目錄
簡介 Intro
本單元組的主管監督和協調以下單元組工人的活動：客戶服務代表 – 金融機構和其他客戶和信息服務代表。他們受僱於整個公共和私營部門的銀行，信託公司，信用社和類似金融機構，零售機構，聯絡中心，保險，電話和公用事業公司和其他機構。
Supervisors in this unit group supervise and co-ordinate the activities of workers in the following unit groups: Customer Service Representatives – Financial Institutions 6551 and Other Customer and Information Services Representatives 6552. They are employed by banks, trust companies, credit unions and similar financial institutions, retail establishments, contact centres, insurance, telephone and utility companies and other establishments throughout the private and public sectors.
主要職責 Main Duties
- 協調，分配和審查從事下列職責的文員工作：提供信息和客戶服務，以及在銀行，信託公司及其他金融機構為客戶提供服務
- Co-ordinate, 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
- 檢查和核實工作的準確性和授權日常的存款和取款
- Examine and verify accuracy of work and authorize routine deposits and withdrawals
- 建立工作時間表和程序，並協調與其他工作單位或部門活動
- Establish work schedules and procedures and co-ordinate activities with other work units or departments
- 解決工作相關的問題，並準備和提交進度報告及其他報告
- Resolve work-related problems and prepare and submit progress and other reports
- 確定培訓需求並培訓工作人員工作職責和公司政策
- Identify training needs and train workers in job duties and company policies
- 保證物資供應
- Requisition supplies and materials
- 確保計算機系統和設備順利進行，安排維護和修理工作
- Ensure smooth operation of computer systems and equipment and arrange for maintenance and repair work
- 可以執行普通員工的職責。
- May perform the same duties as workers supervised.
任職要求 Employment Requirements
- 必需具備在普通職業崗位經驗。
- Experience in the occupation supervised is required.
- 可能需要完成相關簿記和客戶服務的大學或行業課程。
- Completion of college or industry courses related to bookkeeping and customer services may be required.
所有職稱 All Titles
- 會計主管 accounts supervisor
- 呼叫中心主管 call centre supervisor
- 聯絡中心主管 contact centre supervisor
- 流動賬戶主管 current accounts supervisor
- 客戶賬戶主管 customer accounts supervisor
- 客戶服務文員主管 customer service clerks supervisor
- 客戶服務代表主管 – 金融服務 customer service representatives supervisor – financial services
- 客服主管（金融服務業除外） customer service supervisor (except financial services)
- 信息員主管 information clerks supervisor
- 保險箱主管 safety deposit box supervisor
- 儲蓄會計主管 savings accounts supervisor
- 儲蓄和信貸服務主管 savings and credit service supervisor
- 儲蓄主管 savings supervisor
- 主管，賬戶 supervisor, accounts
- 主管，呼叫中心坐席 supervisor, call centre agents
- 主管，客戶服務文員 supervisor, customer service clerks
- 主管，客戶服務代表 supervisor, customer service representatives
- 主管，客戶服務代表 – 金融服務 supervisor, customer service representatives – financial services
- 主管，信息員 supervisor, information clerks
- 主管，櫃員 supervisor, tellers
- 櫃員主管 tellers supervisor
不包括職稱 Exclusions
- 銀行，信貸和其他投資經理 Banking, credit and other investment managers 0122
- 其他商務服務經理 Other business services managers 0125
- 零售和批發貿易經理 Retail and wholesale trade managers 0621
- 零售銷售主管 Retail sales supervisors 6211
- 主管，金融和保險的上班族 Supervisors, finance and insurance office workers 1212