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BmoSenior Portfolio Banker
West Palm Beachonsitesenior$74K – $138K
Posted today · via Workday
About this role
Application Deadline: 09/27/2026 Address: 777 S Flagler Drive Job Family Group: Wealth Sales & Service Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring). Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients. Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is senior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in West Palm Beach. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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