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CRE Relationship Manager

Posted by: Tova

Posted date: Sep-28-2017

Location: New York, NY

The CRE Relationship Manager will support CRE client management, report management and deposit

portfolio growth.

This position will provide support to all CRE loan production departments, which will include but not

limited to: financial analysis, closing support, relationship management, cross-sell and growth of assigned

book of business in NJ and/or NY.

This individual will be responsible for greeting and directing customers to ensure prompt, efficient and

courteous service.

They will utilize advanced techniques to meet the financial needs of both the business and consumer

clients, while managing the Bank's cost of funds through a new account opening process that focuses on

relationship building.


Work with and entertain complicated high net worth personal, business, and CRE clients; Cross-sell bank

products and services through a consultative needs based selling approach; Create sales opportunities and

close business, from existing and perspective clients; Manage and grow assigned book of business;

Consistently achieve and exceed sales goals; Coordinate the opening of new CRE client accounts; Work

with loan officers, processors, underwriters, attorneys, brokers, and closers to facilitate loan origination,

closing and management; Attend loan closings to on-board new CRE clients; Coordinate business

services with Cash Management, Branches, Loan Servicing and Loan Officers;

Book of Business Management:

Manage a book of business of high net worth business and CRE clients with complex corporate structures

and complicated high level business banking needs.

Client Relationships:

Assist customers with questions and resolve issues relating to accounts and bank products; Work

independently to identify, explore and acquire potential new customers by prospecting and networking

with businesses and COI's; Formulate and execute strategies to generate new low cost

escrow/business/personal deposits; Develop and present relevant business proposals to acquire new

relationships with new customers and/or prospects.Provide exceptional costumer service, ensuring

continued customer satisfaction and retention of existing clients; Dedicates his/her financial knowledge

and banking expertise to the community by sitting on non-profit boards and participating in associations

within the business community;


Coach and teach branch employees to support business banking needs; Identify Branch Managers to

attend business banking events; Coach Branch Managers on managing business banking relationships at

the branch; and coach Branch Managers on networking with business banking clients;

CRE Maintenance and Reporting:

Maintain CRE files and provide reports to management on activity and leads; Create better informing

reports; Provide activity reports to management; Complete file maintenance as needed


· High School Diploma required

· 10+ years of related banking experience

· Successful Completion of Omega Lending for small business loans or equilvilant training

· Successful Completion of Omega Lending for CRE loans or equivilant training

· Extensive knowledge of Investors banking systems and franchise network

· Extensive knowledge of account opening procedures and documentation requirements

· Strong sales and communication skills

· High degree of attention to detail

· Proficiency with Microsoft Office suite (knowledge of Microsoft Access not required)

· Report to Short Hills, NJ: 75% travel is required throughout New Jersey. Some NYC

events/appointments as needed

· Bachelor's degree preferred or equivalent work experience.

All resumes to:


Investors Bank NY Commercial Lending

666 3rd Avenue, 27th Floor NY, NY 10017
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