Customer Insights Analyst — Institutional & Business Banking

Westpac; New Zealand; On-site; NZD 70,000 - 110,000; Full time

Benefits offered by this job

4 weeks holiday + 5 wellbeing days

Additional leave options up to 4 weeks

Banking benefits and insurance

Career growth programmes

Generous parental leave

School holiday subsidy

2 Volunteer days

Job summary

Westpac is seeking a Customer Insights Analyst for its Institutional & Business Banking team in Auckland. This role suits a recent graduate or early-career analyst who will translate data into practical insights for customers, Relationship Managers and product teams.

You will analyse customer, portfolio and market information, identify growth opportunities and support business priorities. This role offers growth in banking knowledge and data skills.

Qualifications

• Up to three years’ experience in analytics, insights, research, finance or 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 BI 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.

Responsibilities

• 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.

Skills

Analytical thinking

Communication

Excel skills

SQL or BI tools familiarity

Report/dashboard creation

Interest in banking

Financial statements understanding

Education

Degree in quantitative / business / economics

Equivalent experience

Tools

Power BI

Tableau

Python

R

SAS

Job description

Westpac is seeking a Customer Insights Analyst for its Institutional & Business Banking team in Auckland. This role suits a recent graduate or early-career analyst who will translate data into practical insights for customers, Relationship Managers and product teams.

You will analyse customer, portfolio and market information, identify growth opportunities and support business priorities. This role offers growth in banking knowledge and data skills.