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Banking Relationship Manager

7 hours, 9 minutes ago
North America
Full-time
Mid Level
Account Manager
Sales and Business Development
CRM
Apply Now
LeafLink

LeafLink

LeafLink partners with growing cannabis brands to simplify how retailers order the products they love online. The leading unified wholesale cannabis platform, LeafLink connects buyers and sellers for modern e-commerce, offering a one-stop shop for whol...

Pharmaceuticals
251-1K
Founded 2016
$479M raised
View All Jobs 2

Description

  • Serve as the primary relationship owner for a portfolio of 100-200 licensed cannabis business clients.
  • Build and maintain long-term client relationships through regular communication, account reviews, and strategic consultations.
  • Act as a trusted advisor by identifying client needs and recommending appropriate banking and payment solutions.
  • Manage client inquiries, escalations, and service requests while ensuring timely resolution.
  • Coordinate with internal teams across Compliance, Operations, Product, and Sales to deliver a high-quality client experience.
  • Conduct periodic business reviews to assess satisfaction, operational changes, and growth opportunities.
  • Ensure client activities align with cannabis banking regulations, BSA requirements, AML policies, KYC standards, and state cannabis regulations.
  • Maintain awareness of evolving cannabis regulatory requirements and communicate relevant changes to clients.
  • Identify opportunities to deepen client relationships and expand adoption of Dama Financial products and services.
  • Support client retention initiatives and contribute to portfolio growth objectives.

Requirements

  • Bachelor's degree in Business, Finance, Banking, Communications, or a related field, or equivalent professional experience.
  • 2–5 years of experience in relationship management, commercial banking, financial services, account management, customer success, or B2B client services.
  • Strong client relationship and problem-solving skills.
  • Excellent verbal, written, and presentation communication abilities.
  • Ability to manage multiple client relationships in a fast-paced, highly regulated environment.
  • Experience using CRM platforms and business reporting tools.
  • Experience serving cannabis businesses, regulated industries, fintech, payments, commercial banking, treasury management, or compliance-focused financial services preferred.
  • Knowledge of cannabis industry regulations and operational workflows preferred.
  • Familiarity with BSA/AML, KYC, Customer Due Diligence (CDD), and Enhanced Due Diligence (EDD) requirements preferred.
  • Understanding of cash-intensive business operations and risk management practices preferred.
  • Experience collaborating with compliance, risk, and operations teams preferred.

Benefits

  • Flexible PTO with no cap.
  • Robust stock option plan.
  • 5 days of Volunteer Time Off (VTO).
  • Competitive compensation.
  • 401(k) match.
  • Comprehensive health coverage, including medical, dental, and vision.
  • Commuter benefits through a Flexible Spending Account.
  • Base salary range of $60,000 to $65,000 USD.

Interested in this position?

Apply directly on the company website

Apply Now

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