Private Capital Solutions Relationship Manager

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SouthState Bank

Site WebLinkedInTous les Emplois

1001 - 5000 employés

🏦 Banque

💸 Finance

💳 Fintech

Banking • Finance • Fintech

SouthState Bank est une institution financière offrant une large gamme de produits et services bancaires. Elle propose des solutions de banque personnelle telles que des comptes chèques et d'épargne, des cartes de crédit, et des services bancaires en ligne et mobiles. La banque offre également des options de prêt comprenant des prêts personnels, des hypothèques et des lignes de crédit sur la valeur nette immobilière. De plus, SouthState Bank fournit des services d'investissement comme la planification financière et de retraite. Pour les entreprises, elle propose des services de banque d'affaires et commerciale, y compris des prêts, des lignes de crédit et la gestion des flux de trésorerie. Elle offre également des services de gestion de patrimoine pour les clients particuliers et corporatifs.

Description

• 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.

🎯 Exigences

• 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.

🏖️ Avantages

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