Portfolio Manager – VP, Commercial Banking

Associated Bank

. Manage a portfolio of Corporate Banking relationships while ensuring compliance with credit policy, business strategy, and regulatory guidelines .

Posted 10/10/2026full-timeDallas • Texas • United StatesLead💰 $88,060 - $150,960 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing Corporate Banking relationships, analyzing financial statements, and recommending credit solutions while ensuring compliance with regulatory guidelines. Proven ability to identify growth opportunities and manage risk within a portfolio.

Highest-signal resume keywords

Corporate Banking ExperienceCredit AnalysisRisk ManagementClient Relationship ManagementChartered Financial Analyst (CFA)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Statement AnalysisCredit StructuringLoan Approval ProcessDue DiligencePortfolio Performance MonitoringCredit RecommendationsRegulatory ComplianceBusiness DevelopmentSales ExperienceCredit Training

Soft Skills

CommunicationProblem-SolvingInterpersonal SkillsEthical JudgmentClient Retention

Certifications & Qualifications

Chartered Financial Analyst (CFA)

Industry Keywords

Corporate BankingCommercial BankingCredit ApprovalBank Secrecy ActTreasury ManagementWealth ManagementCapital MarketsFinancial IntelligenceEthics HotlineRegulatory Guidelines

About the role

Key responsibilities & impact

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
Report suspicious activity to Financial Intelligence
Report customer complaints and procedure violations to management or HR
Report ethical concerns to Associated Bank's anonymous Ethics Hotline

Requirements

What you’ll need

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
Preferred: 2+ years of formal credit training
Chartered Financial Analyst (CFA) designation preferred
Must directly represent yourself and your own experiences during the recruiting and hiring process
Must successfully complete a thorough background check
Must comply with applicable enterprise policies, laws, regulations, and Bank Secrecy Act requirements

Benefits

Comp & perks

Retirement savings including both 401(k) and Pension plans
Paid time off to volunteer in your community
Diversity-focused Colleague Resource Groups
Competitive salaries
Professional development and advancement opportunities
Well-being programs and incentives
Parental leave
Employee stock purchase plan
Military benefits
Personal banking, loan, investment and insurance benefits
Learning opportunities
Internal mobility
Mentorship
Career development