Healthcare & Professional Banking Strategist

Scotiabank; Kelowna; On-site; CAD 70,000 - 90,000; Full time

Job summary

A major financial institution is seeking a Healthcare & Professional (HCP) Specialist in Kelowna. In this role, you will manage and grow a business banking portfolio, focusing on healthcare and professional customers. Key responsibilities include developing customer relationships, providing financial advice, and ensuring customer satisfaction. Ideal candidates will have post-secondary education in finance or related fields, with proven expertise in the healthcare sector.

Benefits

Inclusive work environment

Opportunities for personal development

Qualifications

• Knowledge of economic conditions affecting businesses.
• Ability to adapt to a variety of tasks.
• Thorough knowledge of small business legal structures.

Responsibilities

• Manage and grow a business banking portfolio.
• Develop and maintain knowledge of healthcare and professional customers.
• Respond to requests for business banking solutions.

Skills

Post-secondary education in accounting, finance, business law, and economics

Proven expertise in the healthcare and professional segment

Expert knowledge of Small Business products and services

Experience with business development techniques

Ability to build and maintain key relationships

Education

Relevant post-secondary education

Tools

Sales Builder

ACE

GRM

Job description

A major financial institution is seeking a Healthcare & Professional (HCP) Specialist in Kelowna. In this role, you will manage and grow a business banking portfolio, focusing on healthcare and professional customers. Key responsibilities include developing customer relationships, providing financial advice, and ensuring customer satisfaction. Ideal candidates will have post-secondary education in finance or related fields, with proven expertise in the healthcare sector.