Valley First is a division of Tru Cooperative Bank, where banking is built on community, powered by cooperation.
Penticton, BC
Valley First is a division of Tru Cooperative Bank.
On-site · Penticton
Manage and grow an assigned portfolio of commercial members by providing lending and investment services, developing member relationships, and pursuing new business through referrals and community networks. Underwrite and approve commercial credit within assigned limits, monitor portfolio performance and credit conditions, and support reviews and collection activity.
On-site · Penticton
Manage and grow a portfolio of high-value commercial members by providing commercial lending and investment services, developing new business relationships, and meeting sales and growth targets. Conduct portfolio reviews, monitor credit risk and account performance, make lending decisions within assigned limits, and support collections and recovery activities when needed.
On-site · Westbank
Build relationships with members, identify their financial needs, provide tailored advice or referrals, and support digital banking adoption. Process member transactions and accounts, meet sales and referral targets, promote branch products, and contribute to team and branch goals.
On-site · Penticton
The Wealth Planning Specialist delivers comprehensive financial planning advice to high-value members and identifies opportunities to deepen relationships through wealth discovery. They also act as a wealth champion by coaching branch advisors and supporting the implementation of wealth management strategies.
On-site · Vernon
The Member Advisor provides front-line financial services by identifying member needs and offering tailored financial solutions or referrals. They process a variety of member transactions and promote digital banking adoption to meet branch goals.
