Personal Lending Specialist

Personal Lending Specialist

• Auckland location is preferred, however, will consider applicants outside of the region
• Full time, Permanent position
• Mō te tūranga | About the Role

As a Personal Lending Specialist, you are a key member of a team servicing all the personal banking needs of our Corporate Customers. The Personal Lending team is part of the wider corporate team which comprises of a motivated team of experienced Relationship Managers and Analysts who work collectively to deliver a first-class customer experience to our corporate customers, and their owners.

In most cases, the personal lending team will partner with the Relationship Managers to provide a first-class experience when it comes to the personal lending aspects of our corporate customers relationship with Westpac. You will be responsible for taking the initial enquiry over the phone or via email, processing the customers personal funding request, and on-boarding the customers lending to Westpac. You will then be responsible for assisting the Relationship Manager in proactively managing the customers personal lending.

Nā tāu rourou | What will you bring?

You are an expert in managing personal banking clients’ needs and assessing and processing home loans, personal credit cards and personal loans meeting customer needs and ensuring Westpac regulatory obligations are met. As such you will have:

• Excellent oral and written communication skills.
• The ability to take ownership to act independently within agreed frameworks.
• Proven ability to build relationships with customers and a reputation for delivery excellent service.
• Confidence in the use of technology solutions to support productivity, efficiency, and innovation.
• The ability to build networks both internally and externally and communicate with confidence.
• The ability to interpret and translate technical material.
• Knowledge of the financial services industry, including 3+ years banking experience, preferably within a consumer or business banking environment.
• Sound knowledge of Westpac’s home loan products and our lending system.

• Financial Numeracy.

• A comprehensive understanding of Association customers and their needs.
• Westpac Hei Wāhi Mahi | Working at Westpac
• In addition to immersing yourself in a supportive team environment, you'll receive some great job perks and benefits including:
• • 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, insurance discounts and superannuation scheme
• • Growth and development – we provide opportunities for development and promote internal mobility
• • Recognition - we recognise and reward our star performers
• • 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 neurodiverse, 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:

22 August 2025