Portfolio Manager - Commercial Banking

Associated BankGreen Bay, WI
Onsite

About The Position

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.

Requirements

  • 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

Nice To Haves

  • 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

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.
  • 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.

Benefits

  • 401(k)
  • Pension plans
  • Paid time off to volunteer in your community
  • Opportunities to connect with others through our diversity-focused Colleague Resource Groups
  • Competitive salaries
  • Professional development and advancement opportunities
  • Well-being programs and incentives
  • Parental leave
  • Employee stock purchase plan
  • Military benefits
  • Personal banking benefits
  • Loan benefits
  • Investment benefits
  • Insurance benefits
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