[Hiring] Private Capital Solutions Relationship Manager @SouthState Bank

Role Description

This position is responsible for supporting the new client development and relationship management activities for the Fund Finance group. Responsibilities include:

• Client portfolio management
• Sales support for new client opportunities
• Risk management and underwriting of new and existing client opportunities
• Cross-functional support for new client onboarding

Essential functions include:

• Support Fund Finance Banking team to grow deposits, loans, and fee income for Atlantic Capital Bank
• Develop strong working relationships with other members of the CFS team
• Meet or exceed annual budget
• Maximize portfolio profitability through appropriate pricing and cross-selling of the Bank’s products and services
• Work with risk management/credit administration/compliance partner(s) to develop new profitable Fund Finance Banking client relationships
• Complete financial analysis and the underwriting and closing of new Fund Finance Banking opportunities
• Complete new and existing client ACH limit/credit memos in support of new business initiatives
• Develop a strong referral/COI network and enhance ACB’s reputation in the marketplace
• Cross-sell Atlantic Capital’s treasury services products
• Monitor client’s financial, operational, and compliance status
• Review portfolio with portfolio management and credit administration team regularly
• Ensure client financial and compliance requirements are received and reviewed in a timely manner
• Support the bank’s strong relationship banking culture through ongoing customer contact, call reports, quality customer service, and superior product knowledge
• Support new client implementation requirements and coordinate with ACB Operations/Risk Management and Compliance teams as required
• Perform industry analysis and participate in relevant industry-related events
• Regularly communicate successes and challenges to direct Manager
• Develop and maintain strong relationships with decision makers at targeted companies and clients (CEO, CFO, VP Finance)
• Participate in client calls with Senior Fund Finance Banker and Treasury Services Officer
• Comply with all the Bank’s compliance requirements including Bank Secrecy Act, OFAC, and USA PATRIOT Act
• Fuel prosperity of clients in the PE/VC Industry in Atlanta and throughout the United States
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Qualifications

• Minimum Bachelor’s degree preferably in Finance, Business, Economics or other related field
• Formal bank credit training, risk management or equivalent experience is a plus
• Minimum two (2) years of commercial banking, financial services or PE/Venture fund experience
• Preferably in a portfolio management, treasury services, risk management, auditing or underwriting role
• Strong oral, written and interpersonal relationship management skills
• Sound credit/risk management judgment
• Proficiency with PC software including Microsoft Excel
• Excellent organizational skills
• Proven track record of working in a cross-functional environment
• Knowledge of financial and accounting concepts to evaluate financial models, client audits and credit/operational risks
• Knowledge in financial statement analysis and understanding of client cash flow cycle
• Strong organizational and leadership skills with proven ability to multi-task and meet deadlines
• Understanding of Operating and Financial Risk Management

Requirements

• Required annual compliance training
• New Employee Orientation

Physical Demands

• Must be able to effectively access and interpret information on computer screens, documents, and reports
• This position requires a large amount of time in front of a computer
• This can be done sitting or standing with use of the right desk

Work Environment

• This position is in a private office
• The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks
• Telecommuting roles must have a secure home office environment that is free from background noise and distractions
• Must have a reliable private internet connection that is not supplied by use of cellular data (hot spot)
• Cable or fiber connections are preferred
• Requirements are subject to change, as new systems and technology are delivered

Travel

• Travel is required for up to 40% of Annual Time

Equal Opportunity Employer, including disabled/veterans.