Portfolio Manager VP

2 days ago


Chicago, Illinois, United States Associated Banc-Corp Full time
Job Title: Portfolio Manager VP

At Associated Bank, we're committed to creating a diverse and inclusive work environment where our colleagues can thrive. If you're passionate about portfolio management and want to grow your career, we invite you to explore this exciting opportunity.

About the Role:

We're seeking a highly skilled Portfolio Manager VP to join our team. As a key member of our commercial banking team, you'll be responsible for underwriting, credit monitoring, and portfolio management of specialized banking relationships. Your primary focus will be on achieving efficiencies and quality of the process and product, retention and expansion of existing client relationships, growth of total client assets, and net growth in relationships.

Key Responsibilities:
  • Analyze financial data to determine the merits of loan requests and recommend structure.
  • Collect financial statements and identify cross-selling/referring opportunities of other deposit services.
  • Maintain and build loans and deposits, fee income, and referrals of business.
  • Ensure portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure, and business strategy, as well as regulatory guidelines.
  • Partner with the Relationship Manager as the point of contact for the client, acting as a liaison to the Credit Department, Commercial support staff, and other internal business partners.
  • Train and develop more junior portfolio managers.
Requirements:
  • Bachelor's Degree in Business, Finance, or Accounting, or equivalent related experience.
  • 4-7 years of Commercial/Corporate/Commercial Real Estate/Specialized Banking and/or Credit Approval Experience.
  • 4-7 years of extensive experience handling complex credits.
  • 2-4 years of sales experience (preferred).
  • 2-4 years of formal credit training (preferred).
  • CFA-Charted Financial Analyst (preferred).
  • Must have access to reliable transportation and the ability to lawfully drive self, if applicable.
What We Offer:
  • Competitive salaries with professional development and advancement opportunities.
  • 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.
  • Personal banking, loan, investment, and insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, and Minnesota, and we consider our colleagues critical to our continued success. We're committed to creating a work environment where our colleagues can grow and develop their careers. If you're passionate about portfolio management and want to join a dynamic team, we invite you to explore this exciting opportunity.


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