Small Business Banking Portfolio Manager: Client Growth

Associated Bank - Corp; Hales Corners (WI); On-site; USD 61,000 - 104,000; Full time

Job summary

Associated Bank is seeking a Small Business Banking Portfolio Manager to support management and health of existing small business relationships through credit monitoring and renewal processes. You will collaborate with bankers, credit teams, and support specialists to deliver a strong client experience while upholding portfolio quality and risk standards.

The role requires a in-business sense for cash flow analysis, loan structuring, and compliance with credit policies, with opportunities to

Qualifications

• 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.

Responsibilities

• Manage the end-to-end renewal process with sales, support specialists, and credit teams to ensure timely 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 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.

Skills

Credit analysis

Financial statement review

Client communication

Attention to detail

Education

Bachelor's degree or equivalent

Job description

Associated Bank is seeking a Small Business Banking Portfolio Manager to support management and health of existing small business relationships through credit monitoring and renewal processes. You will collaborate with bankers, credit teams, and support specialists to deliver a strong client experience while upholding portfolio quality and risk standards.

The role requires a in-business sense for cash flow analysis, loan structuring, and compliance with credit policies, with opportunities to