Portfolio Manager - VP - Commercial Banking

Associated Bank - Corp

Dallas (TX)

On-site

USD 88,000 - 151,000

Full time

3 days ago
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Benefits offered by this job

401(k) and Pension plans
Volunteer time off
Diversity-focused Colleague Resource G
Competitive salaries
Employee stock purchase plan
Parental leave
Military benefits
Personal banking, loan, investment and

Job summary

Associated Bank seeks a Corporate Banking professional to support underwriting, credit analysis, portfolio management, and client engagement. You will partner with Relationship Managers to deliver financial solutions and deepen client relationships across a broad corporate portfolio.

The role involves analyzing complex credit relationships, maintaining compliance with policies, and identifying opportunities to expand services through Treasury, Wealth, and Capital Markets.

Qualifications

  • Bachelor’s degree in Business, Finance, Accounting, or related field.
  • 4+ years in Corporate/Commercial Banking or credit approval.
  • 4+ years analyzing and managing complex credit relationships.
  • Reliable transportation and ability to lawfully drive, if applicable.

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.

Skills

Credit analysis
Relationship management
Financial statement analysis
Credit underwriting
Portfolio management

Education

Bachelor's degree
CFA designation

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.

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.

What you'll do:
  • 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.
What you'll bring:
Required
  • 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.
Preferred
  • 2+ years of sales or business development experience.
  • 2+ years of formal credit training.
  • Chartered Financial Analyst (CFA) designation.
Why You'll Love Working Here

At Associated Bank, you'll join a team that values collaboration, development, and meaningful client relationships. We invest in colleague growth through learning opportunities, internal mobility, mentorship, and career development while empowering you to make a measurable impact for clients and communities.

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 isPay Transparencycompliant.

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.

$88,060.00 - $150,960.00 per year

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