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Portfolio Manager at Associated Bank, NA - ApplyBlast

Portfolio Manager

Associated Bank, NA

4 months ago

Chicago, IL

Hybrid

Full Time

Senior

0 applicants

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About this role

This role involves managing a portfolio of complex private banking and commercial relationships to ensure strong credit quality and client retention. Candidates will analyze financial statements, prepare credit presentations, monitor portfolio performance, and identify cross-sell opportunities across banking services. Based in Chicago, Milwaukee, Minneapolis, or Green Bay, the position requires on-site work 2-3 days per week.

Responsibilities

Manage a portfolio of private banking and commercial relationships
Analyze financial statements and cash flows to evaluate loan requests
Prepare credit presentations and opportunity memos outlining risks
Monitor portfolio performance including loan repayments and covenant compliance
Partner with Relationship Managers to support client needs and manage renewals

Skills

Qualifications

Bachelor's degree in Business, Finance, Accounting, or related field7+ years of private banking or commercial banking experienceValid driver's license

About Associated Bank, NA

associatedbank.com

Headquarters

Green Bay, Wisconsin, United States

Company Size

1001-5000 employees

Founded

1861

View Profile

Associated Bank is a leading financial institution that offers a comprehensive range of banking products and services, including checking and savings accounts, personal loans, mortgages, and wealth management solutions. The bank emphasizes customer convenience with features like online banking, mobile banking, and 24/7 customer support. Known for its dedication to customer service and community involvement, Associated Bank aims to provide tailored financial solutions to meet the diverse needs of its clients.