A

Associated Bank

Midwest regional bank with full services

Portfolio Manager

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeOmaha, NE, USA$62.2k - $106.6k /yrIn-person

About the Job

Requirements

  • A bachelor's degree in Business, Finance, or Accounting, or an equivalent combination of education and experience.
  • Less than 2 years of experience in Commercial/Corporate Banking, Commercial Real Estate, Specialized Banking, or Credit Approval.
  • Reliable transportation and the ability to lawfully drive, if applicable, by the start date.
  • Comply with applicable enterprise policies, procedures, laws, and regulations, including the Bank Secrecy Act.
  • Report suspicious activity to Financial Intelligence, customer complaints and procedure violations to management or HR, and ethical concerns through the Ethics Hotline.

Responsibilities

  • Analyze financial information and loan requests to assess credit quality and recommend appropriate structures.
  • Manage portfolio risk and ensure relationships follow bank policies, procedures, business strategies, and regulatory requirements.
  • Monitor borrower financial performance, loan repayment activity, renewals, and overall credit quality.
  • Partner with Relationship Managers to serve clients, support new business opportunities, and strengthen existing relationships.
  • Coordinate due diligence and credit analysis for new relationships and prepare materials for the loan approval process.
  • Identify opportunities to connect clients with Treasury Management, Private Banking, Capital Markets, and other bank solutions.
  • Support collection efforts and take appropriate action when accounts become past due or repayment concerns arise.
  • Represent Associated Bank in community and business activities that strengthen its presence in the local market.

Desired Qualifications

  • Less than 2 years of experience handling complex credits.
  • Less than 2 years of sales experience.
  • Less than 2 years of formal credit training.
  • CFA (Chartered Financial Analyst) certification by the start date.

About the Company

Associated Bank

Midwest regional bank with full services

Associated Banc-Corp is a regional bank holding company based in Green Bay, Wisconsin. It operates as a full-service bank, offering consumer and commercial financial products and services through more than 200 banking locations in Wisconsin, Illinois, and Minnesota, plus loan production offices in Indiana, Michigan, Missouri, New York, Ohio, and Texas. Its offerings include deposits, loans, treasury management, wealth and asset services, and digital banking, serving individuals and businesses across the Midwest. The company differentiates itself through its large, multi-state Midwest footprint and deep community banking presence, combining local branch access with a broad suite of financial solutions. Its goal is to help communities and customers manage money, grow their businesses, and navigate financial needs with trusted, face-to-face service supported by modern banking channels.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Green Bay, WI
Founded
1861

Recently Posted Jobs

Explore more opportunities at Associated Bank

See more jobs