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Associated Bank · 6 days ago

Portfolio Manager SVP - Commercial Banking

Greater Milwaukee

Full-time

Onsite

Senior Level, Lead/Staff

$124K/yr - $213K/yr

8+ years exp

Associated Bank is committed to fostering an inclusive culture that values diverse perspectives. As a Portfolio Manager SVP, you will manage and grow a portfolio of client relationships, partnering with Relationship Managers to deliver financial solutions and assess credit risk, while ensuring compliance with credit policies and regulatory standards.

BankingFinancial ServicesWealth Management

Responsibilities

Manage a portfolio of commercial or corporate clients to ensure compliance with credit policies and regulatory standards

Analyze financial statements and loan requests to recommend deal structures and credit decisions

Partner with Relationship Managers as a client-facing resource to deliver exceptional service and financial guidance

Support due diligence efforts and prepare opportunity memos for new and existing client relationships

Monitor loan repayment activity and proactively address delinquencies or risk concerns

Present loan recommendations during the credit approval process and advise on credit structuring

Identify opportunities for cross-selling banking services across Treasury, Wealth, Risk, and Capital Markets teams

Engage in local community and business activities to promote the bank’s presence and strengthen client relationships

Qualification

Commercial banking experienceCredit analysisFinancial statement analysisSales experienceBusiness developmentClient relationship managementTeam collaborationCommunication skills