Client Services Job Listings

Banking Operations Officer64836982755841110

Trademe

Banking Operations Officer

**Applications Close: 18/01/2026** With a rich history spanning over 150 years in Aotearoa New Zealand, SBS Bank is making a positive impact on Kiwis' lives by helping them find a place to call home. It's a powerful purpose that drives us every single day! Right now, we're on an exhilarating transformation journey, reimagining how we can deliver banking to better meet the evolving needs of our customers and the digital world we live in. It's an exciting time, as part of this we're growing our team and investing in new capabilities to help share the future of banking in New Zealand. If you're passionate about making an impact and being part of something meaningful, we'd love to hear from you. At SBS, we truly believe that when people achieve their financial goals, their whānau and communities flourish as a result. **To help us with this, we are searching for a Banking Operations Officer to join our team based in Invercargill on a fixed term basis. This role is a pathway to a career in Banking and may also be suitable for a recent Graduate** **What you'll be busy with:** * providing excellent customer service to our internal customers - the SBS Bank branch network, and members, through a centralised administrative support service * liaising with solicitors to ensure there is an understanding and acceptance of SBS requirements * actioning requests from external parties * providing problem solving for some SBS Bank procedures and system related issues * building collaborative working relationships with all customers and with your team members. **What you'll bring:** * competency with MS Word, and MS Excel * previous experience in a banking or financial environment would be an advantage but is not a requirement * excellent organisational skills and the ability to cope with urgent and sudden changes in workflow * initiative, enthusiasm, attention to detail and ability to prioritise workloads * be a team player and most importantly you will align with our Values: Own It, Do What's Right, One Team, We're with you This role is fixed term for up to 12 months, and is full-time, 37.5 hours a week 8.30am to 5pm, Monday to Friday. **About Us:** We're on an exhilarating growth journey, and we need exceptional individuals who are ready to embrace our ambitious goals. We're seeking passionate trailblazers from all walks of life who are eager to shape the future of banking. As a 100% NZ Member-owned bank, we have the freedom to focus on creating real value for our Members (customers). With no shareholders to please, we can offer market-leading lending and funding rates while giving back to our communities through local sponsorships and support. Every success we achieve directly benefits our Members and the regions we serve. We foster an inclusive and innovative environment that thrives on challenging the status quo. We actively encourage our people to question conventions, push boundaries, and test our thinking. This mindset paves the way to successfully achieving our growth. When it comes to our culture, we're proud to say that we're more than just colleagues - we're a close-knit, caring, and inclusive whānau. We embrace diversity in all its forms and actively promote an environment where everyone feels valued, respected, and empowered. We invest in your development, well-being, and growth because we believe that when you thrive, we all succeed. So, if you're ready to be part of a small bank with a big heart, where your unique perspectives and contributions are celebrated, then come on board and join us! Together, we'll help Kiwis find a place to call home. **Apply today to join the Bank with Heart and become part of our SBS whānau**

Invercargill, New Zealand

Negotiable Salary

Trademe

Banking Operations

**Applications Close: 21/12/2025** With a rich history spanning over 150 years in Aotearoa New Zealand, SBS Bank is making a positive impact on Kiwis' lives by helping them find a place to call home. It's a powerful purpose that drives us every single day! Right now, we're on an exhilarating transformation journey, reimagining how we can deliver banking to better meet the evolving needs of our customers and the digital world we live in. It's an exciting time, as part of this we're growing our team and investing in new capabilities to help share the future of banking in New Zealand. If you're passionate about making an impact and being part of something meaningful, we'd love to hear from you. At SBS, we truly believe that when people achieve their financial goals, their whānau and communities flourish as a result. **To help us with this, we are searching for a new Banking Operations team member to us on a fixed term basis** This roles is a pathway to a career in Banking and may also be suitable for a recent Graduate. **What you'll be busy with:** * providing excellent customer service to our internal customers - the SBS Bank branch network, and members, through a centralised administrative support service * liaising with solicitors to ensure there is an understanding and acceptance of SBS requirements * actioning requests from external parties * providing problem solving for some SBS Bank procedures and system related issues * building collaborative working relationships with all customers and with your team members. **What you'll bring:** * competency with MS Word, and MS Excel * previous experience in a banking or financial environment would be an advantage but is not a requirement * excellent organisational skills and the ability to cope with urgent and sudden changes in workflow * initiative, enthusiasm, attention to detail and ability to prioritise workloads * be a team player and most importantly you will align with our Values: Own It, Do What's Right, One Team, We're with you This role is fixed term for 12 months, with hours of work 8.30am to 5pm, Monday to Friday. **About Us:** We're on an exhilarating growth journey, and we need exceptional individuals who are ready to embrace our ambitious goals. We're seeking passionate trailblazers from all walks of life who are eager to shape the future of banking. As a 100% NZ Member-owned bank, we have the freedom to focus on creating real value for our Members (customers). With no shareholders to please, we can offer market-leading lending and funding rates while giving back to our communities through local sponsorships and support. Every success we achieve directly benefits our Members and the regions we serve. We foster an inclusive and innovative environment that thrives on challenging the status quo. We actively encourage our people to question conventions, push boundaries, and test our thinking. This mindset paves the way to successfully achieving our growth. When it comes to our culture, we're proud to say that we're more than just colleagues - we're a close-knit, caring, and inclusive whānau. We embrace diversity in all its forms and actively promote an environment where everyone feels valued, respected, and empowered. We invest in your development, well-being, and growth because we believe that when you thrive, we all succeed. So, if you're ready to be part of a small bank with a big heart, where your unique perspectives and contributions are celebrated, then come on board and join us! Together, we'll help Kiwis find a place to call home. **Apply today to join the Bank with Heart and become part of our SBS whānau**

Invercargill, New Zealand

Negotiable Salary

Real Estate Salesperson64580709488770112

Trademe

Real Estate Salesperson

Ready for a Career Change? Real Estate Could Be Your Next Big Move. If you're feeling stuck or craving more from your career, you're not alone - and you're exactly where you need to be. Real estate is an exciting, people-focused industry where your success is driven by your effort, your mindset, and your willingness to grow. At Harcourts Four Seasons, we help both new and experienced consultants build rewarding careers with the support, training, and mentorship needed to thrive. Does This Sound Like You? You might be the perfect fit if you're someone who: - Wants more control over your income and schedule - Enjoys connecting with people and helping them achieve big life goals - Is ready to invest in your personal and professional growth - Has the drive and resilience to succeed, even if you're starting fresh What You'll Get With Harcourts Four Seasons - World-class training and guidance as you work through your Level 4 qualification - Mentorship, tools, and ongoing support from industry-leading professionals - Uncapped earning potential - commission rewards the effort you put in - Work-life freedom, with the ability to shape your own schedule - A trusted global brand backing you every step of the way What You Need to Know Before You Start Real estate is a professional career, and like any career move, it requires an initial investment of study. To start selling property in New Zealand, you'll need to complete the New Zealand Certificate in Real Estate (Level 4). This is your entry ticket into the industry - and we'll guide you through the process so you're set up for success. It's also important to understand that real estate sales roles are commission-only. Your income is driven by your activity, commitment, and determination - giving you truly unlimited earning potential once you hit your stride. Who We're Looking For We're not focused on your past experience - we're focused on your potential. We want people who are: - Self-driven and motivated to design their own future - Great communicators who genuinely enjoy working with people - Resilient, proactive, and solution-focused - Eligible to work in NZ permanently with a valid driver's licence For more information on how to fast track changing careers get in touch with Kat today kat@trn.org.nz

Christchurch City, Canterbury Region, New Zealand

Negotiable Salary

Trademe

Client Manager

Client Manager Location: Hamilton Reports To: Senior Mortgage Broker / Regional Manager Join the team and help clients achieve their home ownership dreams! Our client is looking for a Client Manager who is passionate about delivering exceptional service and thrives in a fast-paced financial services environment. In this role, you’ll be the key link between clients, brokers, and lenders—ensuring a smooth and stress-free home loan journey. What You’ll Do - Manage Client Relationships: Be the primary point of contact, provide timely updates, and build strong connections that encourage repeat business and referrals. - Support Loan Applications: Assist brokers with preparing and submitting applications, collecting documentation, and monitoring progress to ensure timely approvals. - Ensure Compliance & Accuracy: Maintain client files in line with industry regulations, keep CRM records up to date, and support audit preparation. - Liaise with Lenders & Stakeholders: Communicate with lenders, conveyancers, and real estate agents to facilitate smooth settlements while staying informed on product changes. - Drive Process Improvements: Identify opportunities to enhance client service and operational efficiency. What We’re Looking For - Background or degree in Finance, Economics, Accounting, or related field (preferred). - Understanding of home loan products and lending processes. - Experience in mortgage broking, banking, or financial services (preferred but not essential). - Excellent communication skills and attention to detail. - Ability to manage multiple tasks and work independently. - Proficiency in CRM systems and Microsoft Office. - Certificate IV in Finance and Mortgage Broking (desirable but not essential). Key Attributes - Customer-focused and proactive. - Solution-oriented with a collaborative mindset. - Strong time management and organisational skills. - Committed to compliance and ethical standards. Why Join the Team? You’ll be part of a supportive team that values professionalism, growth, and client success. If you’re ready to make a real impact and build a rewarding career in mortgage broking, we’d love to hear from you. Apply now and help us create exceptional client experiences!

Hamilton, New Zealand

Negotiable Salary

Trademe

Banking Specialist

**Applications Close: 14/11/2025** With a rich history spanning over 150 years in Aotearoa New Zealand, SBS Bank is making a positive impact on Kiwis' lives by helping them find a place to call home. It's a powerful Purpose that drives us every single day! Right now, we're on an exhilarating transformation journey, reimagining how we can deliver banking to better meet the evolving needs of our customers and the digital world we live in. It's an exciting time, as part of this we're growing our team and investing in new capabilities to help share the future of banking in New Zealand. If you're passionate about making an impact and being part of something meaningful, we'd love to hear from you. At SBS, we truly believe that when people achieve their financial goals, their whānau and communities flourish as a result. We truly believe that when people achieve their financial goals, their whānau and communities flourish as a result. **To help us with this, we are searching for a Banking Specialist to join our Adviser Team, based in Invercargill.** **What You'll be Busy With:** * Growth and profitability using our Member Experience framework to proactively identify and understand member needs and to recommend additional suitable products or services that will benefit the member, including referring on where appropriate * Ensuring members are matched with the right solutions to meet their financial needs across the full product suite including simple and complex lending * Proactively grow the business through key relationships and business development * Effective processing of simple and complex lending applications **What You'll Bring:** * Hit the ground running with your energy, drive, and enthusiasm * Demonstrate customer service and sales experience * Demonstrate residential lending experience * Positive digital advocate who enjoys learning * Ability to work in a consistently evolving and changing environment * Be rock solid with sound decision making, analytical and negotiation skills * Have a perceptive nature and innate desire to help our Members succeed financially * Be a keen learner who welcomes the opportunity to study and obtain NZ Certificate in Financial Services (Level 5) * Align with our Values: *Own It, We're With You, Do What's Right, One Team* This role is full time, Monday to Friday 8.30am to 5pm. **About Us:** We're on an exhilarating growth journey, and we need exceptional individuals who are ready to embrace our ambitious goals. We're seeking passionate trailblazers from all walks of life who are eager to shape the future of banking. As a 100% NZ member-owned bank, we have the freedom to focus on creating real value for our Members (customers). With no shareholders to please, we can offer market-leading lending and funding rates while giving back to our communities through local sponsorships and support. Every success we achieve directly benefits our Members and the regions we serve. We foster an inclusive and innovative environment that thrives on challenging the status quo. We actively encourage our people to question conventions, push boundaries, and test our thinking. This mindset paves the way to successfully achieving our growth. When it comes to our culture, we're proud to say that we're more than just colleagues - we're a close-knit, caring, and inclusive whānau. We embrace diversity in all its forms and actively promote an environment where everyone feels valued, respected, and empowered. We invest in your development, well-being, and growth because we believe that when you thrive, we all succeed. So, if you're ready to be part of a small bank with a big heart, where your unique perspectives and contributions are celebrated, then come on board and join us! Together, we'll help Kiwis find a place to call home. **Apply today to join the Bank with Heart and become part of our SBS whānau**

Invercargill, New Zealand

Negotiable Salary

Banking and Accounts Receivable - Central Auckland63898347250817115

Trademe

Banking and Accounts Receivable - Central Auckland

**Banking and Accounts Receivable** - Fulltime (Mon - Fri) - Spacious Corporate Offices based in Greenlane, Central Auckland - Hybrid role Do you want to be part of a high-performing finance team that makes a real difference in people's lives? Read on. The Spectrum Foundation vision is: "An Aotearoa in which all disabled people have equal opportunity to live good lives". The Foundation works closely alongside his subsidiaries (Spectrum Care Limited and Homes of Choice) to achieve this vision. Our Head Office in Greenlane has a full-time position for an experienced Banking and Accounts Receivable applicant to join our Finance and Administration Team. A degree in accounting would be an ideal base; however, we would also consider candidates qualified by experience. **0Key Responsibilities:** - Experience using Microsoft Business Central - Accounts Receivable and debtor management - Reconciliation of bank accounts - Liaise with funding agencies (e.g. WINZ and MOH) - Maintain internal control systems and assist in year-end annual reports/audit process - Continuous improvement of systems, processes and documentation **Ideally you w0ill have:** - 2+ years' experience in a similar role - Experience with credit control, accounts receivable, debtor management, budgeting and financial accounting preferred - Strong computer skills - Excellent written and verbal communication - Well-organised, attention to detail and excellent time management skills This is a busy role, in a close-knit, supportive environment. Join our friendly, collaborative, corporate finance team and receive a competitive remuneration package with a commitment to your on-going development and learning.

Auckland, New Zealand

Negotiable Salary

Trademe

Support Centre Roles

**Applications Close: 14/09/2025** With a rich history spanning over 150 years in Aotearoa New Zealand, SBS Bank is making a positive impact on Kiwis' lives by helping them find a place to call home. It's a powerful purpose that drives us every single day! We truly believe that when people achieve their financial goals, their whānau and communities flourish as a result. **Due to a project secondment, we are searching for a Support Centre Roles to join our Invercargill-based Support Centre team. This role is fixed term for up to 12 months.** **What you'll be busy with:** * providing excellent customer service to our internal customers - the SBS Bank branch network, and members, through a centralised administrative support service * liaising with solicitors to ensure there is an understanding and acceptance of SBS requirements * actioning requests from external parties * providing problem solving for some SBS Bank procedures and system related issues * building collaborative working relationships with all customers and with your team members. **What you'll bring:** * competency with MS Word, and MS Excel * previous experience in a banking or financial environment would be an advantage but is not a requirement * excellent organisational skills and the ability to cope with urgent and sudden changes in workflow * initiative, enthusiasm, attention to detail and ability to prioritise workloads * be a team player and most importantly you will align with our Values: Own It, Do What's Right, One Team, We're with you These roles are a pathway to a career in Banking and may also be suitable for a Commerce Graduate. This role is full time, Monday to Friday, 8.30am - 5pm **About Us:** We're on an exhilarating growth journey, and we need exceptional individuals who are ready to embrace our ambitious goals. We're seeking passionate trailblazers from all walks of life who are eager to shape the future of banking. As a 100% NZ Member-owned bank, we have the freedom to focus on creating real value for our Members (customers). With no shareholders to please, we can offer market-leading lending and funding rates while giving back to our communities through local sponsorships and support. Every success we achieve directly benefits our Members and the regions we serve. We foster an inclusive and innovative environment that thrives on challenging the status quo. We actively encourage our people to question conventions, push boundaries, and test our thinking. This mindset paves the way to successfully achieving our growth. When it comes to our culture, we're proud to say that we're more than just colleagues - we're a close-knit, caring, and inclusive whānau. We embrace diversity in all its forms and actively promote an environment where everyone feels valued, respected, and empowered. We invest in your development, well-being, and growth because we believe that when you thrive, we all succeed. So, if you're ready to be part of a small bank with a big heart, where your unique perspectives and contributions are celebrated, then come on board and join us! Together, we'll help Kiwis find a place to call home. **Apply today to join the Bank with Heart and become part of our SBS whānau**

Invercargill, New Zealand

Negotiable Salary

Financial Advisor Support Associate63612254206337117

Trademe

Financial Advisor Support Associate

Madison Recruitment is exclusively partnering with a well-established financial services provider to recruit an Advice Support Associate. This a newly created and pivotal role in their evolving business and is a pivotal opportunity for someone who enjoys working across training, compliance, and operational support to improve the way financial advice is delivered across the country. About the Opportunity This is a rare chance to step into a broad, meaningful role where you'll help drive change in how quality financial advice is delivered across Aotearoa. With a 30-year history and a strong traditional model, the business is now growing into the digital space – offering clients more flexibility and control over how they access financial advice. As Advice Support Associate, you’ll support both sides of the business: helping long-serving advisers adapt to updated processes, while embedding scalable systems, training, and compliance frameworks to support future growth. You’ll work closely with the operations and adviser teams across the country – providing training, checking advice files, rolling out new tools, and helping make the advice experience better for both clients and advisers. Key Responsibilities - Conduct regular reviews of client advice files for quality and compliance - Provide structured feedback and support to advisers and nominated representatives - Maintain up-to-date advice templates, processes, and registers - Assist with onboarding, coaching, and ongoing development of advisers - Design and deliver training and development plans across the adviser group - Help embed scalable client service processes and technology tools - Act as a link between advice, client care, and operations teams - Support projects focused on improving adviser and client outcomes - Report regularly to the Operations Manager with insights and trends - Contribute to continuous improvement of advice delivery across the business What we’re looking for: - Minimum 5 years’ experience in the financial advice industry - Level 5 Certificate in Financial Services (or currently completing it) - Strong knowledge of compliance requirements and advice processes - Experience training, coaching, or supporting advisers or advice teams - Excellent verbal and written communication skills - Comfortable working with digital advice tools, CRMs, and templates - High attention to detail, strong organisational skills, and a solutions-focused mindset - Confident engaging with a wide range of personalities and seniority levels - Ability to work independently and take initiative without needing micromanagement What’s in it for you? - Flexible hours and work-from-home options - An opportunity to shape and grow with a business that’s investing in innovation - Supportive, down-to-earth team culture - Career development opportunities into advice, compliance, or leadership If you’re experienced in the financial advice space and ready to influence meaningful change, click apply now!

North Shore, Hauraki, Auckland, New Zealand

Negotiable Salary

Customer Care Consultant63612250450178118

Trademe

Customer Care Consultant

**Applications Close: 03/08/2025** With a rich history spanning over 150 years in Aotearoa New Zealand, SBS Bank is making a positive impact on Kiwis' lives by helping them find a place to call home. It's a powerful purpose that drives us every single day! We truly believe that when people achieve their financial goals, their whānau and communities flourish as a result. **To help us with this, we are searching for a Customer Care Consultant to join our Invercargill based Contact Centre team** **What you'll be busy with:** * growing and retaining our member base by delivering personalised customer experiences * being one of the friendly, helpful voices of the Bank on the phone, welcoming our customers and actioning their requests quickly and efficiently * providing amazing financial advice, connecting our customers' financial needs with the right products and services * being a tech guru for customers and helping them transition to and utilise digital tools **What you'll bring:** * passion for helping Kiwis achieve their financial goals and providing an exceptional level of service * interest in the financial industry, and a desire to further your own skills by gaining your qualification in the NZ Certificate in Financial Services (Level 5). We pay for your study! * previous customer service experience * a willingness to learn new digital tools, and ideally a good understanding of Microsoft 365 Office tools * well-development numeracy and literacy skills * a high level of accuracy and attention to detail * alignment with our culture and values: Own It, One Team, Do What's Right, and We're With You This role is full time (37.5 hours per week) with days and hours of work negotiable. **About Us:** We're on an exhilarating growth journey, and we need exceptional individuals who are ready to embrace our ambitious goals. We're seeking passionate trailblazers from all walks of life who are eager to shape the future of banking. As a 100% NZ Member-owned bank, we have the freedom to focus on creating real value for our Members (customers). With no shareholders to please, we can offer market-leading lending and funding rates while giving back to our communities through local sponsorships and support. Every success we achieve directly benefits our Members and the regions we serve. We foster an inclusive and innovative environment that thrives on challenging the status quo. We actively encourage our people to question conventions, push boundaries, and test our thinking. This mindset paves the way to successfully achieving our growth. When it comes to our culture, we're proud to say that we're more than just colleagues - we're a close-knit, caring, and inclusive whānau. We embrace diversity in all its forms and actively promote an environment where everyone feels valued, respected, and empowered. We invest in your development, well-being, and growth because we believe that when you thrive, we all succeed. So, if you're ready to be part of a small bank with a big heart, where your unique perspectives and contributions are celebrated, then come on board and join us! Together, we'll help Kiwis find a place to call home. **Apply today to join the Bank with Heart and become part of our SBS whānau**

Invercargill, New Zealand

Negotiable Salary

Trademe

Banking Consultant

**Applications Close: 20/07/2025** With a rich history spanning over 150 years in Aotearoa New Zealand, SBS Bank is making a positive impact on Kiwis' lives by helping them find a place to call home. It's a powerful purpose that drives us every single day! We truly believe that when people achieve their financial goals, their whānau and communities flourish as a result. **To help us with this, we are searching for a Banking Consultant to join our Direct Banking Team based in Invercargill.** **What you'll be busy with:** * Growth and profitability using our Member Experience framework to proactively identify and understand member needs and to recommend additional suitable products or services that will benefit the member, including referring on where appropriate * Ensuring members are matched with the right solutions to meet their financial needs across the full product suite including simple lending * Proactively grow the business through key relationships and business development * Effective processing of simple lending applications **What you'll bring:** * Hit the ground running with your energy, drive, and enthusiasm * Demonstrate customer service and sales experience * Demonstrate residential lending experience * Positive digital advocate who enjoys learning * Ability to work in a consistently evolving and changing environment * Be rock solid with sound decision making, analytical and negotiation skills * Have a perceptive nature and innate desire to help our Members succeed financially * Be a keen learner who welcomes the opportunity to study and obtain NZ Certificate in Financial Services (Level 5) Align with our Values: Own It, We're With You, Do What's Right, One Team This role is full time, 37.5 hours a week, worked 8.30am to 5pm, Monday to Friday. **About Us:** We're on an exhilarating growth journey, and we need exceptional individuals who are ready to embrace our ambitious goals. We're seeking passionate trailblazers from all walks of life who are eager to shape the future of banking. As a 100% NZ Member-owned bank, we have the freedom to focus on creating real value for our Members (customers). With no shareholders to please, we can offer market-leading lending and funding rates while giving back to our communities through local sponsorships and support. Every success we achieve directly benefits our Members and the regions we serve. We foster an inclusive and innovative environment that thrives on challenging the status quo. We actively encourage our people to question conventions, push boundaries, and test our thinking. This mindset paves the way to successfully achieving our growth. When it comes to our culture, we're proud to say that we're more than just colleagues - we're a close-knit, caring, and inclusive whānau. We embrace diversity in all its forms and actively promote an environment where everyone feels valued, respected, and empowered. We invest in your development, well-being, and growth because we believe that when you thrive, we all succeed. So, if you're ready to be part of a small bank with a big heart, where your unique perspectives and contributions are celebrated, then come on board and join us! Together, we'll help Kiwis find a place to call home. **Apply today to join the Bank with Heart and become part of our SBS whānau**

Invercargill, New Zealand

Negotiable Salary