Senior Relationship Manager Commercial Real Estate

IDBNY; New York (NY); Hybrid; USD 136,000 - 220,000; Full time

Job summary

IDB NY seeks a Relationship Manager to own client relationships and deliver integrated banking solutions. You will drive growth, coordinate product partners, and manage the client lifecycle from onboarding to renewal.

Ideal candidates will demonstrate strong relationship management, strategic planning, and execution skills in a Hybrid work environment in New York City.

Qualifications

• Strong client relationship management and stewardship skills.
• Proven account planning and opportunity identification capabilities.
• End-to-end deal quarterbacking and execution leadership.
• Ability to assess client needs and position integrated banking solutions.
• Strong commercial judgment and risk awareness balancing growth with credit discipline.
• Clear communication and collaboration with internal/external stakeholders.

Responsibilities

• Identify and pursue high-potential prospects aligned with growth priorities.
• Originate new client relationships through warm leads and referrals.
• Own the client experience across the relationship lifecycle.
• Translate client needs into banking solutions with product partners.
• Develop client account plans focusing on growth, renewals, and deepening opportunities.
• Assess portfolios to identify cross-sell opportunities across loans, deposits, and treasury.
• Identify events creating new banking opportunities in the client lifecycle.
• Lead credit renewals/modifications including deal structuring and pricing.
• Coordinate internal deal teams to ensure timely approvals and closing.

Skills

Relationship management

Account planning

Deal execution

Cross-functional coordination

Credit risk awareness

Communication

Job description

1114 Avenue of the Americas, NYC, NY, 10036

Role Summary

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 $160,000 and $220,000 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.
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.