Private Capital Solutions Relationship Manager

Role Overview

• 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.

Requirements

• 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.

Benefits

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