Banking Consultant

ANZ; Auckland; Remote; NZD 60,000 - 75,000; Full time

Job summary

ANZ in Auckland is seeking a Banking Consultant to support Advisor Home Loan customers with onboarding and handover activities, meeting AML requirements and guiding digital banking.

You will tailor your approach to each customer, help navigate digital tools, and contribute to a collaborative, growth-minded team that values community and service.

Qualifications

• Exceptional customer focus – retail experience is an advantage.
• Experience using digital channels is beneficial.
• Ability to multi-task and adapt to change.
• Strong communication and interpersonal skills.
• Interest in compliance and risk awareness.
• Collaborative mindset with a growth attitude.

Responsibilities

• Connect with customers virtually and guide them through required handover actions.
• Prepare for and lead conversations to understand customer needs and goals.
• Introduce digital banking tools in a simple, engaging way.
• Support customers with opening accounts and updating details.
• Help keep customers and the bank safe by following risk obligations.
• Share successes and contribute to continuous improvement and excellence.

Skills

Customer focus

Digital channels

Multi-tasking

Communication skills

Teamwork

Compliance awareness

Job description

Ko Mātou – About Us

Kia Hanga I Te Ao, E Ora Ai, E Tupu Ai, Te Tangata Me Te Kainga. At ANZ, we’re shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.

Mō Te Tūranga - About The Role

If you’re someone who thrives on human connection and finds purpose in helping others, this could be the role for you.

As a Banking Consultant in our team, you'll play a key role in creating a seamless and positive experience for our Advisor Home Loan customers. You'll support customers through important onboarding and handover activities, including meeting our AML requirements, accessing digital banking tools, and having meaningful conversations that help them get the most from their banking relationship with us.

• Deliver friendly, efficient and customer-focused support throughout the handover process.
• Take the time to understand what's most important to each customer and tailor your approach accordingly.
• Help customers confidently navigate our digital banking tools and services.
• Contribute to a supportive team environment where learning, collaboration, and continuous improvement are part of everyday life.
• Be part of a culture that values community, diversity, growth, and success.

This opportunity is ideal for someone looking to build their experience in a fast-paced, virtual frontline banking environment.

Role Location: Auckland

Role Type: Permanent, Full-time

Role Hours: Tuesday to Saturday, 8:30 AM to 5:00 PM (37.5 hours per week)

Ka aha tō rā e kite ai? - What will your day look like

As a Banking Consultant, you will have the opportunity to:

• Connect with customers virtually and guide them through all required handover actions.
• Prepare for and lead meaningful conversations to understand customers’ needs and goals.
• Introduce digital banking tools in a simple, engaging and empowering way.
• Support customers with opening accounts, updating their details and identifying products and services that may add value to their banking experience.
• Help keep our customers and bank safe by following risk and compliance obligations.
• Share successes, learn from challenges and contribute to a culture of continuous improvement and excellence.

Ōu Pūkenga? - What will you bring?

To grow and be successful in this role, you will ideally bring the following:

• Exceptional customer focus - retail experience is an advantage
• Experience in being a user and promoter of technology - working knowledge in using different digital channels is an advantage
• Ability to multi-task and highly adaptable to change and ambiguity
• Willingness to work in a collaborative team environment, but also independently and remain focused
• Sound understanding of compliance
• Excellent communication and interpersonal skills.

You’re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we’d love to hear from you.

Job Posting End Date: 28/09/2026, 11.59pm, (NZ)