Customer service

Banking Specialist

SBS Bank · 201-1000 employees

Queenstown, Otago6 days ago
OnsiteFull timeMid level

What the role involves

  • Building member relationships
  • Matching product solutions
  • Processing lending applications

What they ask for

Proven customer service and sales experience, residential lending experience and strong lending knowledge, confidence using digital tools, strong analytical and decision-making skills, willingness to work towards NZ Certificate in Financial Services (Level 5).

  • Professional licence or registration

About the job

Applications Close: 07/10/2026

With more than 150 years of history in Aotearoa New Zealand, SBS Bank is proud to help Kiwis find a place to call home.

Our purpose drives us every day: supporting our members, their whānau and the communities we serve.

We’re on an exciting transformation journey, investing in new capabilities to deliver a more modern, secure banking experience for today and the future.

To help us with this, we're looking for someone who is passionate about helping people to join our Southern Lakes team as a Banking Specialist.

What You'll be Busy With:

  • Building strong relationships with members and identifying opportunities to support their financial wellbeing.
  • Matching members with the right solutions across our full product range, from everyday banking to complex lending.
  • Proactively growing our business through relationship management, networking and business development activities
  • Effective processing of simple and complex lending applications

What You'll Bring:

  • Hit the ground running with your energy, drive, and enthusiasm
  • Proven customer service and sales experience
  • Residential lending experience and strong lending knowledge
  • Confidence using digital tools and a willingness to embrace change
  • The ability to adapt and succeed in a fast-evolving environment
  • Strong analytical, negotiation and decision-making skills
  • A genuine desire to help members achieve financial success
  • Appetite to learn, including working towards your NZ Certificate in Financial Services (Level 5)
  • Align with our Values: Own It, We're With You, Do What's Right, One Team

What's in it for you:

  • Ongoing learning and development opportunities
  • A workplace that takes wellbeing, diversity and inclusion seriously.
  • The Southern Lakes on your doorstep.
  • Hours that respect your time: 8.30am–5.00pm, Monday to Friday.

About us:

As a 100% New Zealand Member-owned bank, we have the freedom to focus on what matters most: creating real value for our members through competitive products, local sponsorships and meaningful community support.

To support our growth, we’re looking for passionate, curious people who want to make an impact and help shape the future of banking in New Zealand.

At SBS, we foster an inclusive, innovative culture where people are encouraged to challenge conventions, share ideas and bring their whole selves to work.

We’re a close-knit, caring whānau that values diversity, supports wellbeing and invests in development, because when our people thrive, so do our members and communities.

If you’re ready to be part of a team where your contribution is valued and your perspective matters, we’d love to hear from you.

Apply today to join the Bank with Heart and become part of our SBS whānau

Logos provided by Logo.dev