Portfolio Manager

Associated Bank - Corp

Omaha (NE)

On-site

USD 62,000 - 107,000

Full time

5 days ago
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Benefits offered by this job

401(k) plan
Pension plan
Paid time off to volunteer
Employee Resource Groups participation
Competitive salaries with professional
Bonuses and well-being programs
Employee stock purchase plan
Military benefits
Personal banking and investment perks

Job summary

Associated Bank is recruiting for a Commercial Banking role in the Omaha area. The position focuses on managing a portfolio of commercial banking relationships—supporting credit decisions, monitoring risk, and strengthening client ties with Relationship Managers and internal partners to grow loans, deposits, and fee income while expanding commercial banking expertise.

The role emphasizes analyzing financial information, coordinating due diligence, and identifying opportunities to connect clients

Qualifications

  • Bachelor's degree in Business, Finance, Accounting, or an equivalent combination of education and experience.
  • Less than 2 years of experience in Commercial/Corporate Banking, Commercial Real Estate, Specialized Banking, or Credit Approval.
  • Reliable transportation and the ability to lawfully drive, if applicable, by the start date.
  • CFA (Chartered Financial Analyst) certification by the start date.

Responsibilities

  • Analyze financial information and loan requests to assess credit quality and recommend appropriate structures.
  • Manage portfolio risk and ensure relationships follow bank policies, procedures, business strategies, and regulatory requirements.
  • Monitor borrower financial performance, loan repayment activity, renewals, and overall credit quality.
  • Partner with Relationship Managers to serve clients, support new business opportunities, and strengthen existing relationships.
  • Coordinate due diligence and credit analysis for new relationships and prepare materials for the loan approval process.
  • Identify opportunities to connect clients with Treasury Management, Private Banking, Capital Markets, and other bank solutions.
  • Support collection efforts and take appropriate action when accounts become past due or repayment concerns arise.
  • Represent Associated Bank in community and business activities that strengthen its presence in the local market.

Education

Bachelor's degree in Business, Finance, Accounting, or an equivalent combination of education and experience

Job description

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.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

In this role, you'll manage a portfolio of commercial banking relationships by supporting credit decisions, monitoring risk, and strengthening client relationships. You'll work closely with Relationship Managers and internal partners to grow loans, deposits, fee income, and referrals while building valuable commercial banking expertise.

Key Accountabilities
  • Analyze financial information and loan requests to assess credit quality and recommend appropriate structures.
  • Manageportfolio risk and ensure relationships follow bank policies, procedures, business strategies, and regulatory requirements.
  • Monitorborrower financial performance, loan repayment activity, renewals, and overall credit quality.
  • Partnerwith Relationship Managers to serve clients, support new business opportunities, and strengthen existing relationships.
  • Coordinatedue diligence and credit analysis for new relationships and prepare materials for the loan approval process.
  • Identifyopportunities to connect clients with Treasury Management, Private Banking, Capital Markets, and other bank solutions.
  • Supportcollection efforts and take appropriate action when accounts become past due or repayment concerns arise.
  • RepresentAssociated Bank in community and business activities that strengthen its presence in the local market.
Education & Experience
Required
  • Bachelor's degree in Business, Finance, Accounting, or an equivalent combination of education and experience.
  • Less than 2 years of experience in Commercial/Corporate Banking, Commercial Real Estate, Specialized Banking, or Credit Approval.
  • Reliable transportation and the ability to lawfully drive, if applicable, by the start date.
Preferred
  • Less than 2 years of experience handling complex credits.
  • Less than 2 years of sales experience.
  • Less than 2 years of formal credit training.
  • CFA (Chartered Financial Analyst) certification by the start date.
Why You'll Love Working Here

At Associated Bank, you'll have opportunities to grow your credit, relationship management, and commercial banking skills while working alongside experienced professionals. Your work will directly support clients, strengthen communities, and contribute to the bank's growth.

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-focusedColleague Resource Groups.
  • Competitive salaries with professional development and advancement opportunities.
  • Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
  • Personal banking, loan, investmentand 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. See why our colleagues continually vote us a best place to work in the Midwest.

Artificial Intelligence Statement

To support our recruiting process, we may use artificial intelligence ("AI") or automated technologies to collect, organize, sort, and analyze information submitted by applicants. These tools may assist our Talent Acquisition professionals in identifying applicants who appear to satisfy the minimum qualifications for a position.

AI is not used to make employment decisions on behalf of Associated Bank. No applicant will be selected or rejected solely based on the output of an AI tool. Hiring decisions are made by Associated Bank personnel who review applicant information and exercise independent judgment in accordance with applicable law and company policies.

Compliance Statement

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.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank is Pay Transparency compliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.

$62,160.00 - $106,560.00 per year

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