Personal Banking Adviser

Accredited employerFull-timePosted 1 week ago

Job Description

Wellington Branch

Permanent, Full-time

We are looking for a Personal Banking Advisor to join our amazing TSB team! This is an exciting position with the opportunity to join a close team environment and build your career within a highly successful, growing, and ambitious organisation.

About the role

You'll be the first point of contact for all new and existing customers, with a strong focus on building and maintaining relationships. The role requires passion to deliver all customers with exceptional service, while being responsible for providing banking solutions and options to help customers achieve their financial goals. Having a continuous commitment towards putting the needs of our customers, the ability to use initiative and self-manage when required, will be critical to the success of this position.

Who are you?

You will have a compassionate nature which enables you to connect with, empathise, and understand a wide variety of people. As a natural anticipator of needs, you can understand customer requirements and thrive in a role that allows you to build and maintain strong connections. You enjoy working in a fast-paced, changing environment and can maintain a positive approach. You are a team player with a positive, ‘can do’ approach.

In this role, you can expect to:

Provide sound financial advice to help educate and engage with customers

Create and develop long term relationships to support financial needs

* Identify and proactively report Conduct, Compliance and Operational Credit Risks

We are looking for candidates who have:

A New Zealand Certificate in Financial Services Level 5

At least 1-2 years previous New Zealand banking/financial service experience.

Able to pick up new systems, processes quickly.

Enjoy connecting and engaging with people at a variety of levels, providing exceptional service.

What’s in it for me?

At TSB, we’re small enough to really care about our customers but big enough to have great rates, innovative products, and digital solutions. We are looking for people to help us achieve our goal of being the easiest bank to deal with.

We aim to create remarkable experiences for our people, who in turn create remarkable experiences for our customers.

By working with us, you’ll be a part of a profit for purpose organisation. We’re 100% owned by Toi Foundation, a philanthropic trust, and our annual dividends contribute to Toi’s transformational impact in our community.

We believe that we all bring something unique to our workplace and when we are encouraged to be ourselves, TSB is stronger for it. That’s why we’re committed to supporting your wellbeing, creating space for you to be your best self, both in and out of work, and enabling you to make a meaningful difference in our communities.

If you are ready to get stuck in as part of a collaborative team where you’re supported to be your best self…. Apply Now!

Applications close 5.00pm, Friday 23rd October, 2026.

For a copy of the Job Description visit personal-banking-advisor-pd-customer-delivery.pdf

Senior Business Partner - People & Culture at TSB — name hidden until you unlockTheir email, a letter to them, and your resume tailored to this job$5 Apply (Original)

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