Business Consultant - Third Party Channels, Auckland
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Westpac New Zealand

Business Consultant - Third Party Channels

  • Posted Today
  • On Site
  • Full Time
Location

Auckland

Job Description

Business Consultant – Third Party Channels

  • Auckland preferred, however, will consider Christchurch for the right candidate
  • Full time, Permanent position


Mō te tūranga | About the Role
The Business Third Party Channels team is responsible for working proactively with intermediaries, such as Mortgage Adviser, supporting their customers and members to establish and build Westpac banking relationships.

The role is also responsible for managing the onboarding of mortgage adviser introduced customers, including smooth handover of the customer to their relationship channel. The Business Consultant is also responsible for other administrative tasks as required to support the third-party channels team, such as follow up of customer documentation and arranging brokerage payments.

You may be required to assist customers with strategically important relationships to Westpac, such as accounting / legal firms and government relationships, which means the ability to deliver professional levels of service at all times is a key requirement of this role.

This role should be seen as the steppingstone to other roles within the Business team such as Senior Business Consultant, Analyst and Business Manager

Nā tāu rourou | What will you bring?

  • Knowledge of the financial services industry and previous experience delighting customers in a service environment
  • Two years previous experience working with Business customers is preferred.
  • Must be confident making outbound calls to customers and have a reputation for delivering excellent service.
  • Ability to have a need based, strategic conversation with a customer vs. purely transactional.
  • Knowledge of Westpac’s Business products and services, previous experience with NZLO would be an advantage.
  • Knowledge of Westpac’s pricing frameworks for loans and deposits, including proficiency with Nomis, and ability to confidently negotiate with customers on pricing.
  • An understanding of the NZ economic environment and the dynamics of interest rate markets would be an advantage.
  • Knowledge of ICE workflow / case management.
  • Well-developed business acumen which translates into the ability to represent Business in a professional manner.
  • Highly organised and efficient with excellent attention to detail
  • PC literacy, especially MS office applications
  • Excellent oral and written communication skills.


Westpac Hei Wāhi Mahi | Working at Westpac
In addition to immersing yourself in a supportive team environment, you'll receive some great job perks and benefits including:
• 4 weeks standard holiday + 5 additional days of wellbeing leave to support you to be your best
• Additional purchased leave options up to 4 weeks per year
• Banking benefits, insurance discounts and superannuation scheme
• Growth and development – we provide opportunities for development and promote internal mobility
• Recognition - we recognise and reward our star performers
• School holiday subsidy - help you balance work and family during school holiday
• 2 Volunteer days per year

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:
26 March 2025

Soft Skills Required

  • Communication

Benefits and Perks

  • 🤱
    Extended Parental Leave
  • 🏘
    Work from Home
  • 👶
    Childcare Support
  • 💯
    Employee Mentoring Program
  • 🩺
    Health Insurance
  • ⚖
    Work-Life Balance Support
  • 💸
    Payroll Giving
  • 💼
    Life Insurance
  • 💚
    Counselling Services
  • 📈
    Professional Development
  • 🏎
    Competitive Salary
  • 🎖
    Long Service Rewards
  • 📣
    Referral Bonuses
  • 🏆
    Performance Bonus
  • 💻
    Company Supplied Technology
  • 📱
    Discounted Phone or Internet Plans
  • ⛑
    Uniform Provided
  • 🚶
    Ease Back to Work
  • ⏰
    Flexible Work
  • Work Cafe

Job Schedule

  • Monday to Friday

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