Building society manager job

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Helen Smith is a building society branch manager with a Building Society, working at a branch in Lancashire. With a background in retail and sales, Helen decided to use her skills in the financial sector.

What is your role?

My role is varied and I have a very hands-on approach. I generally focus on the day-to-day running of the branch by leading and managing all aspects of the products and services we provide. As well as this, I ensure that we provide a firstclass service to our clients – both new and old. I coach and develop staff and I'm always looking for business opportunities.

What are your duties?

No two days are the same. However, in a typical week I will have mortgage meetings with customers, deal with enquiries at the investment counter, carry out the administration work involved in processing mortgage applications and monitor our sales targets. I keep staff up to date by giving them daily briefings on sales objectives and my expectations for the day ahead. I also attend courses and I'm responsible for staff training.

What hours do you work?

My working hours are 9.00am to 5.00pm from Monday to Friday, and I work two Saturday mornings each month.

What is working in your branch like?

The branch design is open plan and provides a comfortable environment for the customers and staff. The atmosphere within the office is very friendly.

Who do you work with?

At the branch, I work alongside colleagues and customers. I have regular contact with my area manager and the other branch managers in the area. This provides the opportunity to share ideas and resources.

What skills do you need to become a building society manager?

You must have good communication and numeracy skills, as well as customer service experience. You also need leadership and organisational skills, and the ability to meet deadlines.

What training have you had so far?

After joining the company I had a structured 18-month development programme, which incorporated branch based and residential training courses. Since then, I have completed a Certificate in Mortgage Advice and Practice qualification (CeMAP) and am now an authorised mortgage adviser.

Why did you choose your job as a building society manager?

I chose this career because I wanted to learn a profession, work in an industry that is fast paced and be proud of the work that I do. I also wanted to utilise my retail sales skills in a new sales and customer-focused environment. I enjoy working with customers – providing them with what they need is very rewarding.

What do you find challenging about being a building society manager?

The main challenges include dealing with any changes in external financial regulations, managing staffing issues and maximising sales results.

Helen's route to her job as a building society manager

  • Degree in Psychology.
  • Gained retail, sales, customer service and management experience in several large companies.
  • Became branch manager.

Helen's building society manager tips

  • You need to be comfortable working with customers, so you should develop a retail or customer service background. You can do this through part-time jobs and work experience.

Building society manager related jobs












  • Bank manager
  • Credit manager
  • Customer services assistant/manager
  • Financial consultant/adviser
  • Pensions adviser/manager

Salary of a building society manager

  • Salaries start between £17,000 and £27,000, depending on the size of the branch.
  • Experienced managers can earn between £25,000 and £41,000.
  • Senior managers at head office, or responsible for a network of branches, may earn from around £41,000 to £60,000.
  • Salaries in London and the surrounding areas are higher.
  • Many building societies have profit-related bonus schemes.

Building society manager job

  • Building societies operate management training schemes. Usually two A levels/H grades, equivalent qualifications, or a degree, are required. Alternatively, people can progress through promotion from building society assistant or specialist customer service adviser to trainee manager and manager.
  • Trainee managers usually follow an on-the-job training programme. It is possible to work towards professional qualifications such as those offered by the Chartered Institute of Bankers and the Chartered Institute of Bankers in Scotland.

Modified: 16 June 2013

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