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Small Business Specialist
ANZSmall Business Specialist supporting New Zealand Business and Agri customers with banking services at ANZ. Handling virtual-channel enquiries, tailored solutions, referrals, and proactive retention outreach.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Personal Lending and customer service within the banking and financial services sector, with a strong focus on building relationships and delivering tailored financial solutions. Proficient in managing customer inquiries through various communication channels while balancing compliance and risk requirements.
Highest-signal resume keywords
Personal Lending ExperienceBanking And Financial Services KnowledgeStrong Communication SkillsCustomer Relationship ManagementProblem-Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Interpersonal SkillsOrganisational SkillsResilienceAdaptabilityGrowth Mindset
Industry Keywords
Customer ServiceFinancial SolutionsBusiness CustomersRisk And ComplianceStakeholder Relationships
About the role
Key responsibilities & impact- Deliver market-leading service meeting the financial needs of Business and Agri customers
- Identify individual customer needs and recommend tailored financial solutions
- Refer customers requiring new or additional credit to their Relationship Manager or Business Lending Specialist
- Support customer retention through term deposit rollovers, business check-in conversations, and promotion of preferred service channels
- Engage customers by phone, email, and outbound calling
- Support Kiwis launching businesses by setting them up with banking services and market-leading insights
- Deliver customer experiences through phone, email, and the online store
- Handle inbound calls and respond to customer emails
- Build strong customer and stakeholder relationships through easy, efficient, and accurate interactions
- Bring ANZ Values to life in interactions with customers and colleagues
Requirements
What you’ll need- Solid background in Personal Lending
- Proven experience in banking, financial services, insurance, lending, or a similar regulated customer service environment
- Passion for helping customers and taking ownership of enquiries from start to finish
- Genuine interest in learning about business customers and business structures
- Desire to build business knowledge and skills
- Strong communication and interpersonal skills
- Ability to build trusted relationships with customers, colleagues, and key stakeholders
- Confidence using multiple systems, processes, and communication channels
- Ability to balance customer needs with risk and compliance requirements
- Strong organisational and problem-solving skills
- Resilience and adaptability to manage competing priorities in a fast-paced environment
- Growth mindset
Benefits
Comp & perks- Flexible working arrangements
- Access to wellbeing services
- Discounts on selected products and services from ANZ
- Resources, opportunities, and community for career development
- Affinity networks
- Support and adjustments during the recruitment process for candidates with access requirements or disabilities