Personal Banking Officer - Full-time
Valley First, a dvision of First West - Penticton, BC

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Location: Penticton Main branch, Penticton, BC

The Personal Banking Officer is responsible for interviewing current and prospective members, conducting credit investigations, recommending loans, preparing applications and related documents, and carrying out a variety of clerical support activities. The incumbent of this position will also build business relationships, proactively solicit business, and cross-sell credit union products and services while providing efficient and courteous member service.


  • Actively reinforces the sales and service culture by identifying members’ financial needs and promoting the credit union’s products and services.
  • Maintains a regular routine of soliciting new business through member contact to generate additional business for the credit union.
  • Assists PBOs by performing various administrative duties to include carrying out a variety of retail credit activities (e.g. interviewing, analyzing and recommending retail credit applications for approval in accordance with established loan policies, procedures and authorized guidelines).
  • Refers more complex investment and lending requests to Investment Associates and other branch staff.
  • Delivers superior member/client services by processing and balancing a full range of member-related deposit and investment products and services including opening and closing accounts, term deposits and Service Check. * Proactively participates in the sales and service culture by fostering relationship-building through service excellence and product knowledge (e.g. Service Check).
  • Proactively assists in achieving branch objectives through both team and individual sales targets.
  • Identifies and develops sales and service opportunities with potential new clients/members. Enhances valued relationships with existing clients/members utilizing Customer Relationship Management techniques and technology.
  • Maintains established procedures with respect to confidentiality, negotiable items, cash transactions, equipment and surroundings to meet safety, legal and procedural requirements.
  • Maintains a professional standard of conduct at all times while promoting a positive image of the Credit Union.


  • Completed Canadian Investment Funds Course or Canadian Security Course or have been previously Mutual Funds Dealer Association licensed within the past 36 months.
  • AMP (Accredited Mortgage Professional) Preferred
  • Other Business Related Courses Preferred
  • Post Secondary Diploma or Certificate Preferred

Qualified applicants are invited to apply at
We thank all applicants for their interest in Valley First; however, only short listed candidates will be contacted.