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Portfolio Manager

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Associated Bank
Full Time position
Listed on 2026-06-27
Job specializations:
  • Finance & Banking
    Banking & Finance, Risk Manager/Analyst, Financial Analyst
Salary/Wage Range or Industry Benchmark: 85400 USD Yearly USD 85400.00 YEAR
Job Description & How to Apply Below

Private Banking Relationship Manager

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

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.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

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.

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

$85,400.00 - $ per year

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