Private Capital Solutions Relationship Manager

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.

• Support Fund Finance Banking team to grow deposits, loans and fee income for South State Bank. Develop strong working relationships 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 SSB's reputation in the marketplace.
• Work with Treasury Services Officer to cross‑sell South State'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 SSB 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 growth of clients in the PE/VC Industry in the footprint and throughout the United States.

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

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.

• 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.

Required annual compliance training, New Employee Orientation.

Must be able to effectively access and interpret information on computer screens, documents,…