Job Description: Financial Services Clerk


Job title

Financial Services Counter Clerk

Reports to

Financial Services Supervisor 

Location of work 

Jersey Post Offices


Role Purpose

To maximise sales and encourage all staff to attain the highest possible standards of Customer Service, while ensuring all processes, procedures and policies are followed accurately and efficiently. 

Society’s Vision

To make a real difference to the communities we serve 

Society’s Mission

To develop and protect long-term member value 

Society’s Values

COOPERATION: embracing the co-operative principles in everything we do.

OPENNESS: honesty and trustworthy in what we say and how we behave. Being prepared to listen.

PASSION: pride in our business, determination to succeed, radiating positive energy.

EMPOWERMENT: providing opportunity, encouraging contribution and involvement, believing in our people.

RECOGNITION: ensuring our colleagues are appreciated, valued and rewarded for their achievements. 



Your main duties include but not limited to:-

  1. To focus on both administrative duties and sales opportunities.
  2. To work with the Supervisor to ensure best service to customers, Society Members and clients of Jersey Post Offices.
  3. To ensure that the counter is kept tidy and that any point of sale or official notices are replenished, in date and displayed correctly.
  4. To ensure that Dynamics, Contis, Ultrapos and Jersey Post policies and procedures are adhered to.
  5. To drive sales through our Foreign Exchange/Currency Card business and any other products offered for retail sale, over our Financial Service Counters.
  6. To ensure all Shareholder financial transactions and maintenance is processed to the highest level of accuracy and customer service, whilst adhering to local legislation and company policy.
  7. To follow strict Anti-Money Laundering policies and procedures at all times, ensuring a high level of compliance is maintained.
  8. To adhere to the Society’s polices regarding Employment Law, Health and Safety and Data Protection.
  9. To perform daily housekeeping routines, maintaining the correct levels of cash/stock required to function efficiently.
  10. To maintain accurate accounts and floats to ensure that any gains or losses are kept to a minimum, ensuring any large discrepancies are escalated appropriately and timely.
  11. To perform any other duties in conjunction with the Supervisor and Line Management as required for a successful operation.
  12. To follow the Aims and Values of the Society.


  • Ability to work well as part of a team and autonomously
  • Excellent attention to detail and accuracy skills
  • Annual Compulsory AML training
  • Good at working under pressure
  • Good working knowledge of computer systems
  • Mobile with a flexible approach to working location.
  • Excellent numeracy skills
  • Fresh and positive outlook

To apply click here.

Further information, please contact our HR team on 01534879822 or to email please click here