Senior Business Banking Advisor First West

Envision Financial · penticton, regional district of okanagan similkameen, Canada

Location
penticton
Job Type
Full-time
Posted
June 06, 2026

Job Description

Enhance your career with First West as a Senior Business Banking Advisor, where you'll manage client relationships and drive portfolio growth through exceptional advisory services. Your expertise in sales and risk management will be critical in achieving results.
In this position, you will oversee an assigned portfolio of business banking clients, focusing on their retail banking and wealth management needs. Building lasting relationships while pursuing business opportunities is essential, and community engagement will be key to your success. This role requires strong sales strategies and a commitment to client satisfaction.
Key Responsibilities:
• Manage and cultivate business banking member portfolios
• Develop and implement sales strategies for growth
• Provide comprehensive wealth management solutions
• Engage in risk management for delinquent accounts
• Conduct annual reviews of member accounts
Requirements:
• Bachelor’s Degree in Business or equivalent ...

Ready to Apply?

Submit your application for Senior Business Banking Advisor First West at Envision Financial

Apply Now