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

Under the direction of the Head of Private Capital Solutions (PCS), this position is responsible for supporting the new client development and relationship management activities for the PCS 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 Duties, Responsibilities & Accountabilities

• Support PCS Banking team to grow deposits, loans and fee income for SouthState 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 PCS Banking client relationships.
• Complete financial analysis and the underwriting and closing of new PCS Banking opportunities. 
• Complete new and existing client ACH limit / credit memos in support of new business initiatives.
• Work with PCS 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 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 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 PCS 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 private capital markets throughout the United States.

This position will require travel.

* Other duties as assigned.

Skills & Competencies

 Qualifications

Basic 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.
• Work 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.
• Skills and 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

Physical and Mental Demands:

To perform this job successfully, an individual must be able to perform each essential duty listed above satisfactorily.

The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Ability to speak, hear, see and sit; ability to multitask; ability to concentrate, think and learn.  The employee may occasionally need to lift and/or up to 15 pounds. 

Work Environment:

This position is in an office setting that involves everyday risks or discomforts that require normal safety precautions. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Compliance:  

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.

Disclaimer:

• This job description reflects management’s initial assignment of essential functions, it does not proscribe

or restrict the tasks, responsibilities or duties that may be assigned by management at any time.