Portfolio Manager - Commercial Banking
Associated Bank · Green Bay, WI · 3 wk ago
Finance$58k–$99k/yrFull-time
About the role
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.
Responsibilities
- 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.
- Maintain and 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.
Qualifications
- 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.
- 1+ years of formal credit training.
- 1+ years of sales experience.
- Strong communication, financial analysis, and relationship management skills.
Skills
- Financial analysis
- Client management
- Underwriting
- Strategic partnership
- Portfolio management
- Loan recommendation
- Compliance with bank policies and regulatory guidelines
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.
Pay
$58,030.00 - $99,480.00 per year
Schedule
Full-time