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CRE Relationship Manager – Deposit Officer
| Company | IDB bank |
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| Location | New York, NY, USA |
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| Salary | $130000 – $165000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- Bachelor’s degree in Business, Finance, Economics, or a related field.
- 5+ years of experience in commercial banking, with a focus on deposit gathering and cash management.
- Strong knowledge of treasury management, liquidity solutions, and commercial real estate banking.
- Proven ability to attract and retain deposit relationships through strategic sales efforts; Networking and client outreach.
- Excellent negotiation, communication, and business development skills.
- Ability to work independently and collaboratively in a fast-paced, results-driven environment.
- Office Productivity & Documentation: strong MS Suite experience (Word, Excel, PowerPoint, Outlook,); Cloud-based collaboration and document sharing.
- Experience with Salesforce is a big plus, or similar CRM alternatives for managing client relationships.
- Additional tools such as Zoom, or related for virtual client meetings, DocuSign, etc.
- Cybersecurity & Compliance Awareness such as recognition of phishing and fraud risks in financial transactions.
- Strong project management skills & deal pipeline management.
- Strong presentation skills – Senior Management presentation experience is a plus.
- Excellent communication and collaboration skills, capable of working effectively with cross-functional teams.
Responsibilities
- Develop and execute strategies to attract and grow commercial real estate deposit relationships.
- Proactively identify new CRE clients and convert prospects into long-term depositors.
- Leverage networking, industry events, and client referrals to expand the bank’s deposit portfolio.
- Partner with internal teams to structure competitive deposit solutions tailored to CRE clients’ needs.
- Work closely with existing clients to optimize their deposit strategies and deepen relationships.
- Conduct regular client reviews to assess deposit needs and offer customized cash management solutions.
- Serve as a trusted advisor for CRE firms, property managers, and investors regarding liquidity and cash flow management.
- Stay informed about market trends, interest rate changes, and competitive deposit products to refine sales strategies.
- Provide insights on best practices for maximizing returns on deposits and enhancing liquidity management.
- Collaborate with internal partners to develop targeted marketing campaigns for deposit acquisition.
- Ensure all deposit-related activities comply with bank policies, regulatory requirements, and risk management guidelines.
- Monitor deposit accounts for anomalies and work with internal teams to mitigate potential risks.
- Maintain thorough documentation and reporting on deposit acquisition and retention efforts.
Preferred Qualifications
- Experience with Salesforce is a big plus, or similar CRM alternatives for managing client relationships.
- Additional tools such as Zoom, or related for virtual client meetings, DocuSign, etc.
