Commercial Banking Advisor (Penticton Main Branch)

Envision Financial · Penticton, British Columbia, Canada

Location

Penticton

Job Type

Full-time

Posted

July 01, 2026

Job Description

Position Description
The Commercial Banking Advisor is responsible for ongoing management and growth of an assigned portfolio of commercial members. This role provides the full range of commercial lending and investment services to commercial members and proactively identifies potential new commercial members through referrals, business development, networks, and contacts in the community. 
Accountabilities
Business Development: Establishes and maintains relationships with existing members, networks with external business organizations and individuals in the business community to generate referrals. Pursues relationships with new commercial members and actively promotes the organization through participation in community initiatives and events.
Portfolio Management: Assists in development of annual business plans by researching market opportunities and needs within the assigned market area; maintains regular contact with portfol...
        

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