Director, Customer Insights and Analytics
5 days ago
Job Description
- Lead the credit assessment process for and manage a portfolio of financial institutions (FIs), non bank financial institutions (NBFIs) and public sector clients
- Coach and develop a high-performing analyst team while delivering counterparty and industry insights
- Sydney-based leadership role with flexible working arrangements available
What's the role?
We're looking for a Director to join the Customer Insights & Analytics (CI&A) team within the Financial Institutions and Government (FIG) industry group in Westpac's Corporate and Institutional Bank (CIB). This team provides specialist counterparty and industry research, strategic insights, and supports business growth across FI, NBFI and government sectors.
In this role, you'll manage a portfolio of FI and NBFIs, including leading the credit assessment process for new customers and transactions and the ongoing monitoring and management of the existing customer portfolio.
You'll review, write and present credit submissions, structure deals, monitor portfolio hygiene, and provide market insights to internal and external stakeholders. You'll also lead a team of analysts, coaching and guiding their development while collaborating with teams across credit, legal, product, and compliance.
This is a full time Sydney-based leadership role with high visibility across the bank.
What do I need?
We're looking for someone who brings:
- Deep understanding of financial institutions and non-bank financial institutions, with extensive expertise in credit assessment and transaction structuring. Expertise in the banks, finance companies and fund finance sectors in particular would be highly regarded.
- Strong customer and stakeholder engagement, negotiation and influencing skills, with the ability to manage complex relationships
- Excellent written and verbal communication skills, with a focus on clarity and impact
- Proven ability to lead and coach teams, fostering professional development and collaboration
- Strong analytical mindset with attention to detail and the ability to manage competing priorities
- Relevant qualifications in finance, business, economics, or a related analytical discipline
Why join us?
We're obsessed with becoming our customers' #1 banking partner for life and we're looking for people who are passionate about helping us achieve that goal. In return we're committed to making Westpac the best place to work in the country. Here are just a few of the ways we're already doing that:
- Special offers on banking products and discounts from top brands, including generous employee-only mortgage rates
- Flexible work arrangements to help you achieve a greater work/life balance, and a variety of leave options including Culture, Lifestyle and Wellbeing leave.
- Tailored learning and development opportunities to help your grow your career within the bank.
- Lots of opportunities to 'give back' to the community by getting involved in our many volunteering initiatives
Create your future today
To get started, simply click on the APPLY or APPLY NOW button
We're all about creating a supportive and inclusive community. We welcome everyone – no matter your age, gender, background, or abilities. We also provide additional support to welcome our veterans, Indigenous Australians and neurodiverse community.
If you need any adjustments during the recruitment process, you can find out more information and additional contact details by visiting the
"People with Disability and/or needing Accessibility Requirements"
page on our website .
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