Occupational Profiles

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)

• Supervise, coordinate, assign, and review the work of clerks and agents engaged in conducting surveys and interviews, collecting and compiling statistics, providing information and customer service, and writing correspondence including emails and preparing materials
• 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.

• Experience in the occupation supervised is required.
• Completion of college or industry courses related to financial or customer services may be required.