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Experienced Banking Advisor for Commercial Sales

Envision Financial

penticton, regional district of okanagan similkameen, Canada Full-time June 16, 2026
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Vacancy Description

Elevate your career as a Senior Commercial Banking Advisor, dedicated to managing a portfolio and enhancing commercial lending services. Build connections and pursue new business opportunities.
This position requires you to oversee an assigned portfolio, focusing on relationship management and proactive business development. You will deliver comprehensive lending and investment strategies, effectively managing risk while exceeding sales targets. Your ability to navigate portfolio management will contribute to sustained growth for commercial members.
Key Responsibilities:
• Develop strong, ongoing relationships with existing members
• Identify opportunities through networking and community initiatives
• Provide intricate commercial lending and investment solutions
• Conduct annual reviews to manage portfolio risk
• Ensure quality underwriting in all lending activities
Requirements:
• Bachelor’s Degree or equivalent education
• Minimum of 6 years in a commer...

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