Portfolio Manager

🕒 May 22

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Associated Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1874

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

Associated Bank is a Midwestern bank offering a wide array of banking services, including personal, business, and commercial banking. It provides features like digital banking, retirement plans, brokerage accounts, and wealth management services. The bank emphasizes community involvement and sustainability, investing significantly in initiatives such as affordable housing and economic development. Known for its Midwest-based customer care, Associated Bank operates hundreds of branches in Illinois, Minnesota, and Wisconsin, and provides various online and mobile banking solutions.

📋 Description

• Manage a portfolio of private banking and commercial relationships to ensure strong credit quality and client retention • Analyze financial statements and cash flows to evaluate loan requests and recommend appropriate structures • Prepare credit presentations and opportunity memos, clearly outlining risks, mitigants, and profitability • Monitor portfolio performance, including loan repayments, financial condition, and covenant compliance • Partner with Relationship Managers and internal teams to support client needs and manage renewals • Conduct annual reviews and risk rating assessments to maintain accurate portfolio oversight • Identify cross-sell opportunities across banking services to deepen client relationships • Participate in client meetings and community activities to strengthen market presence

🎯 Requirements

• Bachelor’s degree in Business, Finance, Accounting, or related field • 7+ years of private banking or commercial banking experience with strong credit expertise handling complex relationships • Valid driver’s license and reliable transportation (if applicable) • Experience managing large, complex credit portfolios and mentoring junior team members

🏖️ Benefits

• Retirement savings including both 401(k) and Pension plans. • Paid time off to volunteer in your community. • Opportunities to connect with others through our diversity-focused Colleague Resource Groups. • Competitive salaries with professional development and advancement opportunities. • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. • Personal banking, loan, investment and insurance benefits.