Private Bank Portfolio Manager

Associated Banc-Corp

Base: $67,340.00 - $115,440.00 py; bonus/equity: n...
Not specified
Private banking portfolio management
Commercial credit analysis
Financial statement evaluation
Associated Banc-Corp is seeking a Private Bank Portfolio Manager to manage and grow a portfolio of complex private banking and commercial relationships. The ideal candidate should have 2+ years of relevant experience, a strong grasp of credit analysis, and a commitment to client satisfaction

Job Summary

  • This role involves managing a portfolio of complex private banking and commercial relationships while ensuring strong credit quality.
  • The position requires analyzing financial statements and cash flows to evaluate loan requests and recommend appropriate structures.
  • Associated Bank offers competitive salaries, retirement savings including 401(k) and Pension plans, and opportunities for professional development.

Matching Summary

Match Score: 85

Associated Banc-Corp is seeking a Private Bank Portfolio Manager to manage and grow a portfolio of complex private banking and commercial relationships. The ideal candidate should have 2+ years of relevant experience, a strong grasp of credit analysis, and a commitment to client satisfaction.

Salary

Base: $67,340.00 - $115,440.00 per year; Bonus/Equity: Not specified; Benefits: 401(k), Pension, Paid time off, Employee stock purchase plan

Skills & Requirements

Must-have

  • Private banking portfolio management
  • Commercial credit analysis
  • Financial statement evaluation
  • Loan structure recommendation
  • Credit presentation preparation

Nice-to-have

  • Cross-sell opportunity identification
  • Client relationship deepening
  • Community engagement participation
  • Wealth management exposure

Key Requirements

  • Bachelor's degree in Business, Finance, or Accounting
  • 2+ years of private banking or commercial banking experience
  • Strong credit knowledge and risk management skills

Work Rights

Not specified

Tailored Resume

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