Banking Specialist - Contact Centre at Westpac New Zealand

Auckland, Auckland, New Zealand -

Full Time

Start Date

Immediate

Expiry Date

10 May, 26

Salary

0.0

Posted On

09 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Lending Assessment, Communication, Rapport Building, Financial Analysis, Time Management, Problem Solving, Customer Relationship Management, Tech Savvy, Empathy, Regulatory Compliance, Proactive Engagement, Tailored Solutions, Teamwork, Growth Mindset, Adaptability

Industry

Banking

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 Westpac Direct, you’ll play a crucial role in helping customers achieve their financial aspirations. This role is primarily phone-based (inbound and outbound calls), with some email and digital communication. You’ll have meaningful conversations and make real decisions that impact people’s lives, especially around lending assessments. What you’ll do: Lending Focus: Assess and process applications for personal lending products such as Credit Cards, Personal Loans, Overdrafts, and progress to Home Lending. You’ll review applications, evaluate credit worthiness, and make responsible lending decisions using tools and policies. Listening and Advising: Provide tailored solutions to meet customer needs, ensuring compliance with regulations and policies. Proactive Engagement: Identify opportunities to offer further solutions, supporting customers’ current and future financial goals. KiwiSaver & Insurance Expertise: We support customers with KiwiSaver and insurance products alongside lending solutions. Customer Interaction: Deliver solution-focused conversations that contribute to customer success and business growth. Exceptional Experience: Create high quality customer experiences by being empathetic, trusted, and knowledgeable. Growth Mindset: Build a career in finance, starting with unsecured lending and progressing to secured home lending as you develop skills in credit assessment, financial analysis, and customer relationship management. Time Management: Prioritize effectively in a fast-paced, agile environment. Na tōu rourou - What will you bring? We value attitude and presence as much as experience. Ideally, you’ll bring: Similar Industry Experience: Previous contact centre and/or financial industry experience preferred but not required. Interpersonal Skills: Ability to guide customers to fast, effective outcomes using strong communication and rapport-building skills. Customer Relationship Experience: Proven ability to build strong relationships in customer-focused roles. Education: Tertiary education preferred. Tech Savvy: Confidence in learning new digital platforms. Passion for Helping: A genuine desire to help people achieve financial goals. Positive 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: 16 February 2026 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.

Responsibilities

As a Banking Specialist, you will assess and process applications for personal lending products while providing tailored solutions to meet customer needs. You will engage with customers through meaningful conversations that impact their financial aspirations.