Relationship Associate

Westpac Bank; Tauranga; On-site; NZD 65,000 - 90,000; Full time

Benefits offered by this job

4 weeks holiday

Wellbeing leave

Parental leave

Volunteer days

Banking benefits

Job summary

Westpac Tauranga seeks a Relationship Associate for the Corporate Banking team. Based in Tauranga, the role focuses on credit analysis, financial insight and portfolio management to support Relationship Managers and safeguard lending performance.

You will deliver accurate credit submissions, monitor risk, and contribute to the bank's risk and compliance standards while building strong client relationships and industry knowledge in New Zealand.

Qualifications

• Develop deep understanding of customers, industries, and market conditions to inform credit decisions and relationship strategies.
• Provide high-quality credit submissions, financial insight and portfolio management expertise.
• Demonstrate strong risk management, timely assessment, and adherence to policy standards.

Responsibilities

• Support Relationship Managers with accurate credit submissions and financial analysis.
• Monitor portfolio health, triggers, covenants and conduct periodic risk reviews.
• Perform dynamic risk management and ensure timely credit submissions in line with policies.

Skills

Credit analysis

Financial analysis

Portfolio management

Risk assessment

Regulatory compliance

Analytical thinking

Interpersonal communication

Attention to detail

Problem-solving

Education

Tertiary qualification in accounting/finance

Job description

Relationship Associate, Corporate Banking

Based in Tauranga

Full time, Permanent position

We are looking for a commercially minded and analytically strong Relationship Associate to join our Institutional & Business Banking team. This role is ideal for someone who enjoys deep customer analysis, thrives on problem‑solving, and wants to contribute meaningfully to customer success and portfolio performance.

Mō te tūranga | About the role

As a Relationship Associate, you will work as part of a team of Corporate Banking Relationship Associates who play a central role in supporting Relationship Managers by providing high‑quality credit analysis, financial insight, and portfolio management expertise. Your work will directly influence customer outcomes, the health of the lending portfolio, and the strength of our risk and compliance standards.

You will develop a deep understanding of customers, industries, and market conditions, ensuring we maintain strong relationships and deliver well‑considered credit solutions. This role is key in safeguarding Westpac’s reputation through rigorous assessment, sound judgement, and timely credit submissions.

You will complete accurate, concise and well thought through credit submissions whilst undertaking dynamic risk management of the portfolio incorporating accurate and timely monitoring of triggers, covenants, completion of periodic risk reviews and continuous risk monitoring within policy timeframes and standards.

Nā tāu rourou | What will you bring?

• Tertiary qualification in accounting, finance, or a related field.
• Knowledge of banking products and the New Zealand market.
• Understanding of NZ’s commercial environment and economic landscape.
• Strong financial analysis and credit assessment capability.
• Knowledge of regulatory compliance and credit risk.
• Excellent analytical thinking and problem‑solving skills.
• Strong interpersonal and written communication skills.
• High attention to detail and ownership of deliverables.
• Familiarity with legal and lending documentation will be advantageous

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!

We encourage people from all walks of life to apply, including those who are neurodiverse, have chronic health conditions or disabilities – your attitude and passion are as important to us as your experience, qualifications and capabilities.