Senior 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 Senior Personal Banking Officer is responsible for providing total retail lending services to the members by building relationships, proactively soliciting business, and cross-selling products and services while providing efficient and courteous member service. Responsibilities also include supervision, in-branch training, motivation, and coaching of the Personal Banking Officer I and Personal Banking Office.


  • Performs a variety of retail credit activities including conducting interviews, granting, pricing, analyzing, security, reporting requirements, credit advances, renewals, and collections in accordance with established loan policies, procedures, and authorization limits.
  • Manages employee performance by providing in-branch training, setting goals, appraising performance, providing regular feedback, reinforcing positive behaviours, and identifying and correcting problems.
  • Co-ordinates the referral of members for specialized services such as financial planning and mutual funds or insurance. Opens accounts and identifies cross-selling opportunities for other products and services and provides financial information to members.
  • This position may be required to provide back-up coverage for the Personal Banking Manager or Branch Manager.
  • This position may generate a higher volume of business and hold higher credit granting limits than the Personal Banking Officer I or Personal Banking Officer.
  • 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.
  • A Post Secondary Diploma or Certificate, AMP – Accredited Mortgage Professional is an asset.
  • Four to six years experience in a financial institution
  • Proficient in selling and processing all deposit services including term deposits, RRSPs, opening accounts and conducting service checks
  • Completion of Basic Consumer Lending Course 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.