Private Bank Portfolio Manager
Associated Bank
full-time
Posted on:
Location Type: Hybrid
Location: Minneapolis • Minnesota • United States
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Salary
💰 $67,340 - $115,440 per year
About the role
- 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 or equivalent combination of education and experience
- 2+ years of private banking or commercial banking experience with credit knowledge
- 4+ years of private banking or commercial banking experience with credit knowledge (preferred)
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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysiscredit evaluationloan structuringportfolio managementrisk assessmentcash flow analysiscredit presentationscovenant compliancecross-sellingclient retention
Soft Skills
communicationrelationship managementanalytical thinkingproblem-solvingteam collaborationclient engagementmarket presenceorganizational skillsinterpersonal skillsstrategic thinking