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Commercial Banking Advisor (Penticton Main Branch)

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Envision Financial
📍 Penticton, Canada
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Location Penticton
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Posted July 01, 2026
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Commute Local Area
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This job is in your area. Enjoy a short commute and work close to home.

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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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    📍 Location Details

    🌆
    City
    Penticton
    🗺️
    Country
    Canada
    🚗
    Commute
    Local Area

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