Banking Adviser: Create Wow Moments in Banking

JobSpace; Cambridge; On-site; NZD 55,000 - 75,000; Full time

Benefits offered by this job

4 weeks annual leave

5 days wellbeing leave

Banking benefits

Job summary

Westpac in New Zealand is seeking a Banking Adviser to help customers with everyday banking, KiwiSaver, and financial planning guidance. You will welcome new customers, support account openings, and coach clients through digital banking tools with warmth and clarity.

We value curiosity, listening skills, and a customer-obsessed mindset. Join a supportive Westpac whānau and contribute to community banking while delivering outstanding service.

Qualifications

• 2+ years in a customer-facing role
• Confident, engaging communication and the ability to build trust quickly
• Proven problem-solving skills and a knack for uncovering customer needs
• Digital confidence, with the ability to coach customers through tools and technology
• Strong organisational skills, attention to detail, and a commitment to ethical decision-making
• Strong knowledge of banking products, services, and regulatory requirements (desired)

Responsibilities

• Assist customers with routine banking tasks and product recommendations.
• Guide customers through digital banking tools and platforms to improve self-service capabilities.
• Identify customer needs and connect them with the right solutions while upholding regulatory requirements.

Skills

Customer empathy

Clear communication

Problem solving

Digital literacy

Organisational skills

Banking product knowledge

Job description

Westpac in New Zealand is seeking a Banking Adviser to help customers with everyday banking, KiwiSaver, and financial planning guidance. You will welcome new customers, support account openings, and coach clients through digital banking tools with warmth and clarity.

We value curiosity, listening skills, and a customer-obsessed mindset. Join a supportive Westpac whānau and contribute to community banking while delivering outstanding service.