NOC 64400: Customer services representatives - financial institutions

Customer services representatives in financial institutions process customers' financial transactions and provide information on related banking products and services. They are employed by banks, trust companies, credit unions and similar financial institutions.

Express Entry eligibility

• Skilled work (TEER 0 to 3): no, TEER 4 does not count for Express Entry.
• Canadian Experience Class: does not count.
• Federal Skilled Worker Program: does not count.
• Federal Skilled Trades Program: not one of the eligible trades.
• High-wage occupation (from November 3, 2026): no. No high-wage add-on, and a job offer in it earns no CRS points.

TEER 4: Occupations that usually need a high school diploma or several weeks of on-the-job training. Every program has other requirements too, such as language test results and, for FSW, a points test.

Category-based draws

NOC 64400 is not on any of IRCC’s occupation category lists. You can still be invited in general, Canadian Experience Class or other program draws if you qualify through other experience.

Category lists checked on canada.ca on 2026-10-17. IRCC category-based selection

CRS points for work in NOC 64400

None. Work in TEER 4 and 5 occupations earns no Canadian work points in the CRS.

See Canadian work points and the median-wage rule.

Main duties

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.

For Express Entry your duties must match the lead statement and most of the main duties above.

Example job titles

• bank teller
• credit union teller
• financial customer service representative
• foreign exchange teller - financial services

Employment requirements

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

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