At a Glance
- Tasks: Manage business banking relationships through credit analysis and portfolio management.
- Company: Join Associated Bank, a leader in inclusive banking culture.
- Benefits: Enjoy competitive salaries, retirement plans, and paid volunteer time.
- Other info: Collaborative team with opportunities for advancement and community involvement.
- Why this job: Make a real impact while growing your career in commercial banking.
- Qualifications: Bachelor's degree and 2+ years in commercial banking or credit approval.
The predicted salary is between 38000 - 112080 $ per year.
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.
As a Business Banking Portfolio Manager, you will support a portfolio of Business Banking relationships through underwriting, credit monitoring, and portfolio management activities. You will analyze financial information, evaluate loan opportunities, manage ongoing credit quality, and help deliver strong client outcomes while supporting relationship growth. This role provides the opportunity to work across a diverse portfolio that includes commercial and industrial and commercial real estate lending.
Key Accountabilities
- Analyze financial statements and credit information to evaluate loan requests and recommend appropriate credit structures.
- Manage the end-to-end renewal process, partnering with internal stakeholders to ensure timely completion of credit presentations and reviews.
- Complete annual credit reviews and ongoing portfolio monitoring to maintain portfolio quality and compliance standards.
- Monitor borrower performance and loan repayment activity, identifying and addressing potential credit concerns proactively.
- Present credit recommendations and participate in the loan approval process when appropriate.
- Partner with Relationship Managers, credit teams, and other internal business partners to support client needs and credit inquiries.
- Ensure portfolio administration and risk management activities are aligned with established credit policies, business strategies, and regulatory requirements.
- Represent the bank within the community by participating in business and professional organizations and supporting special projects as needed.
Required Education & Experience
- Bachelor's degree in Business, Finance, Accounting, or an equivalent combination of education and experience.
- 2+ years of experience in Commercial Banking, Corporate Banking, Specialized Banking, SBA lending, and/or credit approval.
- Strong ability to analyze financial statements and evaluate credit risk.
- Reliable transportation and the ability to lawfully drive, if applicable.
Preferred
- Experience with both commercial and industrial lending and commercial real estate lending.
- Experience preparing credit presentations, cash flow analysis, and portfolio risk assessments.
- Formal credit training, such as RMA training.
You’ll join a collaborative and supportive team that values partnership, knowledge sharing, and helping one another succeed. The team offers meaningful exposure to a diverse commercial loan portfolio and a proven track record of career growth, with team members advancing into credit leadership, relationship management, and broader commercial banking opportunities.
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. Join our community on Facebook, LinkedIn and X.
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.
Business Banking Portfolio Manager in Richmond employer: Associated Bank
At Associated Bank, we pride ourselves on fostering an inclusive and collaborative work culture that values diverse perspectives and encourages professional growth. As a Business Banking Portfolio Manager, you'll have the opportunity to engage with a varied portfolio while benefiting from competitive salaries, comprehensive benefits, and a strong commitment to community involvement. Join us in a supportive environment where your contributions are recognized and rewarded, making a meaningful impact in the communities we serve.
