62023 – Customer and information services supervisors

Broad Occupation Category

6 – Sales and service occupations

TEER

2 – Occupations usually require a college diploma or apprenticeship training of two or more years; or supervisory occupations

Major Group

62 – Retail sales and service supervisors and specialized occupations in sales and services

Broad Occupation Category

620 – Retail sales and service supervisors

Broad Occupation Category

6202 – Service supervisors

Customer and information services supervisors supervise and coordinate the activities of workers in the following unit groups: Customer service representatives – financial institutions (64400) and Other customer and information services representatives (64409). They are employed by banks, trust companies, credit unions and similar financial institutions, retail establishments, contact centers, insurance, telephone and utility companies, and other establishments throughout the private and public sectors.

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Example Titles

  • Call centre agent supervisor

  • Contact centre supervisor

  • Current accounts supervisor

  • Customer service representatives supervisor - financial services

  • Information clerks supervisor

Main Duties

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)

  • 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.

Employment Requirements

  • Experience in the occupation supervised is required.

  • Completion of college or industry courses related to financial or customer services may be required.