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Commercial Banking Advisor Portfolio Management

Company

First West Credit Union

Location

penticton, regional district of okanagan similkameen

Posted

June 19, 2026

Position Overview

Expand your career as a Commercial Banking Advisor, managing a diverse portfolio of commercial clients. Focus on business development and lending services to enhance your impact and client satisfaction.
In this role, you will develop and maintain relationships with commercial members while driving portfolio growth through effective business strategies. A strong emphasis is placed on sales, risk management, and client interactions, with a focus on delivering tailored lending and investment solutions. You'll play a vital role in portfolio management by conducting market research and assessing client needs to enhance profitability.
Key Responsibilities:
• Develop business plans based on market research
• Maintain long-term relationships with existing members
• Provide commercial lending advisory services
• Initiate referrals for specialized lending products
• Conduct annual reviews of commercial accounts
Requirements:
• Bachelor’s Degree in a related field
• ...

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