Banking Consultant - Consumer

Heartland Bank LTD; Auckland; On-site; NZD 52,000 - 76,000; Full time

Benefits offered by this job

Flexible working options

Job summary

Heartland Bank LTD is seeking a customer-focused specialist to guide prospective auto vehicle lending customers through the loan process across New Zealand. You will handle inquiries, support informed borrowing decisions, and ensure compliance across policy and regulatory obligations.

In this role, you will engage via inbound/outbound calls, contribute to retention efforts in the Auto division, and actively work to move leads forward while delivering outstanding service.

Qualifications

• Proven customer service experience.
• Experience within financial services or lending is a plus.
• Strong communication skills, both written and verbal.
• Self-motivated with a drive to achieve successful outcomes.

Responsibilities

• Engage with customers, answering questions around auto finance.
• Assist customers in making informed borrowing decisions.
• Accurately complete all required compliance checks and enquiries to ensure our policy, regulatory and legislative obligations are met in every instance.
• Receive inbound and make outbound calls to gather information, follow up on leads and keep things moving.
• Assist with our retention strategy across the Auto business.
• Roll up your sleeves to get things done.

Skills

Customer service

Communication

Self-motivated

Financial services

Job description

Is this your next role?

You’ll deliver exceptional service to prospective auto vehicle lending customers across New Zealand, guiding them through their loan application and answer any questions along the way.

Is this your next role?

You’ll deliver exceptional service to prospective auto vehicle lending customers across New Zealand, guiding them through their loan application and answer any questions along the way.

No Day Is The Same However You Will

• Engage with customers, answering questions around auto finance
• Assist customers in making informed borrowing decisions.
• Accurately complete all required compliance checks and enquires to ensure our policy, regulatory and legislative obligations are met in every instance.
• Receive inbound and make outbound calls to gather information, follow up on leads and keep things moving.
• Assist with our retention strategy across the Auto business
• Roll up your sleeves to get things done.

Does this sound like you?

You’re adaptable, customer-focused, and thrive in a fast-paced environment. You can juggle priorities while building strong relationships and delivering outstanding service.

Your Ideal Experience And Skills

• Proven customer service experience.
• Experience within financial services or lending is a plus
• Strong communication skills, both written and verbal.
• Self-motivated with a drive to achieve successful outcomes.

A Bit About Us And What We Do

Heartland is an NZX/ASX-listed financial services group with big growth plans. Heartland owns both Heartland Bank in New Zealand and Heartland Bank in Australia. We provide award-winning savings and finance products to a diverse range of customers including business owners, farmers and retirees. Here you’ll find:

• A supportive, inclusive team culture
• Real career development opportunities
• Employee banking benefits, an excellent insurance package, and flexible working options.
• Sports teams, social events, and Friday night pizzas & drinks!

Diversity & Inclusion

We’re proud to celebrate the many characteristics that make each of us different. We embrace diversity in all its forms and believe in creating an environment that helps us better understand and serve our customers. As a Living Wage Employer, a Hearing Accredited Workplace, and a Rainbow Tick certified organisation, we’re committed to doing right by our people.

Keen to learn more?

For an insight into life at Heartland, check out our Instagram @heartlandbanknz or follow us on LinkedIn www.linkedin.com/company/heartland-bank-nz.

Please note you must be eligible to work in New Zealand.