Portfolio Manager – Private Banking

Associated Bank

Portfolio Manager managing complex private banking and commercial relationships at Associated Bank. Ensuring strong credit quality and client retention through financial analysis and relationship support.

Posted 4/22/2026full-timeMilwaukee • Illinois, Minnesota, Wisconsin • 🇺🇸 United StatesSeniorLead💰 $85,400 - $146,400 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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)

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysiscredit evaluationloan structuringportfolio managementrisk assessmentcovenant compliancecross-sellingcredit presentationscash flow analysisclient retention strategies

Soft Skills

relationship managementcommunicationteam collaborationclient engagementmarket presence enhancementanalytical thinkingproblem-solvingorganizational skillsnegotiationinterpersonal skills