Jobs · Finance · Texas

Portfolio Manager - VP - Commercial Banking

Associated Bank · Dallas, TX · 2 wk ago
Finance$88k–$151k/yrFull-time

About the role

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.

Responsibilities

  • Manage a portfolio of Corporate Banking relationships while ensuring compliance with credit policy, business strategy, and regulatory guidelines.
  • Analyze financial statements, evaluate loan requests, and recommend appropriate credit structures and solutions.
  • Partner with Relationship Managers to strengthen client relationships and deliver a seamless banking experience.
  • Monitor portfolio performance, repayment activity, and financial condition to proactively identify and manage risk.
  • Identify opportunities to expand client relationships through referrals to Treasury Management, Wealth Management, Capital Markets, and other banking solutions.
  • Conduct due diligence and prepare credit recommendations for new and existing client opportunities.
  • Present credit requests and recommendations through the bank's loan approval process.
  • Support portfolio growth by maintaining loans, deposits, fee income, and client retention objectives.

Requirements

  • Bachelor's degree in Business, Finance, Accounting, or a related field, or equivalent combination of education and experience.
  • 4+ years of Corporate Banking, Commercial Banking, Commercial Real Estate Banking, Specialized Banking, or Credit Approval experience.
  • 4+ years of experience analyzing and managing complex credit relationships.
  • Reliable transportation and ability to lawfully drive, if applicable.

Qualifications

  • 2+ years of sales or business development experience.
  • 2+ years of formal credit training.
  • Chartered Financial Analyst (CFA) designation.

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

$88,060.00 - $150,960.00 per year

Similar jobs