Relationship Manager Commercial Real Estate

IDB Bank; Town of Florida (NY); Hybrid; USD 135,000 - 160,000; Full time

Benefits offered by this job

Annual bonus

Health, dental, vision plans

Life and disability insurance

Retirement and savings plans

Generous PTO

Parental leave

Tuition reimbursement

Wellness program

Job summary

IDB Bank in New York is seeking a Relationship Manager (RM) to serve as the primary client relationship owner, delivering integrated banking solutions and proactively identifying opportunities across the client lifecycle.

You will coordinate product and coverage partners, own account plans, and lead cross-functional deal teams to ensure disciplined execution, growth, and client satisfaction in a hybrid work setting.

Qualifications

• Strong client relationship management and stewardship skills, with the ability to act as a trusted advisor.
• Proven account planning and opportunity identification capabilities with a bank-wide perspective
• End-to-end deal quarterbacking and execution leadership skills
• Ability to assess client needs and position integrated banking solutions
• Strong commercial judgment and risk awareness, balancing growth objectives with credit discipline
• Clear communication and collaboration skills to effectively coordinate internal and external stakeholders

Responsibilities

• Identify and pursue high-potential prospects aligned with the bank’s target segments and growth priorities
• Proactively originate new client relationships through warm leads, outbound efforts, referrals, and targeted market engagement
• Assume primary relationship ownership and accountability for the client experience across the relationship lifecycle
• Translate client strategy and operating needs into actionable banking solutions by coordinating product and coverage partners
• Develop and execute comprehensive client account plans with a forward-looking view of growth, renewals, and deepening opportunities
• Assess existing portfolios to identify cross-sell and deepening opportunities across loans, deposits, and treasury solutions
• Identify client lifecycle events (e.g., growth initiatives, acquisitions, refinancing needs) that may create new banking opportunities
• Lead all client-facing, non-administrative aspects of credit renewals and modifications, including deal structuring, pricing, and negotiation
• Quarterback internal deal teams to drive disciplined execution and timely delivery across approvals, documentation, and closing

Skills

Relationship Mgmt

Account planning

Deal leadership

Cross-sell strategy

Risk awareness

Stakeholder coordination

Communication skills

Job description

Relationship Manager (RM)

The Relationship Manager (RM) serves as the primary client relationship owner and the face of the bank for assigned clients. The role is responsible for growing and deepening client relationships by delivering integrated banking solutions, proactively identifying opportunities, and ensuring strong execution across the client lifecycle.

Key Responsibilities

• Identify and pursue high-potential prospects aligned with the bank’s target segments and growth priorities
• Proactively originate new client relationships through warm leads, outbound efforts, referrals, and targeted market engagement
• Assume primary relationship ownership and accountability for the client experience across the relationship lifecycle
• Translate client strategy and operating needs into actionable banking solutions by coordinating product and coverage partners
• Develop and execute comprehensive client account plans with a forward-looking view of growth, renewals, and deepening opportunities
• Assess existing portfolios to identify cross-sell and deepening opportunities across loans, deposits, and treasury solutions
• Identify client lifecycle events (e.g., growth initiatives, acquisitions, refinancing needs) that may create new banking opportunities
• Lead all client-facing, non-administrative aspects of credit renewals and modifications, including deal structuring, pricing, and negotiation
• Quarterback internal deal teams to drive disciplined execution and timely delivery across approvals, documentation, and closing

Qualifications Required

• Strong client relationship management and stewardship skills, with the ability to act as a trusted advisor
• Proven account planning and opportunity identification capabilities with a bank-wide perspective
• End-to-end deal quarterbacking and execution leadership skills
• Ability to assess client needs and position integrated banking solutions
• Strong commercial judgment and risk awareness, balancing growth objectives with credit discipline
• Clear communication and collaboration skills to effectively coordinate internal and external stakeholders

Compensation

The expected annual salary for this position is between $135,000 and $160,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.

Additional Information

The Bank Will Make Reasonable Accommodations To The Following Employees To Allow Them To Perform The Essential Functions Of Their Position, Except Where Doing So Would Result In Undue Hardship To The Bank

• Those with a known mental or physical disability.
• Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
• Victims of domestic violence, sex offenses or stalking.
• Employees with religious observance and practice obligations.

Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual’s accommodation needs; potential accommodations that may address the individual’s accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.

The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

All your information will be kept confidential according to EEO guidelines.

We are operating on a Hybrid schedule.

NO AGENCIES PLEASE.

IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

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