Small Business Banking Portfolio Manager

Associated Bank•Green Bay, WI

2d•$60,690 - $104,040

About The Position

The Small Business Banking Portfolio Manager supports the management and ongoing health of existing small business banking relationships through credit monitoring, portfolio management, and renewals. The role partners closely with bankers, credit teams, and support specialists to deliver a strong client experience while maintaining portfolio quality, operational efficiency, and risk management standards. The position manages renewals, monitors a portfolio of small business relationships, analyzes financial information, and supports appropriate loan structuring. It also ensures that portfolio administration and risk activities comply with credit policies, procedures, business strategies, and regulatory guidelines. The Portfolio Manager serves as a liaison for clients and internal partners, supports relationship needs, and participates in local community and business activities. Associated Bank describes a collaborative small business banking environment with exposure to credit, lending, and relationship support activities. The role's listed annual base pay range is $60,690 to $104,040. Actual pay may vary based on work location, skills, experience, education, and qualifications.

Requirements

Bachelor's degree in Business, Finance, Accounting, or an equivalent combination of education and experience.
At least 2 years of Commercial Banking, Corporate Banking, Specialized Banking, SBA lending, Credit Approval, or related experience.
Experience analyzing financial information and supporting credit-related decisions.
Strong attention to detail and communication skills.

Nice To Haves

Experience working with small business banking clients and lending products.
Customer-facing experience in banking or financial services.
Experience collaborating across multiple business partners and departments.

Responsibilities

Manage the end-to-end renewal process with sales, support specialists, and credit teams to complete credit presentations and renewals on time.
Monitor and manage a portfolio of small business banking relationships to support portfolio quality, client retention, and relationship growth.
Analyze financial information and recommend loan structures based on client needs and credit considerations.
Ensure portfolio administration and risk management activities comply with credit policies, procedures, business strategies, and regulatory guidelines.
Serve as a liaison among clients, Relationship Managers, credit partners, and internal business teams to address credit-related inquiries and support relationship needs.
Collect and review financial statements and other documentation for portfolio management and renewal activities.
Communicate loan rates, terms, and renewal expectations to clients while providing a high-quality customer experience.
Participate in community and business activities that promote a positive presence in the local market.
Comply with applicable enterprise policies, procedures, laws, and regulations, including Bank Secrecy Act requirements.
Report suspicious activity, customer complaints, procedure violations, and ethical concerns through the appropriate channels.