Growth-Focused Small Business Banking Portfolio Manager

Associated Bank; Green Bay (WI); On-site; USD 61,000 - 104,000; Full time

Benefits offered by this job

401(k) and Pension plans

Paid time off to volunteer

Colleague Resource Groups

Competitive salaries and development

Employee stock purchase plan

Military benefits and more

Job summary

Associated Bank seeks a Small Business Banking Portfolio Manager to support ongoing health of existing relationships via credit monitoring, portfolio management, and renewals. You will work with bankers, credit teams and support specialists to deliver strong client experiences while maintaining portfolio quality and risk standards.

The role emphasizes analysis of financial information, recommending loan structures, and ensuring compliance with policies.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 2+ years in Commercial/Corporate Banking, SBA lending, or related areas.
• Experience analyzing financial information and supporting credit decisions.
• Strong attention to detail and communication skills.

Responsibilities

• Manage the end-to-end renewal process with sales, support, and credit teams.
• Monitor a portfolio to maintain quality, retention, and growth.
• Analyze financial information and recommend loan structures.
• Ensure compliance with credit policies, procedures, and regulations.
• Coordinate with clients, Relationship Managers, credit partners and internal teams.
• Collect and review financial statements to support portfolio management and renewals.
• Communicate loan rates, terms and renewal expectations with clients.
• Participate in community and local market activities.

Skills

Attention to detail

Communication skills

Credit monitoring

Portfolio management

Relationship management

Education

Bachelor’s degree in Business, Finance, Accounting, or equivalent

Job description

Associated Bank seeks a Small Business Banking Portfolio Manager to support ongoing health of existing relationships via credit monitoring, portfolio management, and renewals. You will work with bankers, credit teams and support specialists to deliver strong client experiences while maintaining portfolio quality and risk standards.

The role emphasizes analysis of financial information, recommending loan structures, and ensuring compliance with policies.