Senior Transactional Relationship Manager

Westpac Bank; Wellington; On-site; NZD 120,000 - 180,000; Full time

Benefits offered by this job

Wellbeing leave

Purchased leave

Banking benefits

Career growth

Parental leave top-up

School holiday subsidy

Volunteer days

Job summary

Westpac Bank in Wellington is seeking a Senior Transactional Relationship Manager to lead and grow a portfolio of business banking relationships within the Institutional Transactional Banking team. You will design initiatives rooted in client understanding and deliver tangible value, working with TB and IBB to align with strategic goals from our Wellington/Auckland offices.

You will manage complex client needs, deliver solutions across products, and contribute to pricing governance and risk

Qualifications

• Deep subject matter knowledge across banking, transactional, payments, data.
• Proven customer management experience with business customers in changing environments.

Responsibilities

• Generate new business with customers by meeting their strategic, working capital and transactional banking needs.
• Manage customer engagements, identifying and executing opportunities that add value to customers’ businesses.
• Improve customer experience by simplifying and automating banking needs and resolving issues proactively.
• Pitch and negotiate with customers across financial, risk and compliance matters.
• Contribute to positive NPS / CAS measures and to overall performance at customer and product levels.

Skills

Relationship management

Transactional banking

Negotiation

Customer engagement

Cross-functional collaboration

Job description

Senior Transactional Relationship Manager

Westpac Bank – Wellington Central, North Island

Senior Transactional Relationship Manager

Permanent Full-time role

Based in Wellington

Westpac is New Zealand’s market leader in delivering complex payments, technology and data solutions to business banking, institutional and government customers. We have a fantastic opportunity for a solution-oriented person who is a driver of change to join our Institutional Transactional Banking (TB) team.

Mō te tūranga | About the role

Your core responsibility will be developing an understanding of our clients’ businesses, allowing you to design and deliver initiatives that make a material difference. Based in our office in Auckland, you will work with both existing and new to bank clients, managing and growing a portfolio of customer relationships, utilising your deep knowledge of transactional banking and relentless focus on customer needs.

You will support and collaborate closely within the TB business and wider Institutional and Business Banking (“IBB”) to execute the TB strategy, ensuring alignment with the broader IBB goals, financial objectives and sound risk management. Working with senior management and customer delivery teams, you will be trusted as a subject matter expert who can deliver tangible value.

Key responsibilities include:

Generate new business with customers by meeting the customer’s strategic, working capital and transactional banking needs

Managing customer engagements where you’ll take the initiative to identify and execute opportunities that add value to our customers' businesses

Quality customer engagements, with quick turnaround and clear decision points - improving the customer experience with Westpac by simplifying and automating the customers' banking needs

Resolving customer issues proactively - working with customers on solutions that improve customers’ organisational performance, risk management and user experience

Implementing products and services to new and existing customers.

Contributing to positive NPS / CAS measures.

Confident to pitch and negotiate with customers, including all financial, risk and compliance matters.

Clear focus on pricing governance, ROTE and overall performance at customer and product level.

Operate in a high-performance culture. You'll positively contribute to the TB team, influence and collaborate across Westpac to get the right outcomes.

Nā tāu rourou | What will you bring?

You will bring deep subject matter knowledge across banking, transactional, payments, data and associated products, combined with demonstrated experience improving NPS, risk and pricing. Proven customer management experience with business customers at various levels while being able to work in an ever-changing environment is imperative. You will bring the ability to work remotely across geographic teams and as part of a virtual team, combined with customer and delivery experience, and problem solving in complex organisations.

You are commercial, with experience working in the operation of businesses, which you use to develop and present solutions that meet your clients' needs. This is a fantastic opportunity if you have a strong work ethic, solution mindset, a keen attention to detail and enjoy contributing to your team.

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 neurodiverse, have chronic health conditions or disabilities – your attitude and passion are as important to us as your experience, qualifications and capabilities.