Relationship Manager Commercial Real Estate

Idbny•Aventura, FL

5d•Hybrid

About The Position

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.

Requirements

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