Title:  Professional Banking Specialist-Quebec city, Montreal, South shore, Laval, West island, QC

Requisition ID: 236359

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

Purpose

The Professional Banking Specialist contributes to the overall success of the Healthcare & Professional Banking,
Small Business in Canadian Banking team ensuring specific individual goals, plans, initiatives are executed and
delivered in support of the team’s business strategies and objectives and ensures all activities conducted are in
compliance with governing regulations, internal policies and procedures.
The Professional Banking Specialist is part of a national team responsible for delivering holistic advice and
solutions for the profitable growth of existing and new high value professional clients, with a focus on lawyer,
accountant, and other non-healthcare professional segments.

Accountabilities

Champions a client focused culture to deepen client relationships and leverage broader Bank
relationships, systems, and knowledge.
Manage and grow a business banking portfolio of existing and new high value professional clients,
with the purpose of achieving significant deposit growth, retention and other targets while meeting
the Bank's Service Standards by:
Developing and maintaining knowledge of assigned professional client portfolio including the
nature and progress of their business, their personal banking financial position, and the terms
and conditions of financial services used.
Knowledge of professional client career journey in order to provide specialized and customized
advice and solutions to enhance the client’s ability to succeed in their business.
Knowledge of retail solutions to deliver holistic advice as the one point of contact.
Developing and maintaining business relationships with internal partners, including retail,
small business, commercial, and wealth to identify opportunities to acquire, grow and deepen client relationships.
 Responding to client requests for service, instructing and guiding clients in service use and
confirming their satisfaction with the service.
Taking steps to recover client relationships, when required.
Acquire new professional business owner relationships and expand existing ones to achieve, sales
and other goals by:
Planning and completing relationship building activities which create sales opportunities
and/or provide value to clients, developing and maintaining an awareness of events, trends,
and practices in the healthcare and professional markets.
Identifying prospects using multiple channels including asking for referrals from existing
clients, collaboration with internal partners and COIs, developing a network of community
business contacts and participating in marketing/educational seminars and industry events.
 Discovering business and personal banking needs/preferences on both sides of the client's
balance sheet and engaging the right bankers to deliver holistic solutions.
Proactively collaborating with Branch Managers, small business/retail advisors and Wealth
Management Consultants to ensure a Total Solutions approach (business and personal
lending, payments, and investments), is provided to each new and existing professional client.
Responding to requests for retail/business banking solutions by collecting relevant
information, processing the requests, and conducting due diligence as applicable.

Gérer les portefeuilles de client assignés du programme Professions libérales Scotia, selon un niveau
de risque acceptable :

Travailler en étroite collaboration avec les directeurs, le programme PLS et le Centre
d’expertise en autorisation (CEA) pour traiter les ententes.

Travailler en étroite collaboration avec les directeurs, le programme PLS et le Centre
d’expertise en autorisation (CEA) pour traiter les ententes.

Location(s):  Canada : Quebec : Montreal 

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.