Operations Specialist
About the role
You will be working in a team of specialists, dedicated to enhancing the customer experience by supporting customer moments with transparency, care, and efficiency. In this role, you’ll complete centralised, specialist processes, including supporting customers to resolve deceased estates, manage trust customers, powers of attorney, mortgage advances and discharges. By fostering a culture of empathy, exceptional service, and clear communication, you’ll deliver meaningful outcomes that align with our commitment to putting customers first. Collaboration with customer teams nationwide will ensure seamless and supportive experiences at every step.
This is a full-time position based in our Takapuna Customer Hub.
Key Responsibilities:
- Provide helpdesk support to our frontline staff for more complex account types and processes.
- Proactively work to improve our operational processes.
- Deliver administration support for our key centralised processes.
- Comply with various legislative requirements e.g. AML.
Skills and experience:
- Banking and/or financial services and lending experience is required.
- At least 2 years’ experience in a frontline customer service or retail position is desired.
- Experience working with legal processes is desired.
- Ability to problem solve, and make effective decisions within delegation
- Strong time management skills, with the ability to multitask
- Effective communication skills
Experience Better with Us
We’re a small and mighty Bank driven by the shared goal of helping New Zealanders bank better. As a proudly customer-owned Bank and Certified B Corporation, not only will you be helping Kiwis achieve their goals, but you’ll also experience better simply by working here:
- Purpose: As a smaller bank, your impact is bigger—you’ll see how your work makes a real difference in delivering exceptional customer experiences and financial outcomes, every single day.
- Career Growth: Expand your skills, take on new challenges and tap into a range of areas across the Bank.
- Support: We support you to balance life and work through generous benefits including Wellbeing Leave, Parental Leave Benefits, Life and Critical Illness insurance, Employee Assistance Programme, Banking Benefits, Profit Share and Workride.
- Belonging: You will feel like part of the team from day one. From the way we work together, our commitment to Pride Pledge, and focus on diversity and inclusion, you’ll be part of a team that’s making banking better for New Zealanders—together.
We’ve been operating for nearly 100 years and support over 180,000 customers across New Zealand. If you’re looking for a role where we work together to make an impact, and you can build a career you’re proud of, you’ve found the right place. We understand that no candidate is a perfect match for every qualification listed. So, if you are passionate about helping people to bank better and possess some of the key skills, we encourage you to submit your application. For any questions, please contact recruitmenthelp@co-operativebank.co.nz.
Applications Close: 11 September 2025
Applications for this role will take you to the advertisers site.
