Banking Adviser - Virtual

Westpac New Zealand Ltd; Nelson; Hybrid; NZD 60,000 - 75,000; Full time

Job summary

Westpac New Zealand Ltd is seeking an experienced Banking Adviser to join the Virtual Banking team in a permanent, full-time role based in New Zealand. The role focuses on building strong customer relationships, providing trusted banking advice, and guiding customers through onboarding and digital banking setup.

You will engage with customers via phone and video, uncover broader banking needs, deliver tailored solutions, and collaborate with internal partners while maintaining a strong focus on

Qualifications

• Bankiing experience with strong customer engagement.
• CAL 4 accreditation or higher.
• Understanding of banking products, processes and regulations.
• Confident communication and problem solving.
• Ability to build trust and create positive experiences.
• Proactive mindset focused on improvement and results.

Responsibilities

• Engaging with customers through virtual channels including phone, Teams and video conferencing.
• Conducting quality, needs-based conversations to identify opportunities and provide banking solutions.
• Supporting customers with onboarding, account opening and digital banking setup.
• Building trusted relationships through exceptional customer service and expert advice.
• Working collaboratively with specialists and internal stakeholders to deliver great customer outcomes.
• Maintaining a strong focus on risk, compliance and responsible banking.

Skills

Banking experience

Customer engagement

Regulatory knowledge

Problem solving

Communication

Education

CAL 4 accreditation

Job description

Locations: Lower Wellington or Nelson preferred but open to locations.

Employment Type: Permanent, Full-Time Hybrid Working Hours: Monday to Friday 8h30 to 5pm

We’re looking for an experienced Banking Adviser to join our Virtual Banking team in a permanent role.

This is an excellent opportunity for someone who enjoys building strong customer relationships, providing trusted banking advice, and helping customers feel confident in their financial decisions.

As a Banking Adviser Virtual, you’ll connect with customers through phone and video channels, delivering a seamless onboarding and banking experience. You’ll take ownership of customer interactions, uncover broader banking needs, provide tailored solutions, and work closely with internal partners to ensure customers are set up for success from day one.

What you’ll be doing

• Engaging with customers through virtual channels including phone, Teams and video conferencing.
• Conducting quality, needs-based conversations to identify opportunities and provide banking solutions.
• Supporting customers with onboarding, account opening and digital banking setup.
• Building trusted relationships through exceptional customer service and expert advice.
• Working collaboratively with specialists and internal stakeholders to deliver great customer outcomes.
• Maintaining a strong focus on risk, compliance and responsible banking.

What we’re looking for

• Proven banking experience with strong customer engagement skills.
• Current CAL 4 accreditation or higher.
• Sound understanding of banking products, processes and regulatory requirements.
• Confident communication and problem-solving skills.
• Ability to build trust, influence outcomes and create positive customer experiences.
• A proactive mindset with a focus on continuous improvement and achieving results.

Why join us?

You’ll be part of a supportive team that is passionate about helping customers achieve their goals while continuing to develop your own career within a dynamic and growing area of the bank.

Existing Applicants If you have already applied for the Virtual Banking Adviser secondment opportunity, and have advised Nanette Van Blerk that you would like to be considered for the permanent position, your application will automatically be considered for this permanent opportunity and no further action is required. We encourage experienced CAL 4+ advisers who are looking for their next challenge to apply.

Ko mɗtou tɗnei | 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 inŃianei!

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 tɗtou, kaha ake tɗtou | Together Greater

Applications close: 15 September 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.