Portfolio Manager - Equipment Finance

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. Key Accountabilities 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 Education & Experience Required: 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 Preferred: 2+ years of sales or client relationship management experience 2+ years of formal credit training Equipment Finance Experience CFA (Chartered Financial Analyst) designation Why You’ll Love Working Here At Associated Bank, you’ll be part of a team that values collaboration, professional growth, and meaningful client impact. You’ll gain exposure to complex financial solutions while building strong relationships across the organization. With opportunities for development and advancement, this is a place to grow your career. Apply today to make an impact. We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience. In 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, Minnesota, and Missouri 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 Statement Associated 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 [email protected] if you need an accommodation at any time during the process. 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. $88,060.00 - $150,960.00 per year At Associated Bank, our purpose is to uplift our customers, community and colleagues to be financially stronger. We do this through our relentless focus on people, with a winning spirit, by listening before we act and with a commitment to achieve together. What does it mean to be #RootedHere? For us, it means having a career that grows with you. We think you'll like the opportunities available at Associated Bank. Introduce yourself to our talent acquisition consultants and we'll contact you if there's a role that seems like a good match. Apply tot his job Apply To this Job