Director Financial Analysis Jobs in Appleton, WI

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.

Role Summary
As a Portfolio Manager within Commercial Banking, you will support the growth and management of commercial client relationships through credit analysis, portfolio management, and strategic partnership with Relationship Managers. This role plays a key part in maintaining strong credit quality while identifying opportunities to deepen client relationships across the bank. You'll gain exposure to complex commercial banking relationships and opportunities to grow your expertise in underwriting, client management, and financial strategy.

Key Accountabilities

• Analyze financial statements, credit requests, and client performance to evaluate lending opportunities and risk.

• Manage portfolio administration activities while ensuring compliance with bank policies and regulatory guidelines.

• Partner with Relationship Managers to support and strengthen commercial client relationships.

• Monitor portfolio performance, repayment activity, and overall credit quality to proactively manage risk.

• Recommend loan structures and participate in the loan approval and renewal process.

• Identify and refer cross-sell opportunities across Treasury Management, Private Banking, Capital Markets, and other banking services.

• Collaborate with internal partners and credit teams to deliver responsive, high-quality client service.

• Participate in community and business activities to strengthen market presence and build professional relationships.

Please Note: This position can also be hired as a Portfolio Manager VP or SVP. We will assess applicants based on their skills and years of relevant experience.

Education & Experience

Required

• Bachelor's degree in Business, Finance, Accounting, or related field, or equivalent experience

• 2+ years of experience in Commercial Banking, Commercial Real Estate, Corporate Banking, Specialized Banking, or Credit Approval

• 2+ years of experience handling complex commercial credits

• Reliable transportation and ability to lawfully drive, if applicable

Preferred

• 1+ years of sales experience

• 1+ years of formal credit training

• Experience building and managing commercial client relationships

• Strong communication, financial analysis, and relationship management skills

Why You'll Love Working Here

You'll join a collaborative team that values professional growth, relationship building, and continuous learning. At Associated Bank, you'll have opportunities to expand your expertise, work with experienced banking professionals, and make a direct impact on clients and communities. 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-focusedColleague Resource Groups.

• Competitive salaries with professional development and advancement opportunities.

• Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

• Personal banking, loan, investmentand 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 onFacebook,LinkedInandX.

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 contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.

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.

$58,030.00 - $99,480.00 per year