What are the responsibilities and job description for the Relationship Manager-IDB Tech position at IDB Bank?
Relationship Manager – IDBTech (Technology Banking)
Location: New York, NY
About IDB Bank & IDBTech
IDB Bank is a New York-based commercial bank with a long-standing focus on serving private and commercial clients, with a unique positioning connecting the U.S. and Israeli business communities.
IDBTech is the bank’s dedicated technology banking group, focused on supporting technology and startup companies across all stages of growth. The team works closely with both U.S. and Israeli-based clients, providing tailored financial solutions and building long-term relationships within the broader tech and venture ecosystem.
About The Role
IDB Bank is seeking a Relationship Manager to join IDBTech in New York. The team manages a diverse portfolio of technology and startup clients, supporting them across their day-to-day banking needs as well as more strategic financial activities.
This is a client-facing role focused on building long-term relationships and playing a meaningful role in clients’ growth journeys. The position combines ongoing ownership of client relationships with active engagement in the market, requiring both deep client involvement and the ability to develop new relationships within the broader technology ecosystem.
Key Responsibilities
IDBTech offers a unique opportunity to work closely with innovative companies operating across the U.S. and Israeli markets. You will play a central role in supporting clients as they grow, while helping expand a dynamic and evolving platform within IDB Bank.
Additional Information
The expected annual salary range of $120,000-$150,000. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
All your information will be kept confidential according to EEO guidelines.
The Bank Will Make Reasonable Accommodations To The Following Employees To Allow Them To Perform The Essential Functions Of Their Position, Except Where Doing So Would Result In Undue Hardship To The Bank
The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.
We are operating on a Hybrid schedule.
NO AGENCIES PLEASE.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
Location: New York, NY
About IDB Bank & IDBTech
IDB Bank is a New York-based commercial bank with a long-standing focus on serving private and commercial clients, with a unique positioning connecting the U.S. and Israeli business communities.
IDBTech is the bank’s dedicated technology banking group, focused on supporting technology and startup companies across all stages of growth. The team works closely with both U.S. and Israeli-based clients, providing tailored financial solutions and building long-term relationships within the broader tech and venture ecosystem.
About The Role
IDB Bank is seeking a Relationship Manager to join IDBTech in New York. The team manages a diverse portfolio of technology and startup clients, supporting them across their day-to-day banking needs as well as more strategic financial activities.
This is a client-facing role focused on building long-term relationships and playing a meaningful role in clients’ growth journeys. The position combines ongoing ownership of client relationships with active engagement in the market, requiring both deep client involvement and the ability to develop new relationships within the broader technology ecosystem.
Key Responsibilities
- Serve as the primary point of contact for a portfolio of technology and startup clients, building strong, trusted relationships over time
- Develop a deep understanding of clients’ businesses, financial position, and evolving needs, and proactively support them as they grow
- Take ownership of the overall client relationship, ensuring a high level of responsiveness, attention, and follow-through across all interactions
- Identify opportunities to deepen relationships and broaden engagement with clients as their needs evolve
- Actively build and manage a pipeline of prospective clients through outbound efforts, referrals, and ecosystem engagement
- Lead new relationships from early-stage conversations through onboarding, maintaining momentum and ownership throughout the process
- Build and maintain relationships with founders, CFOs, investors, and other key participants in the tech and venture ecosystem
- Partner closely with internal teams (credit, treasury, product, risk) to deliver thoughtful, well-structured solutions
- Contribute to credit-related processes as needed, bringing a strong understanding of the client context and commercial perspective
- Minimum of 4 years of relevant experience in banking, financial services, or a related field
- Strong financial foundation and comfort working with company financials
- Experience in relationship-driven roles requiring both client management and business development
- Familiarity with both the U.S. technology as well as the Israeli-related ecosystems
- Excellent communication and interpersonal skills
- Fluency in both English and Hebrew (spoken and written) is required
- Self-starter with a high level of ownership and ability to operate in a fast-paced environment
- Experience working with technology, startup, or venture-backed clients
- Familiarity with venture lending and/or exposure to structuring venture debt transactions
- Existing network within the tech and/or VC ecosystem (U.S. and/or Israel)
IDBTech offers a unique opportunity to work closely with innovative companies operating across the U.S. and Israeli markets. You will play a central role in supporting clients as they grow, while helping expand a dynamic and evolving platform within IDB Bank.
Additional Information
The expected annual salary range of $120,000-$150,000. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
All your information will be kept confidential according to EEO guidelines.
The Bank Will Make Reasonable Accommodations To The Following Employees To Allow Them To Perform The Essential Functions Of Their Position, Except Where Doing So Would Result In Undue Hardship To The Bank
- Those with a known mental or physical disability.
- Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
- Victims of domestic violence, sex offenses or stalking.
- Employees with religious observance and practice obligations.
The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.
We are operating on a Hybrid schedule.
NO AGENCIES PLEASE.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
Salary : $120,000 - $150,000