Banking Specialist

As the Banking Specialist you will be responsible for identifying existing and new Westpac customer’s banking needs, including personal and home lending requirements. You will listen and provide advice and solutions to the customer to meet these needs, ensuring all information is collected in accordance with regulations and policies. You will also be responsible for proactively identifying new opportunities to provide further advice and solutions regarding their financial aspirations to retain our valuable customers. You will create a customer experience that is gold class every time by being empathetic, trusted and knowledgeable in your interactions. Having a growth mindset to keep imagining and developing the bank in new ways and your career will set you up for success as a Banking Specialist.   Using appropriate interpersonal styles and communication methods to guide individuals to fast and effective outcomes is essential. In addition, you will bring:

• 2+ years of Banking/Finance or similar professional experience
• An understanding of credit risk and lending principles (residential lending) preferred
• Confident in learning new digital platforms and tech savvy
• You are a critical thinker always looking for ways that best supports the customers financial needs
• Strong verbal and written communication skills is a must
• Ability to manage multiple priorities and work to deadlines
• Strong existing connections and rapport in the local community would be advantageous

Ko mātou tēnei | Our Organisation At Westpac, we’re working together to build a fairer and stronger New Zealand for our people, customers, and communities. For over 160 years we’ve been driven by our purpose to Create Better Futures Together. What makes us unique are the incredible people we’re lucky enough to have walk through our doors every day. The giant ‘W’ on our building doesn’t just stand for Westpac – it says, double you. We’re a place that values, rewards and recognises individuality. Where you can be your whole self, your true self, and your best self. We’re recognised as a place where talent is developed, where passions are fuelled and where ambitions of all shapes and sizes thrive. And it all starts with you! Apply today with your CV and Cover Letter.  The people of Aotearoa, New Zealand hail from many cultures and backgrounds. At Westpac New Zealand, we draw on this enormous talent pool to cultivate a team rich in ability and empowered to reach its full potential. Our aim is to be brave challengers, celebrating our differences and relentlessly advocating for our customers. It starts with us – we believe that when we care deeply and do our best for our people, they’ll do their best for our customers. We encourage people from all walks of life to apply, including those who are neurodiverse, have chronic health conditions or disabilities – your attitude and passion are as important to us as your experience, qualifications and capabilities.  Banking Specialist, Whakatane

• Full time, Permanent position
• Monday to Friday roster

Mō te Tūranga – About the role As the Banking Specialist you will be responsible for identifying existing and new Westpac customer’s banking needs, including personal and home lending requirements. You will listen and provide advice and solutions to the customer to meet these needs, ensuring all information is collected in accordance with regulations and policies. You will also be responsible for proactively identifying new opportunities to provide further advice and solutions regarding their financial aspirations to retain our valuable customers. You will create a customer experience that is gold class every time by being empathetic, trusted and knowledgeable in your interactions. Having a growth mindset to keep imagining and developing the bank in new ways and your career will set you up for success as a Banking Specialist.   Nā tāu rourou – What you’ll bring? Using appropriate interpersonal styles and communication methods to guide individuals to fast and effective outcomes is essential. In addition, you will bring:

• 2+ years of Banking/Finance or similar professional experience
• An understanding of credit risk and lending principles (residential lending) preferred
• Confident in learning new digital platforms and tech savvy
• You are a critical thinker always looking for ways that best supports the customers financial needs
• Strong verbal and written communication skills is a must
• Ability to manage multiple priorities and work to deadlines
• Strong existing connections and rapport in the local community would be advantageous

Ko mātou tēnei | Our Organisation At Westpac, we’re working together to build a fairer and stronger New Zealand for our people, customers, and communities. For over 160 years we’ve been driven by our purpose to Create Better Futures Together. What makes us unique are the incredible people we’re lucky enough to have walk through our doors every day. The giant ‘W’ on our building doesn’t just stand for Westpac – it says, double you. We’re a place that values, rewards and recognises individuality. Where you can be your whole self, your true self, and your best self. We’re recognised as a place where talent is developed, where passions are fuelled and where ambitions of all shapes and sizes thrive. And it all starts with you! Tono mai ināianei! | Apply Now! Apply today with your CV and Cover Letter.  The people of Aotearoa, New Zealand hail from many cultures and backgrounds. At Westpac New Zealand, we draw on this enormous talent pool to cultivate a team rich in ability and empowered to reach its full potential. Our aim is to be brave challengers, celebrating our differences and relentlessly advocating for our customers. It starts with us – we believe that when we care deeply and do our best for our people, they’ll do their best for our customers. We encourage people from all walks of life to apply, including those who are neurodiverse, have chronic health conditions or disabilities – your attitude and passion are as important to us as your experience, qualifications and capabilities.  Mahi tahi tātou, kaha ake tātou | Together Greater Applications close: 6 May 2024

About Us

Our culture is rich with stories of how our people like to help, our customers, our community and each other. This is reflected through flexible working arrangements to ensure that our people have a balance in their life with those things that are important to them. Through ensuring that we provide opportunities to everyone regardless of what society throws at them, we are a safe place to work where you are treated equally and appreciated. #J-18808-Ljbffr