Small Business Banking Portfolio Manager

Associated Bank

. Manage the end-to-end renewal process by partnering with sales, support specialists, and credit teams .

Posted 10/22/2026full-timeGreen Bay • Wisconsin • United StatesJuniorMid-Level💰 $60,690 - $104,040 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing small business banking relationships, analyzing financial information, and ensuring compliance with credit policies and regulatory guidelines. Strong communication and collaboration skills are essential for effectively liaising with clients and internal teams.

Highest-signal resume keywords

Commercial Banking ExperienceFinancial AnalysisCredit ApprovalSmall Business BankingRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisLoan StructuringCredit PoliciesPortfolio ManagementRisk ManagementDocumentation ReviewCredit Decision SupportBanking Products KnowledgeAttention to DetailCustomer Relationship Management

Soft Skills

Communication SkillsCollaborationCustomer-Facing ExperienceAttention to Detail

Industry Keywords

Commercial BankingCorporate BankingSBA LendingFinancial ServicesBusiness StrategiesLocal-Market Presence

About the role

Key responsibilities & impact

Manage the end-to-end renewal process by partnering with sales, support specialists, and credit teams
Monitor and manage a portfolio of small business banking relationships
Analyze financial information and recommend appropriate loan structures
Ensure portfolio administration and risk management comply with credit policies, procedures, business strategies, and regulatory guidelines
Serve as a liaison among clients, Relationship Managers, credit partners, and internal business teams
Collect and review financial statements and other documentation
Communicate loan rates, terms, and renewal expectations with clients
Participate in community and business activities promoting a positive local-market presence

Requirements

What you’ll need

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
Experience working with small business banking clients and lending products preferred
Customer-facing experience in banking or financial services preferred
Experience collaborating across multiple business partners and departments preferred
Must directly represent yourself and your own experiences during the recruiting and hiring process
Thorough background check required for all new hires

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
Hybrid or on-site work arrangement