Private Capital Solutions Relationship Manager

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SouthState Bank

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1001 - 5000 Mitarbeiter

🏦 Bankwesen

💸 Finanzen

💳 Fintech

Banking • Finance • Fintech

SouthState Bank ist ein Finanzinstitut, das eine breite Palette von Bankprodukten und -dienstleistungen anbietet. Es bietet persönliche Banklösungen wie Giro- und Sparkonten, Kreditkarten sowie Online- und Mobile-Banking. Die Bank bietet auch Finanzierungsmöglichkeiten, einschließlich persönlicher Darlehen, Hypotheken und Kreditlinien auf Immobilien. Darüber hinaus bietet SouthState Bank Investitionsdienstleistungen wie Finanz- und Altersvorsorgeplanung. Für Unternehmen bietet sie Bankdienstleistungen für kleine Unternehmen und Geschäftskunden an, einschließlich Darlehen, Kreditlinien und Liquiditätsmanagement. Sie bieten zudem Vermögensverwaltungsdienste für private und Firmenkunden.

Beschreibung

• 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.

🎯 Anforderungen

• Minimum Bachelor’s degree preferably in Finance, Business, Economics or other related field. • 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.

🏖️ Vorteile

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.