Customer Insights Analyst, Institutional and Business Banking

Westpac New Zealand Limited; Auckland; Hybrid; NZD 70,000 - 100,000; Full time

Benefits offered by this job

4 weeks holiday + 5 wellbeing days

Banking benefits and insurance discs

Career growth programs

Parental leave top up

School holiday subsidy

Volunteer days

Job summary

Westpac New Zealand Limited in Auckland is seeking a Customer Insights Analyst to turn data into practical insights for Relationship Managers and product teams. You will analyse customer, portfolio, and market information to identify growth opportunities and improve customer outcomes.

Ideal candidates have up to three years’ analytics experience, a quantitative degree, strong Excel and SQL or BI tool familiarity, and excellent communication. Recent graduates are encouraged to apply.

Qualifications

• Up to three years’ experience in analytics, insights, research, finance or related area.
• Degree in quantitative, business, economics, or related discipline, or equivalent experience.
• Strong Excel skills and familiarity with SQL or a BI tool (Power BI/Tableau) or willingness to learn.
• Ability to create clear, structured reports and dashboards.
• Interest in banking and using data to improve customer outcomes.
• Excellent written and verbal communication; basic financial statement understanding.

Responsibilities

• Support customer insights, sector benchmarking, margin and working-capital analysis.
• Create reports, dashboards, and actionable insights for stakeholders.
• Build tools to assist Relationship Managers, like prospect lists and heatmaps.
• Analyse customer behaviour and segment performance to guide decisions.
• Monitor market trends affecting SME, corporate, agribusiness, and institutional clients.
• Turn complex data into clear stories and recommendations.

Skills

Analytical thinking

Curiosity

Communication

Education

Bachelor's degree in quantitative fields (econ/finance/business)

Tools

Excel

SQL

Power BI

Tableau

Job description

Customer Insights Analyst, Institutional and Business Banking# Careers## Customer Insights Analyst, Institutional and Business BankingApply: Westpac on Takutai Square: Full time: Posted Today: End Date: November 18, 2026 (13 days left to apply): JR108193**Customer Insights Analyst, Institutional and Business Banking****Permanent full-time role****Located in Britomart, Auckland****Mō te tūranga | About the Role**Are you naturally curious, confident working with data and interested in how New Zealand businesses operate?We’re looking for a Customer Insights Analyst to join our Institutional & Business Banking team. This is a great opportunity for a recent graduate or early-career analyst to turn data into practical insights that create value for customers, Relationship Managers and product teams.Working alongside experienced team members, you’ll analyse customer, portfolio and market information to identify growth opportunities, improve customer outcomes and support key business priorities. You’ll also build your commercial and business banking knowledge on the job.**Key responsibilities include:*** Support bespoke customer insights, including sector benchmarking, margin analysis, cash-conversion cycles and working-capital analysis.* Help create customer-ready reports, dashboards, playbooks and actionable insights.* Build tools that support Relationship Managers, including prospecting lists, opportunity heatmaps and customer retention indicators.* Analyse customer behaviour and segment performance to support product, pricing and digital-channel decisions.* Monitor market and economic trends affecting SME, corporate, agribusiness and institutional customers.* Turn complex information into clear stories and practical recommendations.* Track the impact of initiatives and help continuously improve insight tools and content.**Nā tāu rourou | What will you bring?**You’ll bring curiosity, strong analytical thinking and the ability to communicate clearly with both technical and non-technical audiences.* Up to three years’ experience in analytics, insights, research, finance or a related area.* A relevant degree in a quantitative, business, economics or related discipline, or equivalent experience.* Good Excel skills and some familiarity with SQL or a business-intelligence tool such as Power BI or Tableau, or a strong willingness to learn.* The ability to create clear, well-structured reports, dashboards or presentations.* An interest in banking, business customers and using data to improve customer outcomes.* Clear written and verbal communication skills.* A basic understanding of financial statements and how businesses operate, or the motivation to develop this knowledge.Experience with Python, R, SAS or predictive modelling would be an advantage, but it isn’t essential. Recent graduates with relevant study, internships or project experience are encouraged to apply.**Westpac Hei Wāhi Mahi | Working at Westpac**Immerse yourself in a supportive team environment, and receive some of the best banking, and lifestyle benefits in the market along with:* 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 and insurance discounts* 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 holiday* 2 Volunteer days per year **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. 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 ināianei! | Apply Now!**Apply today with your CV and Cover Letter. 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 neurodivergent, have chronic health conditions or disabilities – your attitude and passion are as important to us as your experience, qualifications and capabilities. **Mahi tahi tātou, kaha ake tātou | Together Greater** **Applications close:**17 November 2026