Banking services representative, Māngai ratonga pēke
Also known as
- Banking customer service consultant, customer service banker, bank worker
Banking services representatives assist new or existing customers of a bank. They provide information about banking services and lending rates.
Your pay could be
$61K
Lower
$74K to $104K
Most common
$174K
Upper
How does this pay compare?
Pay is before tax
Banking services representatives
- usually work regular business hours
- usually work in banks
- need to be methodical, accurate and communicate well
Tasks
- Execute sales or other financial transactions.
- Compile data or documentation.
- Enter information into databases or software programs.
- Type documents.
- Collect deposits, payments or fees.
- Explain regulations, policies, or procedures.
- Discuss goods or services information with customers or patrons.
- Obtain personal or financial information about customers or applicants.
- Interview employees, customers, or others to collect information.
- Refer customers to appropriate personnel.
You usually learn on the job to become a banking services representative and a qualification may be useful.
You need
- to pass a police check
You may need
- a New Zealand Certificate in Financial Services (Level 5)
- experience in similar work
If you’re in school
You usually don’t need specific NCEA levels for this job, but Level 2 may be useful.
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