About this role
Healthcare & Professional Specialist
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 leveraging their expertise for the profitable growth of new high value customers, healthcare and professional customers. You will manage and grow a business banking portfolio by acquiring new healthcare and professional customer relationships, 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
- Business development activities
- 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