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

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. _

As a Small Business Banking Portfolio Manager, you will support the management and ongoing health of existing small business banking relationships through credit monitoring, portfolio management, and the renewal process. This role partners closely with bankers, credit teams, and support specialists to deliver a strong client experience while helping maintain portfolio quality, operational efficiency, and risk management standards.

Key Accountabilities

• Manage the end-to-end renewal process by partnering with sales, support specialists, and credit teams to ensure timely completion of credit presentations and renewals.
• Monitor and manage a portfolio of small business banking relationships to support portfolio quality, client retention, and relationship growth.
• Analyze financial information and recommend appropriate loan structures based on client needs and credit considerations.
• Ensure portfolio administration and risk management activities comply with established 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 required documentation to support portfolio management and renewal activities.
• Communicate loan rates, terms, and renewal expectations with clients while delivering a high-quality customer experience.
• Participate in community and business activities that help promote a positive presence within the local market.

Education & Experience

Required

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

Preferred

• 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.

Why You’ll Love Working Here

You’ll have the opportunity to make a direct impact on client relationships while partnering with a collaborative team focused on delivering exceptional service and sound portfolio management. This role offers meaningful exposure to credit, lending, and relationship support activities in a dynamic small business banking environment.

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-focused Colleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
• Personal banking, loan, investment and 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.Join our community on Facebook, LinkedIn and X.

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 contact [e-mail] if you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.

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.

$60,690.00 - $104,040.00 per year