Banking Specialist, Auckland
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Westpac New Zealand

Banking Specialist

  • Posted Today
  • On Site
  • Full Time
Location

Auckland

Job Description

  • Multiple opportunities in our Auckland CBD and Christchurch - Contact Centres
  • Full time, Permanent position
  • Rotational Roster


Mō te Tūranga - About the Role
As a Banking Specialist in our Contact Centre, you will play a crucial role in identifying and addressing the banking needs of both existing and new Westpac customers, including personal and home lending requirements. Your responsibilities will include:

  • Listening and Advising: Provide tailored advice and solutions to meet customer needs, ensuring all information is collected in accordance with regulations and policies.
  • Proactive Engagement: Identify new opportunities to offer further advice and solutions, helping customers achieve their financial aspirations and retaining our valuable clientele.
  • Customer Interaction: Contribute to the success of the business and our customers through solution-focused interactions.
  • Product Expertise: Offer the best customer advice and quality outcomes for existing and new customers through lending, insurance, and transactional products.
  • Financial Guidance: Provide sound financial advice to ensure our products are suitable for helping customers reach their financial goals.
  • Exceptional Customer Experience: Create a world-class customer experience by being empathetic, trusted, and knowledgeable.
  • Growth Mindset: Develop a career path in the finance industry with a growth mindset.
  • Time Management: Effectively prioritize your time while working in a fast-paced, agile environment.


Na tōu rourou - What will you bring?
We value attitude and presence just as much as your background skills and experience. You will bring:

  • Interpersonal Skills: Use appropriate interpersonal styles and communication methods to guide individuals to fast and effective outcomes.
  • Customer Relationship Experience: Prior experience in developing strong relationships in a customer-focused role.
  • Education: Tertiary education preferred.
  • Tech Savvy: Confidence in learning new digital platforms and being tech-savvy.
  • Communication Skills: Strong communication and rapport-building skills.
  • Passion for Helping: A passion for helping people achieve their financial goals.
  • Positive Attitude: A good attitude, growth mindset, and willingness to learn.


Hours of Operation
Your ordinary hours of work are 7.5 hours per day between 8:00 am to 7:00 pm, Monday to Friday, and 8:00 am to 4:00 pm on Saturdays, totaling 37.5 hours per week.

Westpac Hei Wāhi Mahi | Working at Westpac
As well as immersing yourself in a supportive team environment, you’ll be offered some of the best banking, and lifestyle benefits in the market along with:

  • 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
  • Career growth – we promote internal capability; we have programmes that recognise star performers
  • Generous parental leave – and top up government paid parental leave
  • School holiday subsidy - help you balance work and family during school holiday
  • Environmental and community care programmes


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:
19 March 2025

Hard Skills Required

  • Disaster Recovery
  • Mainframe Technologies
  • Mainframe Server Management

Soft Skills Required

  • Communication
  • Problem-Solving
  • Customer-Focused
  • Project Management
  • Teamwork

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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