Banking Specialist - Whakatāne

Westpac New Zealand; Whakatāne; On-site; NZD 55,000 - 70,000; Full time

Job summary

A leading banking institution in Whakatāne is seeking a Banking Specialist to support customers in achieving their financial goals. This role involves building relationships, identifying lending opportunities, and using technology to enhance customer experience. Ideal candidates have at least 2 years in financial services and strong communication skills. Benefits include generous leave options and career growth opportunities.

Benefits

4 weeks standard holiday + 5 additional days of wellbeing leave

Insurance discounts and superannuation scheme

Career growth programs

Generous parental leave

School holiday subsidy

Qualifications

• At least 2 years’ experience in the financial services industry.
• Expert knowledge of AML and related regulations.
• Understanding of credit risk and residential lending principles.

Responsibilities

• Build long-lasting relationships with customers and community groups.
• Identify new lending opportunities and provide tailored advice.
• Utilise technology to deliver exceptional customer experiences.

Skills

Customer relationship building

Business development

Communication skills

Technical proficiency

Education

New Zealand Certificate in Financial Services, Level 5 (Lending strand)

Tertiary qualification in Business or Finance

Job description

Overview

M%C5%8D Te T%C5%ABranga %E2%80%93 About The Role

We%E2%80%99re committed to helping our customers to become financially secure, and as a Banking Specialist, you'll play a key role in helping customers achieve their financial goals. Working closely with your internal stakeholders, you'll support the entire customer relationship, from lending to accounts, insurances, and beyond. Your goal will be to deliver seamless, simplistic solutions that exceed our customers' expectations.

Banking Specialist, Whakat%C4%81ne

• Whakat%C4%81ne Branch
• Full time, Permanent position
• Monday to Friday

What you’ll do

As a renowned expert in lending, you'll thrive on building long-lasting relationships with our customers, strategic community groups, and local partnerships. You'll use your business development skills to identify new lending opportunities and provide tailored advice and solutions to meet our customers' evolving needs. With a focus on delivering exceptional experiences, you'll utilise industry-leading technology to provide seamless, tailored solutions through our customers' preferred channels.

Nā tāu rourou – What you’ll bring

• At least 2 years’ experience from within the financial services industry, with expert knowledge of AML and other related regulation is essential
• An understanding of credit risk and residential lending principles
• Strong existing connections and rapport in the local community or confidence to build this
• Tech-savvy with excellent communication skills (verbal and written), and ability to manage multiple priorities and meet deadlines
• New Zealand Certificate in Financial Services, Level 5 (Lending strand) is desired
• Tertiary qualification in Business or Finance is preferred

Westpac Hei Wāhi Mahi | Working at Westpac

Benefits

• 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 holidays
• 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. We value individuality and aim to be a brave challenger, 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.

Apply

Tono mai ināianei! Apply now with your CV and Cover Letter.

The people of Aotearoa, New Zealand hail from many cultures and backgrounds. Our aim is to be brave challengers, celebrating our differences and empowering our people to reach their full potential.

Applications Close: 12 October 2025

Job details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Banking

Note: This description reflects the role and responsibilities as stated in the original posting. It has been reformatted for clarity and accessibility while preserving the substantive content.