Banking Jobs in Kelowna, BC

Last updated: 14 hours ago

Promoted

General Sales Manager / General Manager

Woody's RV WorldBC, Canada

Full-time

If you are looking to excel and make a difference, take a closer look at us….The Account Relationship Manager is responsible for driving commercial banking sales and delivering sales targets assign...Show moreLast updated: 4 days ago

Promoted

Senior AVP & Market Lead BC Interior

Canadian Western BankKelowna, BC, Canada

Full-time

Senior AVP & Market Lead, BC InteriorRole SpecificationsLocation : Kelowna, BC - Relocation Available Where talent thrives and careers soar. CWB, a part of of National Bank, is on a mission to be a f...Show moreLast updated: 5 days ago

Promoted

Senior AVP & Market Lead BC Interior

CWBKelowna, BC, Canada

Full-time

Putting people first and building relationships with intention.Seeking out and embracing new ideas.Believing that how we do things is as important as what we do. Location : Kelowna, BC - Relocation A...Show moreLast updated: 6 days ago

Promoted

Director, Senior Commercial Markets

RBCKelowna, Regional District of Central Okanagan, Canada

Full-time

As a Director, Senior Commercial Markets, you are aligned to our Senior Commercial Markets (SCM) client segment within Corporate Client Group (CCG), defined as commercial clients with annual sales ...Show moreLast updated: 3 days ago

Promoted
New!

Director, Senior Commercial Markets

PH&N InstitutionalKelowna, Regional District of Central Okanagan, Canada

Full-time

Promoted

Associate Lawyer – Solicitor (Abbotsford)

SlawBC, Canada

CA$100,000.00–CA$125,000.00 yearly

Full-time

Press continue to see content specific to your location.Waterstone Law Group is seeking a skilled and enthusiastic lawyer with 2-3 years of experience in business law and real estate law to join ou...Show moreLast updated: 8 days ago

Banking Advisor

RBC - Royal BankKelowna, BC

CA$17.00 hourly

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, ...Show moreLast updated: 30+ days ago

Director, Banking Center Manager

Webster BankBC Rye

CA$45.00 hourly

Full-time

If you’re looking for a meaningful career, you’ll find it here at Webster.Founded in 1935, our focus has always been to put people first doing whatever we can to help individuals, families, busine...Show moreLast updated: 30+ days ago

Senior Manager & Team Lead, Business Banking - BC South Market

CIBCKelowna, BC

CA$52,000.00 yearly

Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.À la Banque ...Show moreLast updated: 30+ days ago

Promoted

Asia Wealth Management, Investment Management Services, Product Specialist, Associate / VP, Singapore

Morgan StanleyBC, Canada

Full-time

Asia Wealth Management, Investment Management Services, Product Specialist, Associate / VP, Singapore.Apply locations Capital Square time type Full time posted on Posted Yesterday time left to apply ...Show moreLast updated: 3 days ago

Banking Advisor Intern

Royal Bank of Canada>KELOWNA, Canada

Full-time

Promoted

Relationship Manager - Kelowna Branch

Coast Capital SavingsKelowna, British Columbia, Canada

CA$65,000.00–CA$75,000.00 yearly

Background Screening Requirement : .Enhanced Criminal Record Check (every 5 years).At most Financial Institutions this position is normally called a Senior Financial Advisor, but at Coast Capital Sav...Show moreLast updated: 19 days ago

Senior Financial Advisor - Kelowna

MD Financial ManagementKelowna, BC

CA$120,000.00–CA$160,000.00 yearly

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for ...Show moreLast updated: 30+ days ago

Private Banking Officer, Sales

BMOBMO,Kelowna Main Branch,M

CA$37,500.00–CA$69,500.00 yearly

Full-time +1

Supports the delivery of an exceptional customer experience to private banking clients.Provides a superior level of courteous, knowledgeable and professional service to all existing and potential c...Show moreLast updated: 30+ days ago

Client Relationship Manager, Commercial Banking - Kelowna

ScotiabankKelowna, BC, CA

The Client Relationship Manager (CRM) contributes to the overall success of the Commercial Bank in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support ...Show moreLast updated: 30+ days ago

Commercial Underwriter

G&F Financial GroupKelowna, BC null, CA

CA$75,000.00–CA$90,000.00 yearly

Full-time

Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $ billion in total assets under administration.B...Show moreLast updated: 30+ days ago

Customer Experience Associate- Westbank- Future Opportunities

TDWestbank, British Columbia

CA$17.00 hourly

Part-time

Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience through service and advice.Complete a b...Show moreLast updated: 30+ days ago

Banking Advisor

0000050007 Royal Bank of CanadaKELOWNA, British Columbia, Canada

CA$17.00 hourly

Full-time

Business & Corporate Banking - Account Relationship (Nationwide)

Hong Leong Bank BerhadSTM, Setia Alam BC

CA$50,001.00–CA$100,000.00 yearly

Full-time

If you are looking to excel and make a difference, take a closer look at us….The Account Relationship Manager is responsible for driving commercial banking sales and deliver sales targets assigned ...Show moreLast updated: 30+ days ago

Promoted

Residential Mortgage Officer

EQ Bank | Equitable BankBritish Columbia, Canada

Full-time

Being a traditional bank just isn’t our thing.We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams...Show moreLast updated: 30+ days ago

General Sales Manager / General Manager

Woody's RV WorldBC, Canada

4 days ago

Job type

Full-time

Job description

If you are looking to excel and make a difference, take a closer look at us…

Overview

The Account Relationship Manager is responsible for driving commercial banking sales and delivering sales targets assigned by the management. This role reports to the Manager, Business & Corporate Banking (CMB Centre).

Key Responsibilities and Accountabilities

Portfolio Management

Manage a portfolio of existing Commercial Banking Account relationships in order to grow both funded income and non–funded income.
Write credit applications for new account acquisition and ensure timely review and renewal of existing accounts.
Ensure acceptable asset quality of existing portfolio by being pro-active and up-to-date in terms of market intelligence in relation to accounts and industry of portfolio management.
Work closely with product partners including Trade Services, Global Markets, and Deposit & Liability Management in order to meet financial and banking requirements of clients in a wholesome manner.
Ensure that banking facilities offered to clients are structured in compliance with credit lending policies.
Preserve the assets quality of the bank at all times.

Account Prospecting

Identify and contact prospects.

Evaluate prospects' financing needs.

Assess and put up Credit Applications to Wholesale Credit.

Prepare and follow up on acceptance of offer.

Account Management

Review annually or periodically borrower’s facilities.

Keep in contact with customers e.g., through site visitations etc.

Jobholder Requirements :

Degree in Finance / Economics or equivalent.

5 years and above experience in commercial loan / sales.

J-18808-Ljbffr