Bureau de Change Clerk Employment Contract UK

Responsibilities reflected in the contract

• Buy and sell authorised currencies accurately.
• Explain rates fees and transaction totals.
• Complete required customer verification.
• Balance tills cash and currency stock.
• Report counterfeit unusual and disputed transactions.

A realistic working scenario

At a customer-facing BDC desk and on connected systems the clerk processes currency sales, records cash and electronic payments, updates CRM and itinerary/payment records, issues receipts, and applies pricing or supplier amendments as authorised. The role completes handovers, logs missed actions, raises supplier changes, cancellations, refunds or payment exceptions to the travel operations or sales manager, and follows data protection and workplace controls for customer and financial information.

Outputs to agree

• Customer receipts and exchange transaction logs recorded in the document system and CRM
• Updated itinerary, ticketing and payment records in reservation/GDS or supplier booking systems
• Daily cash reconciliation, till reports and handover notes for travel operations or sales manager
• Escalation notices for supplier cancellations, refund requests or payment exceptions
• Calendar entries and correspondence for booked customer appointments and follow-ups

Records and evidence

• Exchange transaction log including currency, rates, amounts and receipt reference.
• Till reconciliation and daily cash report submitted to travel operations or sales manager.
• CRM customer record noting payment method, receipt and any exchange-related amendment.
• Itinerary/ticketing/payment amendment record in reservation or supplier booking system.
• Escalation record for supplier exception, refund, cancellation or out-of-hours issue.
• Work records.

Reporting relationship

Typically reports to Line Manager or Department Manager. Confirm the employer's actual reporting structure in the builder.

Authority and escalation

• The clerk may apply published exchange rates, accept cash and authorised electronic payments, issue receipts and update CRM or itinerary/payment records. The clerk must not approve supplier refunds, cancellations or out-of-hours exceptions; those require escalation to the travel operations or sales manager. Any suspected loss, unauthorised disclosure of customer/payment data or till shortfall must be reported immediately to the travel operations or sales manager for investigation.
• Obtain approval before committing expenditure, changing contractual commitments or making regulated or staffing decisions outside the assigned role.

Tools and systems

• Email.
• Document systems.
• Phone systems.

Workplace context

• Office, client premises, remote systems or assigned work locations.

Contract priorities

• Keep exchange, payment and itinerary/ticketing records accurate and up to date
• Complete daily till reconciliations and handover notes for travel operations or sales manager
• Escalate supplier cancellations, refund requests and payment exceptions to travel operations or sales manager
• Protect customer, supplier and operational records and report suspected data loss promptly
• Use reservation/GDS, CRM, document, email, calendar and phone systems only for authorised work

Information the employer should prepare

• the currencies services and opening hours
• the rate margin and transaction authority
• the customer-check and threshold process
• the till safe and cash-transfer limits
• the lone-work security and escalation plan