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Business Portfolio Manager Penticton
Job Description & How to Apply Below
Manage business relationships across Kelowna and Penticton with Beem Credit Union, using CRM tools, digital channels, and credit portfolio expertise. Build member-focused solutions.
This Business Advisor position serves as a trusted partner to Small Business members across an assigned book of business. You will identify goals through discovery meetings, provide deposit, credit, insurance, and investment support, and promote financial wellness. The role also includes annual credit reviews, account monitoring, compliance, and business development.
Key Responsibilities:- Develop opportunities through networking and proactive outreach
- Represent Beem at business organizations and events
- Use CRM tools and digital channels to identify opportunities
- Complete annual credit reviews and monitor account conduct
- Assist with cash flow management and financial planning
- Seven to ten years in the financial services industry
- Five to seven years in commercial portfolio management
- Solid financial accounting knowledge
- Experience with credit underwriting and risk assessment
- Small Business Advisory certificate or CCP designation is an asset
Bring business development, credit review, and digital relationship management skills to Beem’s Okanagan member portfolio.
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