Full-Time
Commercial Banking Advisor
First West Credit Union
501-1,000 employees
Member-owned financial co-operative providing banking
Compensation Overview
$76.8k - $98.4k/yr
Kamloops, BC, Canada
In Person
Occasional overnight travel up to 6 times per year.
Bachelor's
 Finance & Banking (1) |
|---|
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- Bachelor's Degree in a related discipline or equivalent combination of education and experience
- 5 years retail or commercial banking experience or equivalent required
- Strong relationship builder and communicator with a demonstrated ability to work well in a team environment
- Excellent listening skills with the ability to understand the needs of a client and match appropriate solutions
- Results oriented attitude with demonstrated business development techniques
- Strong organizational and time management skills with the flexibility to adapt to a constantly changing environment
- Proficiency in Microsoft Office Applications, specifically MS Excel and Word
- Overnight travel may be occasionally required, up to 6 times per year
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures
- Business Development: Establishes and maintains relationships with existing members, networks with external business organizations and individuals in the business community to generate referrals. Pursues relationships with new commercial members and actively promotes the organization through participation in community initiatives and events.
- Portfolio Management: Assists in development of annual business plans by researching market opportunities and needs within the assigned market area; maintains regular contact with portfolio members and builds long term relationships that ensure the continued growth and profitability of the portfolio.
- Sales and Service Strategy: Provides commercial lending and investment advisory services to commercial members for commercial mortgages, loans, lines of credit and registered investment products; initiates referrals to product specialists as required; and achieves or exceed annual sales and growth targets.
- Risk Management: Conducts annual reviews or assists in compiling documents for annual reviews on commercial accounts within assigned portfolio and ensure all terms and conditions of credit are being met and reports regularly on the status and performance of portfolio; initiates collection activity in the event of delinquency less than 90 days and recommends appropriate course of action to address significantly delinquent accounts and to maximize recovery of funds; and assists credit recovery with collection activity on non-accrual loans as required.
- Credit Underwriting: Ensures the application of quality standards, risk management policies and sound underwriting decisions to all lending activities. Approves commercial loans within assigned limits.
- Sales experience preferred
First West Credit Union provides traditional banking (personal, commercial, and business) and wealth management through a network of local brands: Island Savings, Envision Financial, Valley First, and Enderby & District Financial. Customers use these brands and its financial advisors to access everyday banking, loans, and financial planning, with resources pooled across the network to support personalized service and technology-enabled support while staying member-focused. It differentiates itself by combining a multi-brand, member-owned co-operative structure that remains highly local with the strengths and governance of a larger cooperative,plus a strong emphasis on community involvement. Its goal is to help members, employees, and communities flourish by making banking more community-driven and sustainable for local growth.
Company Size
501-1,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Langley, Canada
Founded
1946
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Simplify's Take
What believers are saying
- July 2026 mortgage approvals topped $101 million after the Ontario broker launch.
- First West won BC's Top Employers 2026, supporting hiring and retention.
- The December 2025 $200 million note sale funded growth and diversified liabilities.
What critics are saying
- OSFI supervision began April 2026, raising compliance costs and scrutiny immediately.
- Ontario broker expansion pits it against MCAP and national banks in 2026.
- A failed merger or deposit-flight shock would threaten Tru Cooperative Bank's independence.
What makes First West Credit Union unique
- April 2026 federal continuance made it Canada's fourth federally regulated credit union.
- Its Mortgage Broker Centre expanded into Ontario in May 2026 through MCAP.
- It holds about $20 billion in assets and 283,000 members across Canada.
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Benefits
Professional Development Budget
Company News
LANGLEY, B.C., July 15, 2025 (GLOBE NEWSWIRE) - First West Credit Union, in partnership with technology provider Caspian One Open Data, is proud to announce the launch of the Interac verification service, a secure and scalable digital identity verification solution.
First West Credit Union was one of the CWWA 2024 Winners in the large/private public sector category.
CALGARY, AB, Jan. 17, 2025 /PRNewswire/ -- VeriPark, a global leader in omnichannel customer experience solutions for financial services, has partnered with a coalition of leading Canadian credit unions and financial institutions, including First West Credit Union, Prospera Credit Union, DUCA Credit Union, and Coastal Community Credit Union, Together, the coalition aims to drive innovation, enhance member experiences, and empower institutions in an evolving financial landscape.This collaboration will deliver a Canadian-focused digital banking product tailored to the distinct needs of Canadians. Combining global and Canadian codebases, the solution allows institutions to maintain their identities while developing additional features to differentiate themselves."The partnership with VeriPark represents a uniquely Canadian solution that combines local expertise with global best practices," said Darrell Jaggers, CIO & CTO, First West Credit Union. "Our goal is to build on our successes and provide members with even more innovative, personalized digital banking services that align with their evolving lifestyles."The coalition selected VeriPark for its Canadian-centric product development, enhanced security and compliance, support for open banking frameworks and commitment to ongoing managed services. Powered by Microsoft Azure, the solution ensures adaptability, efficiency and long-term support.The solution integrates with Central 1's payment and fraud management systems while supporting compatibility with other payment platforms, providing flexibility for institutions.Coalition members gain:A Canadian-focused solution enhanced by global best practices.The ability to compete with larger banks while maintaining independence.A solution validated by a year-long assessment, ensuring innovation and long-term support through Microsoft's technology stack.Institutions can contact Darrell Jaggers or coalition CIOs for details on joining the coalition."The financial services sector is constantly evolving, and this partnership offers a unique opportunity to shape the future of digital banking in Canada," said Barry Frame, Chief Sales Officer, VeriPark. "By combining VeriPark's expertise with the coalition's forward-thinking vision, we are confident in delivering a transformative banking experience for Canadians."Selim Hasan, Sales Director, VeriPark, added, "This partnership also underscores our growth strategy for North America, as we continue to expand our footprint and deliver innovative solutions tailored to the needs of financial institutions in this region."Learn more: https://www.veripark.com/news/veripark-partners-leading-canadian-financial-institutions-coalition-redefine-digital-bankingAbout VeriParkVeriPark is a global solutions provider enabling financial institutions to become digital leaders with its AI-Powered Customer Experience Suite.Logo: https://mma.prnewswire.com/media/2447880/VeriPark_Logo.jpgSOURCE VeriPark
BURNABY, BC / ACCESSWIRE / January 10, 2024 / Integrated Financial Technologies (IFT), the leading business process outsourcing company for lenders, announced it was selected by First West Credit Union to manage its book of consumer automobile leases.
Tarlochan “Tochi” Sandhu, a man of faith, family, and relationships—retired from Envision Financial on July 31, 2021, after 64 years of dedicated service in the financial industry.