Customer Insights Analyst, Institutional and Business Banking

Westpac New Zealand; Auckland; On-site; NZD 60,000 - 85,000; Full time

Benefits offered by this job

Holiday entitlement

Wellbeing leave

Volunteer days

Parental leave top-up

Lifestyle benefits

Job summary

Westpac New Zealand is seeking a Customer Insights Analyst in Britomart, Auckland to turn data into practical insights that drive value for customers and internal teams.

You will work with customer, portfolio and market data to support growth opportunities and better outcomes, while building your commercial knowledge in a supportive Institutional & Business Banking environment.

Qualifications

• Recent graduate or early-career analyst with a data-driven mindset.
• Degree in quantitative, business, economics or related discipline, or equivalent experience.
• Good Excel skills with familiarity in SQL or BI tools (Power BI/Tableau).
• Clear written and verbal communication skills.
• Interest in banking and using data to improve customer outcomes.
• Experience with Python, R or SAS is advantageous, but not essential.

Responsibilities

• Analyse customer, portfolio and market information to identify growth opportunities.
• Create customer-ready reports, dashboards, playbooks and actionable insights.
• Build tools for Relationship Managers, including prospecting lists and heatmaps.
• Analyse customer behaviour and segment performance to support product and pricing decisions.
• Monitor market trends affecting SME, corporate, agribusiness and institutional customers.
• Turn complex information into clear stories and practical recommendations.
• Track the impact of initiatives and improve insight tools and content.

Skills

Data analytics

SQL

Power BI

Excel

Communication

Problem solving

Education

Quantitative degree

Tools

Python

R

SAS

Power BI

Job description

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!

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