该小组履行以下部分或全部职责：

• 处理客户现金存款和取款、支票、转账、账单和信用卡付款、汇票、认证支票和其他相关银行交易
• 获取和处理提供服务所需的信息，例如开户和储蓄计划以及购买债券
• 出售旅行支票、外币和汇票
• 回答查询并解决有关客户帐户的问题或差异
• 告知客户可用的银行产品和服务以满足他们的需求。

• 可能需要工商管理大学文凭。
• 提供在职培训。
• 必须完成中学学业。

• 随着经验的积累，可能晋升到主管职位。

• 银行、保险和其他金融文员（14201）
• 其他客户和信息服务代表（64409）
• 监事、金融保险上班族（12011）
• 客户服务代表主管 - 金融服务（在62023 客户和信息服务主管中）
• 财务销售代表（63102）

This group performs some or all of the following duties:

• 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.

• A college diploma in business administration may be required.
• On-the-job training is provided.
• Completion of secondary school is required.

• Progression to supervisory positions is possible with experience.

• Banking, insurance and other financial clerks (14201)
• Other customer and information services representatives (64409)
• Supervisors, finance and insurance office workers (12011)
• Customer service representatives supervisor - financial services (in 62023 Customer and information services supervisors)
• Financial sales representatives (63102)