Relationship Associate

Posted 6 Days Ago
Be an Early Applicant
Branch, MN, USA
In-Office
Junior
Fintech • Financial Services
The Role
Support Relationship Managers with credit analysis, financial insight, and portfolio monitoring. Prepare credit submissions, manage covenants and triggers, perform risk reviews, and ensure regulatory compliance to safeguard portfolio health.
Summary Generated by Built In

Relationship Associate, Corporate Banking

  • Based in Nelson

  • Full time, Permanent position

We are looking for a commercially minded and analytically strong Relationship Associate to join our Institutional & Business Banking team. This role is ideal for someone who enjoys deep customer analysis, thrives on problem‑solving, and wants to contribute meaningfully to customer success and portfolio performance.

Mō te tūranga | About the role

As a Relationship Associate, you will work as part of a team of Corporate Banking Relationship Associates who play a central role in supporting Relationship Managers by providing high‑quality credit analysis, financial insight, and portfolio management expertise. Your work will directly influence customer outcomes, the health of the lending portfolio, and the strength of our risk and compliance standards.

You will develop a deep understanding of customers, industries, and market conditions, ensuring we maintain strong relationships and deliver well‑considered credit solutions. This role is key in safeguarding Westpac’s reputation through rigorous assessment, sound judgement, and timely credit submissions.

You will complete accurate, concise and well thought through credit submissions whilst undertaking dynamic risk management of the portfolio incorporating accurate and timely monitoring of triggers, covenants, completion of periodic risk reviews and continuous risk monitoring within policy timeframes and standards.

Nā tāu rourou | What will you bring?

  • Tertiary qualification in accounting, finance, or a related field.

  • Knowledge of banking products and the New Zealand market.

  • Understanding of NZ’s commercial environment and economic landscape.

  • Strong financial analysis and credit assessment capability.

  • Knowledge of regulatory compliance and credit risk.

  • Excellent analytical thinking and problem‑solving skills.

  • Strong interpersonal and written communication skills.

  • High attention to detail and ownership of deliverables.

  • Familiarity with legal and lending documentation will be advantageous

Westpac Hei Wāhi Mahi | Working at Westpac

Immersing yourself in a supportive team environment, and receive some of the best banking, and lifestyle benefits in the market along with:

  • 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

  • Career growth – we promote internal capability; we have programmes that recognise star performers

  • Generous parental leave – and top up government paid parental leave

  • 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:

23 June 2026

Skills Required

  • Tertiary qualification in accounting, finance, or a related field
  • Knowledge of banking products and the New Zealand market
  • Understanding of New Zealand's commercial environment and economic landscape
  • Strong financial analysis and credit assessment capability
  • Knowledge of regulatory compliance and credit risk
  • Excellent analytical thinking and problem‑solving skills
  • Strong interpersonal and written communication skills
  • High attention to detail and ownership of deliverables
  • Familiarity with legal and lending documentation

Westpac Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Westpac and has not been reviewed or approved by Westpac.

  • Leave & Time Off Breadth Extensive paid and unpaid leave options span wellbeing leave, Culture/Lifestyle/Wellbeing days, purchased leave up to 12 weeks, career breaks, and various specialized leaves. This breadth supports work-life balance and accommodates a wide range of personal circumstances.
  • Parental & Family Support Parental provisions include 16 weeks full pay (or 32 at half pay) for primary carers, four weeks for support carers, and continued superannuation during unpaid parental leave. Additional supports cover domestic and family violence leave, Family Pathways leave, and grandparental leave.
  • Wellbeing & Lifestyle Benefits Wellbeing resources include counselling and coaching services, workplace mental health training, free nutrition advice, and health insurance access with pre‑existing conditions covered if joined promptly. Financial and lifestyle perks include banking discounts for employees and families and the myDiscounts program.

Westpac Insights

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The Company
HQ: Sydney, New South Wales
16,000 Employees
Year Founded: 1817

What We Do

Westpac is Australia’s oldest bank and company, one of four major banking organisations in Australia and one of the largest banks in New Zealand. We provide a broad range of banking and financial services in these markets, including consumer, business and institutional banking and wealth management services. We also have offices in key financial centres around the world including London, New York, Hong Kong and Singapore. Westpac Group's portfolio of financial services brands and businesses is focused on our vision, which is "To be one of the world’s great service companies, helping our customers, communities and people to prosper and grow.”

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