Portfolio Manager - VP - Corporate Banking

Associated Bank•Dallas, TX
•$88,060 - $150,960•Onsite

About The Position

Support the growth and management of Corporate Banking relationships through underwriting, credit analysis, portfolio management, and client engagement. You'll partner closely with Relationship Managers to deliver financial solutions, manage risk, and deepen client relationships. This role offers the opportunity to build expertise in complex credit structures while expanding your influence across a broad portfolio of corporate clients.

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.

Nice To Haves

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

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.

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.
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