Associated Bank

Portfolio Manager, Private Banking

Associated Bank$85K — $146K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Finance, Accounting, or related field
  • 7+ years of experience in private or commercial banking with credit expertise
  • Strong ability to manage complex financial relationships
  • Experience in analyzing financial statements and cash flows
  • Valid driver's license and reliable transportation (if applicable)

Responsibilities

  • Manage a portfolio of private banking and commercial relationships to ensure strong credit quality
  • Analyze financial statements and cash flows for evaluating loan requests
  • Prepare credit presentations outlining risks, mitigants, and profitability
  • Monitor portfolio performance, including loan repayments and covenant compliance
  • Partner with Relationship Managers to support client needs
  • Conduct annual reviews and risk rating assessments for portfolio oversight
  • Identify cross-sell opportunities to deepen client relationships
  • Participate in client meetings to strengthen market presence

Benefits

  • Retirement savings including both 401(k) and Pension plans
  • Paid time off for community volunteering
  • Opportunities to connect through diversity-focused Colleague Resource Groups
  • Professional development and advancement opportunities
  • Bonus benefits like well-being programs, parental leave, and employee stock purchase plan
  • Personal banking, loan, investment, and insurance benefits
Full Job Description
Manage and grow a portfolio of complex private banking and commercial relationships while ensuring strong credit quality and client satisfaction. This role blends financial analysis, relationship support, and risk management to drive sound lending decisions. You'll gain exposure to sophisticated clients and opportunities to expand your expertise across Wealth Management.

Key Accountabilities
  • 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


Education & Experience

Required:
  • 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)


Preferred:
  • Experience managing large, complex credit portfolios and mentoring junior team members


Why You'll Love Working Here

At Associated Bank, you'll work alongside experienced professionals in a collaborative, growth-focused environment where your contributions directly impact clients and the business. We invest in your development and provide opportunities to expand your skills across multiple banking disciplines. Apply today to make an impact.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
  • 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.


Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

$85,400.00 - $146,400.00 per year

About Associated Bank

Associated Bank is a regional bank that provides a wide range of financial products and services to individuals, businesses, and organizations. The bank offers personal and business banking, wealth management, and insurance services, and operates more than 200 locations throughout Wisconsin, Illinois, and Minnesota. Associated Bank was founded in 1861 and has a long history of serving its communities and customers. The bank is committed to providing exceptional customer service and building strong relationships with its customers.
Learn more about Associated Bank
Size
4,900 employees
Industry
Founded
1874

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