Building society officer
Financial

Building society officers keep records relating to accounts and mortgages. They might work as customer advisers, dealing with customer transactions and enquiries. Some customer advisers work in contact centres.

Work Activities

Building society customer advisers deal with customer transactions and use computers to record amendments to savings accounts. They also help customers to open new accounts and advise on different methods of saving.

Branch building society officers might also deal with phone enquiries. They keep records and deal with routine administration relating to new savings accounts and mortgages.

Some customer advisers work in contact centres, where all the customer contact is by phone or online. They often work in large, open-plan offices and use headsets and computers.

Qualified and experienced building society officers handle customers' queries about financial services or mortgages. They might also deal with solicitors and surveyors regarding property transactions. Senior staff might also deal with mortgage arrears cases (when customers have fallen behind with their mortgage payments).

Staff working in branch offices might wear uniforms.

Personal Qualities and Skills

  • Enjoy meeting and talking to people.
  • Be able to communicate effectively, both verbally and in writing.
  • Be accurate with numbers and figure work.
  • Be able to use your initiative.
  • Motivation, enthusiasm and adaptability.
  • Customer service and teamwork skills.
  • A smart appearance.
  • IT skills.

Pay And Opportunities

Typical employers of building society officers

Opportunities for building society officers occur in building societies with branches in many towns and cities throughout the UK.

Qualifications

Applicants need a good standard of numeracy, literacy and communication skills. GCSEs or National 4/5s (or equivalent) at grade C or above in English and Maths are usually required. Some building societies set their own aptitude tests.

Many entrants have at least 4 GCSEs or National 4/5s (or equivalent) at grade C or above. Some people enter with at least A levels or Highers (or equivalent).

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