Healthcare and Professional Banking Specialist

1 week ago


Edmonton, Alberta, Canada Scotiabank Full time
Job Summary

We are seeking a highly skilled and experienced Healthcare and Professional Banking Specialist to join our team at Scotiabank. As a key member of our team, you will be responsible for developing and maintaining relationships with healthcare and professional customers, providing expert financial advice and guidance, and identifying opportunities to grow our business.

Key Responsibilities
  • Develop and maintain in-depth knowledge of assigned healthcare and professional customers, including their business needs, financial position, and market trends.
  • Provide expert financial advice and guidance to healthcare and professional customers, helping them to achieve their business goals and objectives.
  • Build and maintain strong relationships with key stakeholders, including customers, colleagues, and partners.
  • Identify and pursue new business opportunities, working closely with colleagues and partners to develop and execute sales strategies.
  • Stay up-to-date with market trends, regulatory requirements, and industry developments, ensuring that our customers receive the best possible advice and guidance.
  • Collaborate with colleagues and partners to develop and implement business plans, ensuring that our customers receive the best possible service and support.
  • Manage and maintain accurate records and reports, ensuring that our customers receive the best possible service and support.
  • Ensure compliance with regulatory requirements, industry standards, and Scotiabank policies and procedures.
Requirements
  • Post-secondary education in accounting, finance, business law, or economics, or equivalent work experience.
  • Proven expertise in the healthcare and professional segment within designated marketplace.
  • Expert knowledge of the features and benefits of Small Business products and services, selling approach, selling tools and calculators, as well as related internal software and technology platforms for Small Business.
  • Thorough knowledge of applicable risk management policies and processes, and legal and security documentation for small business products.
  • Experience with interviewing, solicitation, marketing, and business development techniques.
  • Thorough knowledge of applicable branch procedures, processes, and workflows, small business legal structures, life cycles, and owner characteristics, and business financial statements within the healthcare and professional segments.
  • Working knowledge of the features and benefits of retail products and services (i.e. Wealth Management, Commercial Banking, MD Financial, Enterprise Solutions, etc.).
  • Knowledge of competitor offerings and alternate sources of financing.
  • Knowledge of economic conditions and political events affecting businesses, especially in the professional and healthcare segment.
  • The ability to build and maintain key relationships, influence and persuade others, tactical planning, implementation, and organization skills.
  • A high degree of flexibility in order to adapt to a wide variety of tasks and functions, including being mobile to the district you are supporting to meet with customers and related COI's.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



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