Senior Healthcare Professional Specialist - Halifax

Scotiabank Global Site; Halifax; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services organization in Halifax seeks a Senior Healthcare Professional Specialist to manage and grow a banking portfolio. You will leverage expertise to build relationships with healthcare professionals and deliver tailored financial solutions. The ideal candidate has 2+ years of experience in healthcare banking and strong relationship-building skills. The role offers a competitive compensation package and opportunities for career advancement.

Benefits

Competitive compensation and benefits package

Opportunities for career advancement

Collaborative team environment

Qualifications

• Minimum 2 years previous experience working with Healthcare Professional customers.
• Expert credit underwriting experience.
• Thorough knowledge of business financial statements, especially in the healthcare professional segment.

Responsibilities

• Manage and grow a business banking portfolio of healthcare professional customers.
• Develop relationships with key centers of influence and professional associations.
• Ensure customer satisfaction and address service requests.

Skills

Revenue Cycle Management

Healthcare Management

Project Management

Data Management

Education

Basic university/college courses in accounting, finance, business law, and economics

Job description

Requisition ID : 233041

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

What your role will be...

Contributes to the overall success of the Healthcare & Professional Banking Business Banking in Canadian Banking team ensuring specific individual goals plans initiatives are executed and delivered in support of the teams business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations internal policies and procedures.

The Senior Healthcare Professional Specialist is part of a national team responsible for leveraging their experience for the profitable growth of new high value healthcare and professional customers. Leveraging key industry partners and centers of influence within the professional community to drive business results to grow retain and deepen relationships with healthcare professional customers.

What youll be doing...

Champions a customer focused culture to deepen customer relationships and leverage broader Bank relationships systems and knowledge.

Manages and grows a business banking portfolio of existing and new high value healthcare professional customers develops relationships with key centers of influence and professional associations with the objective of driving significant growth retention and other targets while meeting the Banks Service Standards by :

• Developing and maintaining knowledge of assigned customer portfolio including the nature and progress of their business their financial position and the terms and conditions of financial services used
• Providing specialized healthcare professional expertise and business / finance advice and solutions which increases the professional business owners ability to succeed in their business
• Developing and maintaining business relationships with key industry Centers of Influence (COI) including influential customers internal and external referral sources to support business growth
• Responding and managing customer service requests advising and guiding customers in service use and confirming their satisfaction with the service and take steps to recover customer relationships when required
• Focusing efforts on SPP customers with complex and higher financing need

Develops and grows healthcare and professional business owner portfolio through acquisition of new 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 customers developing and maintaining an awareness of events trends and practices in the healthcare professional markets

Actively hunting for new healthcare professional customer / prospect leads and business development activities with primary focus on existing customer and external COI referral generation and larger / more complex practice financing opportunities

Collaborating with MD colleagues to ensure all physician referrals are managed efficiently by ensuring the right banker is engaged and referrals to MD are identified and reciprocated

Responding to requests for business banking solutions by collecting relevant information processing the requests and conducting due diligence as applicable French

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

Maintaining knowledge of product and service offerings for healthcare professional customers including Scotia Professional Plan (SPP) Scotia Professional Student Plan (SPSP) and Healthcare Plus banking programs

Identifying prospects using multiple channels including asking for referrals from existing customers collaboration with internal partners and key industry COIs developing a network of community business contacts and participating in industry events and marketing / educational seminars

Discovering business and personal banking needs / preferences on both sides of the customers balance sheet

Collaborating with internal partners including but not limited to retail / small business wealth commercial and MD Financial (MD) to ensure a holistic solutions approach (business and personal lending payments and investments) is provided to each new and existing healthcare and professional customer

Implementing a highly proactive customer contact strategy with a focus on practicing healthcare and professional customer prospects with complex lending needs greater than $3MM and supported by existing partnerships (Wealth Commercial etc.)

Build and maintain a market profile in the Healthcare Professional market with internal and external contacts by :

Developing and maintaining an awareness of events trends and practices in the professional markets of the healthcare industry

Being an ambassador for Healthcare Professional customers and in the professional segment market by exemplifying our core values and strategy

Identifying market potential and develop marketing strategy setting marketing / promotional goals and planning promotional activities which are aligned with HCP strategic goals and activities

Participating in industry events and by leveraging and building relationships with key professional centers of influence and professional associations with a footprint in the local market and community to develop and expand network of contacts

Participating and be involved in the planning of trade shows and financial seminars

Supporting and closely working with professionals to support the transition from SPSP to SPP

Manages an assigned credit portfolio at an acceptable level of risk by :

Working closely with the SPP Solutions Managers / adjudication centers when processing deals

Completing credit reviews in a timely and sufficiently detailed fashion

Authorizing renewing or declining customer requests within standard Bank policies and authorized limits forwarding others as per established processes

Preparing and / or ensuring all documentation is properly completed

Ensuring accounts adhere to the conditions of authorization

Identifying and resolving deviations from the conditions of authorization

Identifying deteriorating and / or unsatisfactory trends affecting the loan portfolio seizing opportunities to reduce risk and loss

Contributes to Business Bankings overall financial and non-financial objectives by :

Developing an understanding of the branch financial and non-financial goals and how to contribute to them

Delivering financial and non-financial goals

Participating in team meetings skill-building sessions and one-on-one coaching sessions

Being a leader amongst peers by exemplifying our core values and providing informal mentoring / guidance to peers

Adhering strictly to Bank and Branch security procedures and assigned authorities and responsibilities and reporting any unusual occurrences or fraudulent activity to your supervisor as soon as you become aware of it.

Understand how the Banks risk appetite and risk culture should be considered in day-to-day activities and decisions.

Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabanks Values its Code of Conduct and the Global Sales Principles while ensuring the adequacy adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational compliance AML / ATF / sanctions and conduct risk.

Champions a high-performance environment and contributes to an inclusive work environment.

What you need to succeed...

Minimum 2 years previous experience working with Healthcare Professional customers with proven track record of success and experience organically growing portfolio through new customer acquisition

Basic university / college courses in accounting finance business law and economics or equivalent work experience

Expert credit underwriting experience

Expert knowledge of the features and benefits of Small Business professional products and services selling approach selling tools and calculators

Thorough knowledge of legal and security documentation for small business products

Thorough and proven knowledge of interviewing solicitation marketing and business development techniques

Thorough knowledge of healthcare professional business legal structures life cycles and owner characteristics

Thorough knowledge of business financial statements especially the healthcare professional segment

Working knowledge of retail products and services and other business line / partner offerings (i.e. Wealth Management Commercial Banking MD Financial Enterprise Solutions)

Working knowledge of competitor offerings and alternate sources of financing

Working knowledge of economic conditions and political events affecting businesses especially in the professional healthcare segment

The ability to build and maintain key relationships is essential along with the ability to influence and persuade others. The incumbent must possess tactical planning implementation and organization skills. A high degree of flexibility is required to adapt to a wide variety of tasks and functions.

What were offering

The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.

A competitive compensation and benefits package.

An organization committed to making a difference in our communities for you and our customers.

You can expect to be recognized and rewarded for high-performance. Youll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.

Youll receive clear transparent criteria to progress in your career.

Location(s) : Canada : Nova Scotia : Halifax

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.

Required Experience :

Senior IC

Key Skills

Revenue Cycle Management,HIPAA,Healthcare Management,PMBOK,Microsoft Outlook,Project Leadership,Data Management,Project Management,Affiliate Marketing,Project Management Software,Supervising Experience,Workday

Employment Type : Full Time

Experience : years

Vacancy : 1