Job Title: Customer Services Clerk
Reports To: Team Leader
Business Unit: Postbank Operations
Position Status: Fixed-Term Contract
Location: Various Post Office
Local Municipalities:
Malmesbury ×2
Piketberg ×2
Knysna ×2
Heidelberg ×2
Plettenberg Bay ×2
Purpose of the Job
The Customer Service Clerk (CSC) serves as Postbank’s in-store banking representative within partnered retailers.
The CSC provides frontline assisted support to customers who require help initiating or completing banking transactions, bridging the gap between traditional in-branch experiences and digital/self-service channels (ATM Solutions, Mobile App, and USSD).
This role ensures every assisted transaction aligns with Postbank’s governance, KYC/AML, and operational standards, while maintaining a consistent customer experience across distributed banking channels.
Note:
Could be requested to move across sites within a 30km radius should we not be able to get all the listed sites above.
Job Responsibilities
Customer Interaction & Support
Welcome customers and identify their service need (deposit, withdrawal, redemption, balance, or book update).
Authenticate customers using ID and/or registered MSISDN.
Verify account status (CIF profile, KYC, AML compliance).
Educate customers on Postbank’s digital channels and how to use them.
Maintain professional, empathetic, and efficient service at all times.
Transaction Facilitation
Initiate assisted transactions using the CSC terminal/tablet.
Generate secure barcodes or OTP slips for cash transactions (Deposits / Withdrawals / Book Updates).
Print and hand the customer the barcode slip to present to the Retailer Teller for completion.
Confirm the transaction status post-fulfilment via the Ops Console.
Handle exceptions (expired OTPs, invalid accounts, failed validations).
Operational Controls & Governance
Ensure all vouchers/tokens follow defined lifecycle states (Created → Used → Expired → Cancelled).
Submit daily reconciliations to Postbank’s operational team.
Log all exceptions and escalations for Call Centre/Back Office resolution.
Adhere to security, data privacy, and anti-fraud protocols.
Comply with voucher expiry policies (≤ 60 minutes) and reporting obligations.
Customer Education & Migration
Promote the use of self-service channels (ATM Solutions, Mobile App, USSD).
Demonstrate in-app or USSD processes where possible.
Support first-time digital activations (device linking, PIN resets).
Service & Quality
Maintain service standards in accordance with Postbank’s Service Level Agreements (SLAs).
Participate in continuous service-improvement feedback loops with the Regional Supervisor.
Ensure all customer data is treated with strict confidentiality.
Minimum Qualifications and Experience Required
Matric (Grade 12) – essential
NQF 5 or higher in Banking / Financial Services / Customer Management – preferred
Minimum 2 years’ customer-facing or teller experience (Banking / Retail / Financial Services)
Familiarity with Postbank or similar financial platforms advantageous
Experience as a Customer Services Consultant/Cashier or in any other Customer Service role will be an added advantage
MS Office: Word, Excel, PowerPoint, Outlook
Skills & Attributes
Listening skills
Understanding of Postbank products & services
Ability to communicate in the most commonly used local language of the area
Interpersonal skills
Time management
Stress management
Basic financial skills
Familiarity with Switch/Core Banking concepts
Honesty & Integrity
Customer orientated
Basic digital literacy (Mobile App / USSD / ATM processes)
Experience using customer service tablets, barcode printers, or POS systems
Ability to work under pressure
Flexibility
High attention to detail
Accuracy and mental alertness
Ability to work independently and in a team
Clean criminal record
How to Apply
STEP 1
If you wish to apply and meet the requirements, please send your:
CV
Certified copy of ID
Certified copies of Matric certificate and Post Matric Qualifications
Certified Drivers license
Proof of residential address
Send to: RecruitmentWC@postbank.co.za
All documents must be newly certified and not older than 3 months.
STEP 2
RecruitmentWC@postbank.co.za
will send you the consent form that you are required to complete and submit within 48 hours to the same email address.
The South African Postbank SOC Limited envisages receiving large volumes of applications, thus candidates who fail to complete their applications in full will not be considered.
Closing Date: 11 March 2026
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