Transactional Relationship Manager
Based in Britomart, Auckland
Full time, Permanent position
Mō te tūranga | About the Role
We have an exciting opportunity for a motivated and customer-focused professional to join our Transactional Banking (TB) team as a Transactional
Relationship Manager.
Based in Auckland and reporting to the Senior Manager, Transactional Relationships, you will be responsible for managing and growing a portfolio of business clients by delivering tailored transactional banking solutions.
This role is ideal for someone with a deep understanding of transactional banking, a strong commercial mindset, and a passion for delivering exceptional customer outcomes. You’ll thrive in a high-performance environment and work collaboratively across the wider Institutional and Business Banking (IBB) team to execute the TB strategy and support broader business goals.
Key Responsibilities:
Manage and grow a portfolio of business clients through proactive relationship management and pipeline development.
Deliver high-quality customer engagements with a focus on simplifying and automating banking solutions.
Resolve customer issues with innovative solutions that enhance organisational performance, risk management, and user experience.
Implement transactional banking products and services for new and existing clients.
Contribute to positive Net Promoter Score (NPS) and Customer Advocacy Score (CAS) outcomes.
Confidently pitch and negotiate with clients on financial, risk, and compliance matters.
Maintain a strong focus on pricing governance, return on tangible equity (ROTE), and performance at both customer and product levels.
Identify and generate new business opportunities aligned with clients’ strategic and operational needs.
Nā tāu rourou | What will you bring?
Deep understanding of transactional banking products, services, and market dynamics, with the ability to translate this knowledge into tailored client solutions.
Proven experience managing and growing a portfolio of business or institutional clients, with a strong focus on customer needs and long-term relationship building.
Ability to align day-to-day activities with broader business strategies, financial goals, and risk management frameworks.
Strong interpersonal skills to work effectively across the Transactional Banking team and the wider Institutional and Business Banking (IBB) network.
A results-driven mindset with the ability to identify growth opportunities and contribute to the execution of the TB strategy.
Sound understanding of risk management principles and the ability to apply them in client interactions and portfolio oversight.
Clear and confident communicator, capable of engaging with senior stakeholders and presenting complex solutions in a client-friendly manner.
Comfortable working in a dynamic environment, with a proactive approach to problem-solving and continuous improvement.
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:
16 August 2025
