Healthcare & Professional Specialist - Montreal

Healthcare & Professional Specialist - Montreal

31 Oct
|
Scotiabank
|
Montreal

31 Oct

Scotiabank

Montreal

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Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As the Healthcare & Professional (HCP) Specialist, you will be part of a national team responsible for leveragingtheir expertise for the profitable growth of new high value customers, healthcare and professional customers. Youwill manage and grow a business banking portfolio by acquiring current healthcare and professional customerrelationships, and retain/expand existing relationships, through:

- Involvement in industry events and relationships with local Professionals
- Centers of Influence (COI's) serving the segment
- Internal Retail and other Scotiabank Partners
- Professional Associations with a footprint in the local market

You will also be responsible for meeting assigned targets, which include:

- Asset, deposit and revenue growth
- Retention and referral goals
- Other objectives related to customer service, operational effectiveness and personal development

Is this role right for you? In this role, you will:

- Develop and maintain knowledge of assigned healthcare and professional customers including the nature and progress of their business, their financial position, and the terms and conditions of financial services used
- Provide specialized healthcare and professional customers expertise and business/finance advice, increasing the business owner's ability to succeed in their business
- Develop and maintain business relationships with COI's including influential customers, and internal/external referral sources




- Respond to requests for service, instructing and guiding customers in service use, and confirming their satisfaction with the service provided
- Take steps to recover customer relationships, when required
- Plan and complete relationship building activities that would create sales opportunities
- Provide value to customers by developing and maintaining an awareness of events, trends and practices in the healthcare and professionals markets
- Identify prospects using multiple channels including asking for referrals from existing customers, collaboration with Scotiabank partners and COIs, developing a network of community business contacts, and participating in marketing/educational seminars
- Discover business and personal banking needs/preferences on both sides of the customer's balance sheet
- Proactively collaborate with Branch Managers and Wealth Management Consultants to ensure a Total Solutions approach (business and personal lending, payments and investments), is provided to each new and existing healthcare and professional customer
- Assist and advise Scotiabank partners (Branch Managers, Small Business Advisors and Financial Advisors) with structuring marketing activities to close certain healthcare and professional deals with existing Branch customers
- Respond to requests for business banking solutions by collecting relevant information, processing the requests, and conducting due diligence as applicable
- Negotiate compensation for financial products and services, as applicable and in accordance with

📌 Healthcare & Professional Specialist - Montreal
🏢 Scotiabank
📍 Montreal

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