CRE Relationship Manager (Deposit Officer)

IDB • New York, NY

193d • $130,000 - $165,000

About The Position

We are seeking a highly motivated Commercial Banking Relationship Manager/Deposit Officer to join our Commercial Real Estate (CRE) team in New York. This role is primarily responsible for deposit gathering, with a focus on attracting new commercial real estate clients while expanding deposit relationships with existing customers. The ideal candidate will have a strong background in commercial banking deposits, knowledge of real estate industry cash management needs, and a proven ability to develop tailored deposit solutions for clients.

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.
• Strong MS Suite experience (Word, Excel, PowerPoint, Outlook); Cloud-based collaboration and document sharing.
• Experience with Salesforce or similar CRM alternatives for managing client relationships.
• Strong project management skills & deal pipeline management.
• Strong presentation skills – Senior Management presentation experience is a plus.

Nice To Haves

• Experience with tools such as Zoom for virtual client meetings, DocuSign, etc.
• Cybersecurity & Compliance Awareness such as recognition of phishing and fraud risks in financial transactions.
• 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.

Benefits

• Eligibility for incentive compensation.
• 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.
• Tuition reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree