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Portfolio Manager I-Corporate Banking - Milwaukee - Milwaukee, WI #7216815

Company: Associated Bank

Date: 01/15/2020

Category: Telecommunications Services

City: Milwaukee, WI

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: or call: (800) 878-3282.

Job Summary

Responsible for underwriting, credit monitoring and portfolio management of Commercial/Corporate/SFSG Banking relationships to achieve efficiencies and quality of the process and product, retention and expansion of existing client relationship, growth of total client assets and net growth in relationships. Primary performance responsibilities include analyzing financial data to determine the merits of loan requests (including adherence to loan policy), appropriately incorporating credit structures, collecting financial statements, as well as identifying cross selling/referring opportunities of other deposits services. As a Portfolio Manager, this position will maintain and build loans and deposits, fee income and referrals of business where applicable.

Compliance Statement

Responsible for expanding and deepening customer relationships by identifying customers’ needs comprehensively and matching their needs with selections and resources within the colleague’s assigned business line and across all business lines of Associated Bank.

As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and ensure that the customer’s best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time.

Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesn’t meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associated’s anonymous Ethics Hotline.

Key Result Areas

  1. Portfolio Management

  2. Risk Management

  3. Asset Quality

  4. Relationship Banking

  5. Fee Income Growth

  6. Loan growth

  7. Delivering Service Consistent with Brand, Vision and Talent Philosophy

  8. Referral Generation

  9. Customer Service

  10. Time Management

  11. Collaboration

  12. Community Involvement

  13. Analysis

  14. Credit underwriting

  15. Logical Thinking

  16. Other Demand Deposit Growth

  17. Other Commercial Deposit Growth

  18. Other Retention

Job Accountabilities

  1. Ensure the 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.

  2. As appropriate to experience, co-manage relationships by analyzing financial data to determine the merits of specific loan requests, and recommend structure as well as aggressively managing the client relationship.

  3. Responsible for credit risk and quality of the portfolio.

  4. Assist with due diligence/analysis with new client relationships, opportunity memos as appropriate.

  5. Partner with the Relationship Manager as the point of a contact for the client; acting as a liaison to the Credit Department, the support staff and other internal business partners.

  6. Monitor loan repayment activities and financial condition of borrowing clients and take necessary action to collect past due accounts and ongoing repayment ability of all other accounts. May assume overall responsibility for the credit quality of the loan portfolio.

  7. May make presentations on specific loans and participate in the bank’s Loan Approval Process, recommending approval and appropriate structure of credits.

  8. Manage the renewal process by working with the Relationship Manager the client and the credit department.

  9. May serve as a contact manager for non-borrowing accounts and loan clients for matters relating to other banking services.

  10. Responsible for identifying cross sales opportunities of all bank products including Treasury Management, International Banking, Private Banking, Private Client and Institutional Services, Employee Benefit Services, and AFG, Capital markets to our existing client base as well as prospects.

  11. Participates in community and business functions/groups to ensure a positive image for the bank within the region’s marketplace.

  12. May participate with ad hoc special projects for the team or region as needed.


  1. Bachelor's Degree Business, Finance or Accounting or other related discipline, or equivalent related experience, Required

  2. Master's Degree Business, Finance or Accounting or other related discipline or equivalent related experience, Preferred


  1. Less than 2 years Commercial/Corporate or Specialized Banking and/or Credit Approval Experience, Required

  2. Less than 2 years Extensive experience handling complex credits, Preferred

  3. Less than 2 years Sales experience, Preferred

  4. Less than 2 years Formal Credit Training, Preferred


  1. Other: Excellent verbal, written and interpersonal skills, Intermediate

  2. Other: Strong knowledge of non-borrowing products, Beginner

  3. Other: Superior credit, risk management and negotiation skills, Beginner

  4. Other: Excellent analytical and financial analysis skills, Intermediate

  5. Other: Capable of making quick, on-the-spot computations with Financial Calculator., Intermediate

  6. Other: Strong customer service orientation, Advanced

  7. Other: Strong marketing and presentation skills, Beginner

  8. Other: Understand macro and micro economic issues as they apply to business, Beginner

  9. Other: Thorough understanding of risks (market, rate, leverage, etc.) as it applies to the lending process, Beginner

  10. Other: Strong knowledge of loan agreements, assumptions, accounting, loan structuring, and collateral procedures, Beginner

  11. Other: Strong knowledge of lending policies and procedures, Beginner

  12. Other: Computer literate in Microsoft Office products and the ability to quickly learn new software/systems, Advanced

  13. Other: Collaborative and highly coachable, Intermediate

Licenses and Certifications

  1. CFA-Charted Financial Analysis by start date, Preferred

  2. Must have access to reliable transportation and the ability to lawfully drive self, if applicable. by start date, Required

  3. ,

General Physical Condition

  1. No unusual physical effort, strain, or discomfort

Job: *Corporate Banking

Title: Portfolio Manager I-Corporate Banking - Milwaukee

Location: Wisconsin-Milwaukee

Requisition ID: 2010076

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