Private Capital Solutions Relationship Manager

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

SUMMARY/OBJECTIVES

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 and cross-functional support for new client onboarding.  

ESSENTIAL FUNCTIONS

• Support Fund Finance Banking team to grow deposits, loans and fee income for Atlantic Capital Bank.  Develop strong working relationship with other members of the CFS team to support new and existing client relationships.

• 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.

• Work with Fund Finance team members to develop a strong referral / COI network and enhance ACB’s reputation in the marketplace.

• Work with Treasury Services Officer to cross-sell Atlantic Capital’s treasury services products.

• Portfolio management responsibility to monitor client’s financial, operational and compliance status.  Review portfolio with portfolio management and credit administration team on a regular basis.  Ensure client financial and compliance requirements are received and reviewed in a timely manner.

• Support the bank’s strong relationship banking culture through on-going 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 & efficiently communicate successes and challenges to direct Manager.

• Ability to 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.

COMPETENCIES

All employees, officers and directors are to comply with banking and other applicable regulations, bank policies and procedures as well as completing all assigned Compliance and BSA training tailored to their job Description or position.

Qualifications, Education, and Certification Requirements

• Education: 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.

• Experience: 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.

• Certifications/Specific Knowledge: 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

TRAINING REQUIREMENTS/CLASSES

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 no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also 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 is delivered.

TRAVEL

Travel is required for up to 40% of Annual Time

Equal Opportunity Employer, including disabled/veterans.