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
The Financial Planner manages a portfolio of high-value members across multiple branches, providing comprehensive investment and financial planning advice. They are responsible for meeting sales targets, developing new business, and collaborating with branch staff to ensure member retention and growth.
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 · Enderby
The Member Advisor delivers front-line financial services by identifying member needs, processing transactions, and promoting bank products. They also assist members with digital banking adoption and foster long-term relationships through tailored financial advice.
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.
On-site · Kamloops
Lead the Kamloops Branch by developing growth strategies, managing the annual business plan, and overseeing financial and credit activities. Provide leadership and coaching to the branch team to ensure high member satisfaction and profitability.
