Banking and Financial Services - Customer Service Representative

You’ll develop the cultural awareness and critical thinking skills you need to analyze and produce a broad range of discourse in a full spectrum of careers — and to make a difference in whatever you do.

Course Description:

This course prepares students for employment in the field of banking and financial services. Students participating in this course will learn essential computer, financial and professional skills. They will gain knowledge of the processes required to work as a clerk, an assistant to financial planner and assistant to banking officer within the financial sector or to start their own business. With an understanding of the various types of trading and investments students will be able to apply the technical and fundamental trading principles they learn as they begin their new career. Upon completion, students will be able to process cash deposits and withdrawals, process cheque and credit card payments, generate money orders and certified cheques, open accounts, sell
travelers cheques, trade stocks, balance daily transactions using calculators and computer programs, prepare customer statements, answer customer inquiries and assist those who provide investment and financial advice. In addition, students will learn computer software applications, word processing and spreadsheets which are an asset to any position. This program includes modules such as customer service and business skills valuable to all occupations including working as a bank teller or assistant to various financial service providers. The objective of this program is to help the student develop the skills and competences needed to succeed in banking and finance positions in both the public and private sector.

Course Outline:

Course Outline:  
Microsoft Windows  
Word Level I and II  
Excel Level I and II  
Bank Teller  
LLQP Module -1 Life Insurance  
LLQP Module -2 Accident and Sickness Insurance  
LLQP Module -3 Segregated Funds and Annuities  
LLQP Module -4 Ethics and Professional Practice  
Investment Funds in Canada  
Financial Planning  
Conduct and Practices Handbook (CPH)  
Stock Trading  
Financial Office Assistance  
Office Procedures  
Office Procedures  
Customer Service  
Business Communication  

Course Outcomes:

Upon successful completion of this course student will be able to:

  • Assist Financial Planners, Personal Banking Officers, Insurance Brokers and Investment Brokers and
  • Process banking transactions, including cash deposits and withdrawals
  • Balance daily transactions
  • Process cheques, transfers, bill and credit card payments and money orders
  • Open accounts and savings plans and assist in the purchasing of bonds
  • Prepare customer statements and other correspondence for mailing
  • Promote financial products and services
  • Identify various types of trading and investments and apply trading principles
  • Change foreign currency
  • Understand financial management and financial planning
  • Assist in providing financial and other information to clients
  • Sort and file deposit slips
  • Understand Canadian Insurance
  • Understand Conduct and Practices Handbook
  • Perform data entry
  • Prepare financial statements
  • Reconcile accounts
  • Portfolio reviews and client meeting preparation
  • Financial plan preparation
  • Portfolio proposal preparation
  • Familiarity with Mutual Funds, Equities, Bonds, and various Life Insurance solutions
  • Manage marketing activities and initiatives
  • Apply task management techniques effectively and efficiently
  • Choose appropriate methods of business communication in a variety of situations
  • Organize and record meetings and conferences
  • Communicate effectively with groups, one to one and with customers
  • Produce presentations and written reports

Career Opportunities

Graduates of this program will be able to start their career in trust companies, banks, credit unions, and other financial institutions. They will be able to work in entry level positions as
Bank Tellers
Financial Customer Service Representatives
Stock Traders
Assistant to Financial Planners
Assistant to Personal Banking Officers
Assistant to Insurance Brokers
Assistant to Investment Brokers
Assistant to Investment Advisor
Course Duration:52 Weeks

Do you have more questions?

Contact us

208-4900 Sheppard Avenue East Toronto, Ontario, M1S 4A7. CANADA


Unit #110, 350 Rutherford Road South Plaza 2, Brampton, Ontario, L6W 4N6 CANADA


305- 5001 Yonge street, North York, Ontario, M2N 6R9,Canada


Unit #402- 90 Burnhamthorpe West, Mississauga, Ontario, L5B 3C3



Are you ready to take the next step toward your future career?