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securities representative
Title posted on CareerBeacon - Healthcare & Professional Specialist
Posted on November 13, 2024 by Employer details Scotiabank
Job details
Requisition ID: 206980Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Healthcare & Professional Specialist - Quebec Region The Healthcare and Professional Specialist is part of a national team responsible for leveraging their expertise for the profitable growth of new high value customers, healthcare and professional customers. He/she acquires new healthcare and professional customer relationships through involvement in industry events and relationships with local Professionals, COI's serving the segment, Scotiabank Partners and Professional Associations with a footprint in the local market, while retaining and expanding existing ones, as well as from Retail and other internal partners. He/she is responsible for meeting assigned targets, which include asset, deposit and revenue growth and business development activities, retention and referral goals as well as other objectives related to customer service, operational effectiveness and personal development. What you will be doing... Manage and grow a business banking portfolio of existing and new high value healthcare and professional customers, Centers of Influence and professional associations with the purpose of achieving significant growth, retention and other targets while meeting the Bank's Service Standards by: Developing and maintaining 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 Providing specialized healthcare and professional customers expertise and business/finance advice which increases the business owner's ability to succeed in their business Developing and maintaining business relationships with Centres of Influence (COI) including influential customers, internal and external referral sources Responding to requests for service, instructing and guiding customers in service use and confirming their satisfaction with the service Taking steps to recover customer relationships, when required Acquire new healthcare and professional business owner relationships and expand existing ones to achieve, or assist partners in achieving, sales and other goals by: Planning and completing relationship building activities which create sales opportunities and/or provide value to customers, developing and maintaining an awareness of events, trends and practices in the healthcare and professionals markets Identifying 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 Discovering business and personal banking needs/preferences on both sides of the customer's balance sheet Proactively collaborating 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 Assisting and advising Scotiabank partners (Branch Managers, SBAs and FAs) in marketing, structuring and closing certain healthcare and professional deals with existing Branch customers Responding to requests for business banking solutions by collecting relevant information, processing the requests, and conducting due diligence as applicable Negotiating compensation for financial products and services, as applicable and in accordance with Bank policy Informing the customer of what to expect and when the service is set up for their use, providing necessary set up instructions where appropriate, and ensuring the set up occurs according to plan Manage an assigned credit portfolio at an acceptable level of risk by: Working closely with the SPP Solutions Managers/ACE when processing deals Leveraging experience & consulting with Regional SPP Specialists, as req- LocationMontréal, QC
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2112016
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