Business Banking Advisor (Cherry Lane Branch)
Location
penticton, regional district of okanagan similkameen
Job Type
Full-time
Category
Other-General
Posted
June 25, 2026
Job Description
We are currently seeking a Business Banking Advisor to join our team.
Here’s what would be included as a part of your typical day
- Business Development: Develops and executes long term and weekly sales plans to consolidate and retain existing business and attract new business; proactively solicits new business by pursuing, establishing and maintaining community contacts and networks with external business organizations and individuals to generate new business and/or referrals.
- Portfolio Management: Manages and grows an existing portfolio of business banking members; and their associated personalbanking and wealth management needs; builds long term relationships with existing members; conducts annual reviews on accounts within the assigned portfolio and ensures all terms and conditions of credit are being met. Engages with members, through interviews and other meetings, to identify their current and future financial needs ...