Business Specialist

TSB; Christchurch; On-site; NZD 65,000 - 85,000; Full time

Job summary

TSB in Christchurch is seeking a permanent, full-time Customer Service Specialist within the Business and Property Finance team. You will deliver high-quality customer service, keep stakeholders informed end-to-end and promote customer satisfaction.

You will support administration, build long-term relationships with SME customers, understand their financial needs at each stage, and help triage leads to meet bank SLAs.

Qualifications

• Role requires excellent customer service and relationship-building abilities.
• Strong written and verbal communication with attention to detail.
• Proficiency with MS Office and documentation/compliance tasks.
• NZ Certificate in Financial Services Level 5 or equivalent qualification.

Responsibilities

• Undertake interviews and complete applications for SME customers, delivering meaningful quality conversations.
• Support to develop long term relationships with customers to accurately understand and support their financial needs at each stage.
• Triage all leads to Commercial & SME including pre-qualification to meet the Bank's SLA's and customer time frames

Skills

Customer service

Relationship management

Communication

Attention to detail

MS Office

Education

New Zealand Certificate in Financial Services Level 5

Tools

Microsoft Office

Job description

Jora New Zealand will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Location can be either New Plymouth, Hamilton or Christchurch

Permanent, Full-time

At TSB, you'll be part of a profit for purpose organisation, that empowers and enables you to be your best and make a positive difference for the people you work with, and the communities you are part of.

About the role

This role is responsible for providing high quality customer service, ensuring all stakeholders are kept informed end-to-end to promote and drive customer satisfaction and advocacy. With a focus on building and maintaining customer relationships, this role will provide administration support to the Business and Property Finance team and its customers.

Who are you?

You will demonstrate a high level of commercial acumen that will enable you to contribute to the delivery of key activities to deliver customer growth and retention.

You will have a role to enhance customer experiences that requires proven interpersonal skills, including written and verbal communication, the ability to collaborate and build relationships at all levels and sound attention to detail.

You will possess very good administrative skills including the proficient use of Microsoft office suite that will enable you to successfully complete all required contracts and other documentation, and ensuring the completion of all relevant compliance and AML activity as required by Business and Property Finance.

In this role, you can expect to:

• Undertake interviews and complete applications for SME customers, delivering meaningful quality conversations.
• Support to develop long term relationships with customers to accurately understand and support their financial needs at each stage.
• Triage all leads to Commercial & SME including pre-qualification to meet the Bank's SLA's and customer time frames

We are looking for candidates who have:

• New Zealand Certificate in Financial Services Level 5 or equivalent qualification.
• 3+ years in a banking / financial services role with experience across onboarding, AML and loan documentation processes.

What's in it for me?

At TSB, we're small enough to really care about our customers but big enough to have great rates, innovative products, and digital solutions. We are looking for people to help us achieve our goal of being the easiest bank to deal with.

We aim to create remarkable experiences for our people, who in turn create remarkable experiences for our customers.

By working with us, you'll be a part of a profit for purpose organisation. We're 100% owned by Toi Foundation, a philanthropic trust, and our annual dividends contribute to Toi's transformational impact in our community.

We believe that we all bring something unique to our workplace and when we are encouraged to be ourselves, TSB is stronger for it. That's why we're committed to supporting your wellbeing, creating space for you to be your best self, both in and out of work, and enabling you to make a meaningful difference in our communities.

Closing date for applications is 5.00 p.m., Thursday 10th September 2026.

For a copy of the Job Description visit business-specialist_pd.pdf