Portfolio Manager - Equipment Finance

Associated Bank • Minneapolis, MN

2d

About The Position

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. Associated Bank conducts a thorough background check on all new hires. As a Portfolio Manager - Equipment Finance, you will manage and grow a portfolio of banking relationships while ensuring strong credit quality and client satisfaction. You’ll analyze financial data, structure lending solutions, and identify opportunities to deepen client relationships. This role offers the chance to expand your expertise in credit, client management, and strategic growth within a collaborative environment.

Requirements

• Bachelor’s degree in Business, Finance, Accounting, or related field (or equivalent experience)
• 4+ years of experience in commercial, corporate, or real estate banking or credit analysis
• 4+ years handling complex credit transactions

Nice To Haves

• 2+ years of sales or client relationship management experience
• 2+ years of formal credit training
• Equipment Finance Experience
• CFA (Chartered Financial Analyst) designation

Responsibilities

• Analyze financial statements and credit data to evaluate loan requests and recommend appropriate structures
• Manage portfolio risk and ensure compliance with credit policies and regulatory guidelines
• Partner with Relationship Managers to support and grow client relationships
• Identify and drive cross-selling opportunities across banking products and services
• Monitor loan performance and proactively address repayment or credit issues
• Support new business development through due diligence and financial analysis
• Present credit recommendations and participate in loan approval processes
• Contribute to special projects and represent the bank in community and business events

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees