Professional Banking Specialist, Lawyers

Professional Banking Specialist, Lawyers - Ottawa

5 days ago Be among the first 25 applicants

Requisition

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

The Professional Banking Specialist contributes to the overall success of the Lawyers & Professional Banking, Business Banking 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.

• 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 and 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.
  • Informing the client 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.
  • Supporting and closely working with professionals to support the transition from SPSP to SPP.
• Manage an assigned SPP client portfolio at an acceptable level of risk by:
  • Working closely with the SPP Solutions Managers/ACE when processing deals.
  • Completing credit reviews in a timely and sufficiently detailed fashion.
  • Authorizing, renewing, or declining client requests within standard Bank policies and authorized limits, forwarding others as per established processes.
  • Preparing and/or ensuring all…