Full-Time

Relationship Manager

Not-for-Profit

Confirmed live in the last 24 hours

IDB bank

IDB bank

1,001-5,000 employees

Offers commercial, private banking, and wealth management

Fintech
Financial Services

Compensation Overview

$150k - $190kAnnually

+ Bonus

Mid, Senior

New York, NY, USA

Hybrid position requiring in-office presence.

Category
Customer Success Management
Sales & Account Management
Requirements
  • 4 – 7 minimum years of experience in managing commercial relationships
  • Ability in identifying client needs and providing appropriate
  • Good level of business acumen and commercial awareness
  • Excellent interpersonal skills, both externally and internally
  • Strong communication skills, written, verbal and presentation skills
Responsibilities
  • Grow existing relationships and win new relationships with clients that are in-line with the bank’s strategy.
  • Provide top client service in-line with the bank’s expected high standards.
  • Deepen relationships by understanding client needs and introducing appropriate products, services and segment partners.
  • Ensure timely and accurate completion of annual reviews in coordination with the Portfolio Managers.
  • Remain well informed on all client matters to minimize risk.
  • Maintain a consistent and successful calling program.
  • Maintain a strong deal pipeline for continued portfolio growth in line with both individual and team goals.
  • Achieve all individual goals and contribute to all team goals.
  • Structure relationships appropriately to minimize risk and maximize profitability.
  • Develop positive working relationships with all segments and individual bank partners.
  • Complete all required training timely.
  • Remain fully compliant on all client matters.
  • Conduct oneself as a true brand ambassador for the bank.
  • Utilize all systems as provided and deemed necessary for the business.
  • Coach, support, develop and motivate junior colleagues.

IDB Bank provides a variety of financial services, including commercial banking, private banking, and wealth management, aimed at both personal and business clients. The bank operates in the U.S. and internationally, offering customized financial solutions to meet the needs of high net worth individuals and businesses in sectors like healthcare and commercial real estate. IDB Bank emphasizes personalized service and utilizes its industry expertise to assist clients in growing and managing their wealth. It generates revenue through interest from loans, fees for banking services, and wealth management advisory fees. What sets IDB Bank apart from its competitors is its focus on tailored solutions and comprehensive financial services.

Company Stage

N/A

Total Funding

N/A

Headquarters

New York City, New York

Founded

1949

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for digital banking enhances IDB Bank's personalized online services.
  • Healthcare sector M&A surge offers advisory and financing opportunities for IDB Bank.
  • Cross-border banking demand allows IDB Bank to expand its international client base.

What critics are saying

  • Fintech competition threatens IDB Bank's market share in private banking.
  • Rising interest rates may reduce IDB Bank's interest income from loans.
  • Cybersecurity threats could compromise client data and trust in IDB Bank.

What makes IDB bank unique

  • IDB Bank offers tailored financial solutions for high net worth individuals and businesses.
  • The bank specializes in healthcare and commercial real estate banking services.
  • IDB Bank leverages deep industry expertise to provide personalized client service.

Help us improve and share your feedback! Did you find this helpful?