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Business Banking Advisor (Cherry Lane Branch)

📍 Envision Financial • Penticton, British Columbia, Canada • Posted March 14, 2026

Full time Posted March 14, 2026
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Job Description

We are currently seeking a Business Banking Advisor to join our team.

This Business Banking Advisor (BBA) is responsible for the management and growth of an assigned portfolio of business banking members and their associated retail banking and wealth management needs. The BBA provides advisory services and develops long-term relationships with current and potential business banking members and proactively seeks business banking or referral opportunities that contribute to the achievement of department and branch goals.

Here’s what would be included as a part of your typical day

  • Business Development: Develops and executes long term and weekly sales plans to consolidate and retain existing business and attract new business; proactively solicits new business by pursuing, establishing and maintaining community contacts and networks with external business organizations and individuals to generate new business and/or referrals.
  • Portfolio Managem...

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