Private Bank Portfolio Manager II

Associated Bank

. Manage and monitor a portfolio of private banking, commercial, and commercial real estate relationships .

Posted 9/21/2026full-timeChicago • Illinois • United StatesJuniorMid-Level💰 $67,340 - $115,440 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing private banking and commercial banking relationships, with a strong focus on financial analysis, credit evaluation, and compliance with banking regulations. Proven ability to develop lending recommendations and maintain client relationships while ensuring adherence to enterprise policies.

Highest-signal resume keywords

Financial AnalysisCredit EvaluationPortfolio ManagementRegulatory ComplianceClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Statement AnalysisCash Flow AnalysisLoan StructuringCredit Presentation PreparationRisk Rating AssessmentProfitability AssessmentCovenant ComplianceLoan Renewal ManagementPortfolio Metrics TrackingCredit Knowledge

Soft Skills

Problem SolvingCommunicationCollaborationCommunity EngagementEthical Reporting

Industry Keywords

Private BankingCommercial BankingBank Secrecy ActFinancial IntelligenceEnterprise PoliciesLoan DocumentationCustomer ComplaintsEthics Hotline

About the role

Key responsibilities & impact

Manage and monitor a portfolio of private banking, commercial, and commercial real estate relationships
Analyze financial statements, cash flow, collateral, and repayment sources to evaluate loan requests and recommend credit structures
Prepare credit presentations and underwriting recommendations for new and existing borrowing relationships
Develop financial analyses, profitability assessments, and lending recommendations for prospective and current client opportunities
Oversee portfolio monitoring, including annual reviews, risk rating assessments, loan renewals, and covenant compliance
Partner with relationship managers, credit teams, and business partners to address portfolio needs and resolve credit issues
Track and report portfolio metrics, including loan maturities, documentation exceptions, financial reporting requirements, and past due accounts
Identify opportunities to deepen client relationships through additional banking and financial services
Maintain a strong presence within the community and marketplace

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, Accounting, or an equivalent combination of education and experience
2+ years of private banking or commercial banking experience with credit knowledge
Access to reliable transportation and the ability to lawfully drive, if applicable
Fully complies with all applicable enterprise policies and procedures
Acts in compliance with all applicable laws and regulations, including but not limited to Bank Secrecy Act
Responsible for reporting suspicious activity to Financial Intelligence
Responsible to report all customer complaints and procedure violations to management or HR
Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline

Benefits

Comp & perks

Retirement savings including both 401(k) and Pension plans
Paid time off to volunteer in your community
Opportunities to connect with others through diversity-focused Colleague Resource Groups
Competitive salaries with professional development and advancement opportunities
Well-being programs and incentives
Parental leave
Employee stock purchase plan
Military benefits
Personal banking, loan, investment and insurance benefits