NOC 14201 · TEER 4

银行、保险及其他金融文员

Banking, insurance and other financial clerks

所属大类：行政与财务支持及供应链物流职业（Administrative and financial support and supply chain logistics occupations）

这个职业做什么

Banking, insurance and other financial clerks compile, process and maintain banking, insurance and other financial information. They are employed by banks, credit companies, private and public insurance establishments, investment firms and other financial establishments throughout the private and public sectors.

雇主常用头衔（点击直达在招职位）

去看在招职位（跳转外部网站）：Job Bank LinkedIn Indeed

各省薪资范围

地区	低	中位	高
全国	$18.46/时	$25.33/时	$36.62/时
阿省 AB	$15.00/时	$26.87/时	$39.06/时
BC 省	$19.75/时	$24.00/时	$34.00/时
曼省 MB	$17.00/时	$22.30/时	$34.87/时
新不伦瑞克 NB	$16.00/时	$22.33/时	$30.77/时
纽芬兰 NL	$18.46/时	$25.00/时	$32.97/时
新斯科舍 NS	$17.79/时	$20.79/时	$26.67/时
安省 ON	$18.00/时	$25.48/时	$35.90/时
爱德华王子岛 PE	$20.51/时	$27.48/时	$35.00/时
魁省 QC	$21.98/时	$29.33/时	$38.46/时
萨省 SK	$17.00/时	$27.31/时	$35.38/时

来源：Job Bank / ESDC 公开数据 · 截至 2025-11-19

主要职责

Bank Clerks
Compile records of deposits, withdrawals, loan and mortgage payments, cheques and purchase, sale and exchange of securities
Process loan and mortgage applications, loan and mortgage payments, retirement savings plan applications, term deposits, drafts and money orders
Verify and balance automatic teller machine transactions and ledger entries, calculate service charges and interest payments and notify customers regarding account discrepancies and captured bank cards
Answer enquiries and provide information on banking products, policies and services
May sell drafts, money orders, travellers' cheques and foreign currency, rent safety deposit boxes and open and close savings, chequing and other accounts.
Insurance clerks
Process enrolments, cancellations, claims transactions, policy changes and premium payments
Review insurance applications and verify insurance coverage, premiums paid and other insurance information
Calculate insurance premiums, pension benefits and annuity payments
Compile and maintain claims data, rates and insurance data and records
Answer enquiries and provide information on insurance products, policies and services.
Other financial clerks
Compile and maintain rental, sale and other real estate listings
Compile and maintain stock, bond and other securities listings
Sort, verify and process real estate, securities and other financial transactions
Answer enquiries and reply to correspondence.

雇佣要求

Completion of secondary school is required.
A business college diploma may be required.
On-the-job training and short-term training courses or programs specific to the financial establishment are usually required.

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