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Financial Services Clerk

Our client is seeking a Financial Services Counter Clerk to join their team on a permanent, full-time basis. Based within a Post Office environment, the role is responsible for delivering outstanding customer service while carrying out financial transactions and administrative duties with a high degree of accuracy. The successful candidate will be confident handling cash, working under pressure, and following policies and procedures with care and diligence.

Job Duties:

  • Deliver excellent customer service to clients and members across a range of financial services
  • Assist the Supervisor in ensuring a smooth, professional service at the counter
  • Maintain a tidy, well-stocked and compliant counter area, including correct display of notices and promotional materials
  • Adhere to all procedures related to Dynamics, Contis, Ultrapos, and Post Office policies
  • Accurately process shareholder financial transactions and account maintenance
  • Comply with Anti-Money Laundering requirements and maintain high standards of compliance
  • Carry out daily routines including stock and cash management
  • Maintain accurate accounts and floats, reporting any discrepancies as required
  • Observe Society policies in relation to employment law, health and safety, and data protection
  • Support other operational tasks as directed by the Supervisor or Line Manager

Job Requirements:

  • Strong numeracy and attention to detail
  • Ability to work independently and collaboratively as part of a team
  • Patience and a calm approach under pressure
  • Good communication and customer service skills
  • Reliable and self-motivated with strong time management
  • Flexible, with a willingness to work in different locations if needed
  • Competent IT skills and familiarity with computer systems
  • Annual AML training attendance required
  • Well-presented and professional attitude

What You’ll Love:

Our client takes pride in their values, promoting openness, recognition, and empowerment in the workplace. They offer a supportive team environment where staff are valued and appreciated, with clear policies, thorough training, and a shared commitment to delivering excellent service to the community.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here  

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