Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Portfolio Banker & Lending Specialist

Bmo

BMO Financial Group seeks an experienced credit professional to manage lending and deposit portfolios, provide expert analysis, and support relationship managers across wealth clients in the U.S. This role emphasizes underwriting, funding, portfolio monitoring, and client service excellence, with opportunities to lead complex transactions. Ideal candidates bring deep credit knowledge, strong communication, and analytical skills, with the ability to drive risk-aware decisions in a collaborative, #J-18808-Ljbffr Bmo

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Portfolio Banker & Lending Specialist in West Palm Beach, FL vacancy
  • Bank of Montreal in West Palm Beach, FL seeks a Wealth Sales & Service professional to deliver expert lending support and enhance client portfolios. You will provide tailored credit analysis, underwriting, and ongoing monitoring for a diverse book of accounts. The role... 
    Senior

    Bank of Montreal

    West Palm Beach, FL
    9 hours ago
  • BMO Financial Group, a leading banking institution in the United States, seeks a seasoned banking professional to manage lending portfolios, analyze risk, and support strategic initiatives. You will coordinate with deal teams, perform credit analysis, and deliver insights... 
    Senior

    BMO U.S.

    West Palm Beach, FL
    3 days ago
  • BMO Financial Group in the United States is seeking an experienced credit professional to manage lending portfolios, analyze credit risk, and support relationship managers. This role focuses on underwriting, funding, and monitoring credit facilities for a diverse client... 
    Senior

    Hispanic Alliance for Career Enhancement

    West Palm Beach, FL
    2 days ago
  • $74k - $138k

     ...Flagler Drive Job Family Group: Wealth Sales & Service Provides a...  ...of customer service and portfolio management in lending services for all existing...  ...in support of a team of specialists and relationship managers....  ...withClients, Prospects, Bankers and Risk Management to provide... 
    Senior
    Part time
    Local area

    Bmo

    West Palm Beach, FL
    4 days ago
  • Wells Fargo is seeking a Senior Lead Technology Banking Relationship Manager to join our...  ...relationships and deepening an existing portfolio of clients. Learn about the career areas...  ...networksPartner with Commercial Lending Product Management to provide feedback and... 
    Senior
    Full time
    Work experience placement

    Wells Fargo

    West Palm Beach, FL
    1 day ago
  •  ...: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role...  ...investments, credit, home lending, and business banking. In...  ...with internal partners across Wealth, Home Lending, and Business...  ...building trust, managing a portfolio, and delivering holistic,... 
    Senior
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Boynton Beach, FL
    5 days ago
  •  ...Financial Group in West Palm Beach is seeking a senior Relationship Manager to serve high-net-worth clients with a comprehensive wealth management experience, integrating banking...  ...and planning. The role combines credit and lending proficiency with investment expertise to... 
    Senior

    Hispanic Alliance for Career Enhancement

    West Palm Beach, FL
    2 days ago
  •  ...partners with a boutique private bank in New York to recruit a Senior Private Banker for its West Palm Beach office. The Managing Director –...  ...worth and ultra-high-net-worth clients, delivering customized wealth management and investment solutions with discretion and confidentiality... 
    Senior
    Work at office

    Daily Recruits, LLC

    West Palm Beach, FL
    5 days ago
  •  ...primary focus of a Commercial Banker is to leverage their talents...  ...regional credit issues including portfolio administration and sales...  ...obtained through commercial lending sales and portfolio management...  ...including: Treasury Management, Wealth Management, and Consumer... 
    Senior

    Seacoast Bank

    West Palm Beach, FL
    18 days ago
  • Metropolitan Commercial Bank is seeking a senior Commercial Lending professional to develop new business, underwrite, structure, and close loans while actively managing an existing portfolio. The role emphasizes strong credit judgment, relationship building, and adherence... 
    Senior
    Work at office
    Remote work

    Metropolitan Commercial Bank

    West Palm Beach, FL
    2 days ago
  •  ...boutique private bank headquartered in New York City to recruit a Senior Private Banker for its West Palm Beach office. The firm serves ultra‑high‑net‑worth individuals, families, and businesses with bespoke wealth solutions, combining personalized, discreet advice with fast... 
    Senior
    Work at office

    Daily Recruits, LLC

    West Palm Beach, FL
    1 day ago
  • $134.28k - $164.12k

     ...Insurance Premium Finance Banker At U.S. Bank, we're on a journey to do our...  ...of Insurance Premium Finance (IPF) lending across Ascent, Private Wealth Management, and Wealth Management...  ...Supports standards for managing IPF portfolios in a manner than ensures compliance... 
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Palm Beach, FL
    4 days ago
  • $350k

     ...encompassing Private Banking, Lending, Branch, Brokerage, Trust,...  .... Our client is seeking a Senior Advisor/ Banker who leads with investments....  ...departments, teams and specialists to maximize cross-selling opportunities...  ...+ years' experience in the wealth management industry as... 
    Senior

    Avior Executive Search

    West Palm Beach, FL
    7 days ago
  •  ...commercial banking professional to manage a portfolio of high‑revenue clients and prospects....  ...Banking, Foreign Exchange, and Wealth Management to deliver tailored financial...  ...example. A 10+ year background in commercial lending or investment banking is expected, with... 
    Senior

    Bank of America

    West Palm Beach, FL
    3 days ago
  • $139.7k - $232.9k

     ...coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families...  ...and alternative wealth solutions by utilizing a team of specialists as applicable.Responsible for managing pipeline and activities... 
    Senior
    Full time
    Temporary work
    Work experience placement

    M&T Bank

    Palm Beach, FL
    19 hours ago
  • Leeds Professional Resources is recruiting a senior property accountant to join a growing commercial real estate investment firm in West...  ...role reports to the controller and oversees accounting for a portfolio of properties, with opportunities for career advancement.... 
    Senior

    Leeds Professional Resources

    West Palm Beach, FL
    1 day ago
  • $55k - $65k

     ...$65,000.00/yr Direct message the job poster from Frederick Fox Senior Recruiting Manager | Helping Honest, Growth-Minded Companies Hire...  ..., Hiring Nationwide | ****@*****.*** Accounts Payable Specialist We’re looking for a detail-driven Accounts Payable Specialist... 
    Senior
    Full time
    Work at office

    Frederick Fox

    Riviera Beach, FL
    2 days ago
  • Arden Trust Company is seeking a Trust Officer Senior in West Palm Beach, FL. You will report to the Branch Manager and lead a team focused...  ...and performance of complex trust accounts within a growth-oriented wealth management environment. #J-18808-Ljbffr Arden Trust Company
    Senior

    Arden Trust Company

    West Palm Beach, FL
    1 day ago
  • JPMorgan Chase in Florida seeks a Senior Home Lending Advisor to guide clients through the home loan process and deliver exceptional customer service. You will coordinate with branch teams and bankers to expand mortgage originations while ensuring adherence to regulatory... 
    Senior

    JPMorganChase

    West Palm Beach, FL
    4 days ago
  • Bessemer Trust in Palm Beach is seeking a Senior Client Advisor to develop and maintain...  ...coordinate service delivery, and consult with specialists across Investment Management, Trust...  ...staff, delivering high-level wealth management services with fiduciary rigor... 
    Senior

    Bessemer Trust

    West Palm Beach, FL
    4 days ago
  • JPMorgan Chase & Co. is seeking a Senior Home Lending Advisor in Chase Home Lending to serve as the primary contact for customers throughout...  ...quality customer service. The role emphasizes collaboration with bankers and marketing teams to drive mortgage originations and... 
    Senior

    JPMorganChase

    West Palm Beach, FL
    4 days ago
  •  ...Senior Specialist, Supply Chain ManagementL3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growth. L3Harris... 
    Senior
    Contract work
    Work at office
    Local area

    L3Harris Technologies

    West Palm Beach, FL
    2 hours ago
  • Related Ross is seeking a Senior Accountant to join the Commercial Accounting group in West Palm Beach. You will handle daily accounting...  ..., month-end close, and financial reporting for our real estate portfolio across retail, office, and other properties. You will analyze... 
    Senior
    Work at office

    Related Ross

    West Palm Beach, FL
    2 days ago
  • $70k - $85k

     ...Join Vultr We are seeking a highly proactive, research-driven Senior Sourcing Specialist to build and scale top-of-funnel talent pipelines across technical and operational hiring. This role will own proactive pipeline development in partnership with recruiters and... 
    Senior

    Vultr

    West Palm Beach, FL
    4 days ago
  • The Department of Veterans Affairs at the West Palm Beach VA Medical Center seeks a Blind Rehabilitation Specialist (GS-09/GS-11). The incumbent delivers comprehensive vision rehabilitation to visually impaired Veterans across hospitals, clinics, and home environments,... 
    Senior

    US-Department-of-Veterans-Affair

    West Palm Beach, FL
    4 days ago
  • Searcy Denney Scarola Barnhart & Shipley, P.A. in West Palm Beach is seeking a service-oriented Sr. Intake Case Specialist who is empathetic, a good listener, and fluent in English and Spanish. You will review intake information, prepare paperwork, input data into the... 
    Senior

    Searcy, Denney, Scarola, Barnhart & Shipley, P.A.

    West Palm Beach, FL
    2 days ago
  • $116k - $216k

     ...community development.Essential FunctionsOriginate and manage a portfolio of community development loans and equity investments,...  ...LIHTC and NMTC. (required)Experience with community development lending or commercial real estate lending programs (Fannie Mae, Freddie... 
    Senior
    Full time
    Work at office
    Flexible hours
    Night shift

    KeyBank

    Palm Beach Gardens, FL
    4 days ago
  • $70k - $140k

     ...individual to join our team as an Associate Wealth Strategist. This role sits at the heart...  ...relationship, working closely alongside senior wealth strategists to deliver comprehensive...  ...through regular communication, portfolio reviews, and proactive check‑ins. Assist... 
    For contractors
    Work at office
    Flexible hours

    Satovsky Asset Management LLC

    West Palm Beach, FL
    5 days ago
  • Hearing Center Manager Responsible for overseeing employees and directing operations of the Hearing Center and other areas of the warehouse. Addresses personnel issues and oversees tasks performed by employees. Participates in Licensed Hearing Aid Dispenser duties. ...
    Senior
    Full time
    Temporary work
    Apprenticeship
    Work at office

    Costco Wholesale Corporation

    West Palm Beach, FL
    1 day ago
  • $133.2k

     ...Sr. Therapeutic Specialist At Gilead, we're creating a healthier world for all people. For more than 35 years, we've tackled diseases...  ...-Product Experience: Experience managing a multiple product portfolio Basic Qualifications: 6+ Years with BS/BAOR 4+ Years with... 
    Senior
    Work at office
    Local area

    Gilead

    West Palm Beach, FL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Portfolio Banker & Lending Specialist. Be the first to apply!