Portfolio Manager – VP, Corporate Banking

Associated Bank

. Support the growth and management of Corporate Banking relationships through underwriting, credit analysis, portfolio management, and client engagement .

Posted 10/9/2026full-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 Corporate Banking relationship management, including credit analysis, portfolio management, and compliance with regulatory guidelines. Proven ability to analyze financial statements and recommend credit structures while supporting client engagement and retention.

Highest-signal resume keywords

Corporate Banking ExperienceCredit AnalysisPortfolio ManagementFinancial Statement AnalysisChartered Financial Analyst (CFA)

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

UnderwritingCredit ApprovalRisk ManagementLoan StructuringDue DiligenceClient EngagementRegulatory ComplianceSales DevelopmentCredit TrainingFinancial Analysis

Soft Skills

Relationship ManagementCommunicationProblem SolvingTeam CollaborationClient Retention

Certifications & Qualifications

Chartered Financial Analyst (CFA)

Industry Keywords

Corporate BankingCommercial BankingCommercial Real Estate BankingBank Secrecy ActTreasury ManagementWealth ManagementCapital MarketsCredit PolicyBusiness StrategyPortfolio Performance

About the role

Key responsibilities & impact

Support the growth and management of Corporate Banking relationships through underwriting, credit analysis, portfolio management, and client engagement
Manage a portfolio of Corporate Banking relationships in compliance with credit policy, business strategy, and regulatory guidelines
Analyze financial statements, evaluate loan requests, and recommend 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 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

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
Ability to directly represent yourself and your own experiences during the recruiting and hiring process
Successful completion of a thorough background check for new hires
Compliance with applicable enterprise policies, procedures, laws, and regulations, including the Bank Secrecy Act
Reporting suspicious activity, customer complaints, procedural violations, and ethical concerns as required

Benefits

Comp & perks

Retirement savings including both 401(k) and Pension plans
Paid time off to volunteer in your community
Opportunities to connect with others through 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