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

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

Job summary

A leading financial institution in Montreal is seeking a Professional Banking Specialist to manage a portfolio of high-value professional clients. The role focuses on delivering customized financial solutions and growing client relationships in a dynamic banking environment. Ideal candidates will have experience in client relationship management and a strong understanding of the business banking sector.

Qualifications

• Experience in managing client relationships in a banking or financial services context.
• Strong understanding of the business banking portfolio and the professional market.
• Ability to provide customized advice and deliver holistic banking solutions.

Responsibilities

• Manage and grow a business banking portfolio of professional clients.
• Provide tailored financial solutions to clients based on their personal and business needs.
• Develop and maintain strong relationships with internal partners to deepen client engagement.

Skills

Client relationship management

Business banking knowledge

Retail solutions knowledge

Communication skills

Problem-solving

Job description

Overview

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

Location(s): Canada : Quebec : Montreal

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.

Responsibilities

• 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.
• 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 the 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, developing and maintaining 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.

Additional information: Scotiabank is a leading bank in the Americas. We value inclusive and accessible environments and provide accommodations during recruitment if needed. Candidates must apply directly online to be considered for this role. Only those selected for an interview will be contacted.