以下部分或全部职责：

客户服务代表主管-金融服务

• 监督、协调、分配和审查从事以下职责的文员的工作：提供信息和客户服务；服务于银行、信托公司等金融机构的客户
• 检查和验证工作的准确性并授权日常存取款
• 制定工作时间表和程序
• 与其他工作单位或部门协调活动
• 解决与工作相关的问题并准备和提交进度和其他报告
• 确定培训需求并对员工进行工作职责和公司政策方面的培训
• 确保电脑系统及设备运作顺畅，并安排保养及维修工作
• 可以履行与受监督工人相同的职责。

客户服务代表主管（金融服务除外）

• 监督、协调、分配和审查从事调查和访谈、收集和编制统计数据、提供信息和客户服务以及撰写信件（包括电子邮件）和准备材料的文员和代理人的工作
• 制定工作时间表和程序
• 与其他单位和部门协调活动
• 准备并提交进度报告和其他文件
• 确定培训需求并对员工进行工作职责和公司政策方面的培训
• 确保电脑系统及设备的顺畅运作及安排保养及维修工作
• 可以履行与受监督工人相同的职责。

• 需要有受监管职业的经验。
• 可能需要完成与金融或客户服务相关的大学或行业课程。

• 银行、信贷和其他投资经理（10021）
• 其他商业服务经理（10029）
• 零售和批发贸易经理（60020）
• 零售销售主管（62010）
• 监事、金融保险上班族（12011）
• 航空公司销售和服务代理主管（62022住宿、旅行、旅游和相关服务主管）

This group performs some or all of the following duties:

Customer service representatives supervisors - financial services

• Supervise, coordinate, assign and review the work of clerks engaged in the following duties: providing information and customer service; and serving customers in banks, trust companies and other financial institutions
• Examine and verify accuracy of work and authorize routine deposits and withdrawals
• Establish work schedules and procedures
• Coordinate activities with other work units or departments
• Resolve work-related problems and prepare and submit progress and other reports
• Identify training needs and train workers in job duties and company policies
• Ensure smooth operation of computer systems and equipment and arrange for maintenance and repair work
• May perform the same duties as workers supervised.

Customer service representatives supervisors (except financial services)

• Supervise, coordinate, assign, and review the work of clerks and agents engaged in conducting surveys and interviews, collecting and compiling statistics, providing information and customer service, and writing correspondence including emails and preparing materials
• Establish work schedules and procedures
• Coordinate activities with other units and departments
• Prepare and submit progress reports and other documentation
• Identify training needs and train workers in job duties and company policies
• Ensure the smooth operation of computer systems and equipment and arrange for maintenance and repair work
• May perform the same duties as workers supervised.

• Experience in the occupation supervised is required.
• Completion of college or industry courses related to financial or customer services may be required.

• Banking, credit and other investment managers (10021)
• Other business services managers (10029)
• Retail and wholesale trade managers (60020)
• Retail sales supervisors (62010)
• Supervisors, finance and insurance office workers (12011)
• Airline sales and service agents supervisor (in 62022 Accommodation, travel, tourism and related services supervisors)