Private Bank Portfolio Manager I

Company: Disability Solutions
Location: Green Bay
Posted on: April 26, 2025

Job Description:

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.Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process.We invite you to view the opportunity below.The Portfolio Manager I will underwrite and manage a portfolio of professional service firms, professional practices, private banking, commercial and commercial real estate relationships within Wealth Management to ensure retention and expansion of existing client relationship. Primary performance responsibilities include analyzing financial data to determine the merits of loan requests, recommend structure, and ensure compliance with Associated Bank credit policy and guidelines and overall credit quality of the loan portfolio. Responsible for expanding and deepening customer relationships by identifying customers' needs comprehensively and matching their needs with selections and resources within the colleague's assigned business line and across all business lines of Associated Bank.This person will also:

• Ensure the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure and business strategy as well as commercial and regulatory guidelines. Operate in full compliance with internal policies and procedures as well as applicable regulations and laws.
• Prepare credit presentations both for existing and prospective borrowers to assist in the underwriting process. Determine the Borrowers' primary and secondary sources of repayment ability as well as the Bank's collateral position. Identify all risks associated with the proposed structure and explain all mitigating factors. Include a Risk Rating Rationale for the Borrower noting specific upgrade and downgrade triggers. Compile an accurate relationship profitability analysis as directed by corporate policy.
• Assist in the preparation of Opportunity Memos for prospective and current Borrowers including recommending structure, preparing and analyzing cash flows and financial information, identifying all potential risk and mitigants, listing a Risk Rating Rationale and estimating relationship profitability .
• Monitor loan repayment activities and financial condition of borrowing clients and take necessary action to collect past due accounts and ongoing repayment ability of all other accounts. Escalate any issue to appropriate levels and develop a plan to migrate if necessary. Assume overall responsibility for the credit quality of the loan portfolio. Manage the renewal process by working with the Relationship Manager the client and the credit department.
• Prepare annual reviews and Dual Risk Rating verifications on all credit facilities to ensure proper risk assessment with the portfolio. In addition, evaluate all new and existing loan documentation to verify that all documents are in place, in compliance with governing laws and regulations and loan policy and match the approved credit presentation. Oversee, prepare and coordinate Criticized asset review meetings with assigned region.
• Actively participate in meetings with Relationship Managers, Assistants, Team Leads and internal Business Partners on a consistent basis with regards to status of the loan portfolio including administrative reports, current pipeline and any new credit issues relating to credit policy.
• Prepare Private Banking performance relative to portfolio administration through the use of various monthly and quarterly reports such as past due loans, maturing loans, annual reviews, documentation exceptions, etc. Update weekly pipeline reports and any assigned Loan Programs. Maintain current portfolio's administrative reports to ensure all covenants, annual reviews, renewals are completed in a timely basis. Work with Relationship Manager to ensure that all financials requirements are obtained and reviewed in a timely basis. Report results to Credit Manager.
• Responsible for identifying cross sales opportunities of all bank services, especially non-borrowing services; Capital Market (SWAP) enhancements; Treasury Management; Commercial Banking; Trust; Retirement Plan Services to our existing client base as well as prospects.Education
  • Bachelor's Degree or equivalent combination of education and experience in Business, Finance, or Accounting. PreferredExperience
    • Less than 2 years Private Banking or Commercial Banking with credit knowledge. Required
    • 2-4 years Private Banking or Commercial Banking with credit knowledge. PreferredLicenses and Certifications
      • Must have access to reliable transportation and the ability to lawfully drive self, if applicable. RequiredIn 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 and Minnesota 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. Join our community on Facebook, LinkedIn and X.Compliance StatementAssociated 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.Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.Associated Bank is Pay Transparency compliant.The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.$53,690.00 - $92,040.00 per year

Keywords: Disability Solutions, Green Bay , Private Bank Portfolio Manager I, Accounting, Auditing , Green Bay, Wisconsin