RemoteLeaf Logo
Log in Sign up

Banking Relationship Manager

1 month, 3 weeks 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 5

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

Similar Roles

InterSystems

Sales Manager - Data Platforms

InterSystems 1K-5K Professional Services

InterSystems UK is hiring a Sales Manager to sell healthcare data platform solutions to new and existing NHS and private-sector customers across the West of England and Wales.

United Kingdom Full-time Senior Account Manager Sales Manager
16 hours, 31 minutes ago
SpotMe

Account Director (US - Remote)

SpotMe 51-250 Professional Services

SpotMe is hiring an Account Director to manage and grow a portfolio of enterprise life sciences customers by expanding CRM-connected event and webinar solutions across key accounts.

United States Full-time Senior Account Manager
CRM Salesforce
16 hours, 46 minutes ago
Paradigm

Sales Account Manager - LollyLaw

Paradigm 51-250 Internet Software & Services

LollyLaw, part of Paradigm, is hiring an entry-level Sales Account Manager to manage the full sales cycle for its legal practice software and support business development growth.

Anywhere Full-time Entry Level Account Manager Sales Representative
CRM
17 hours, 1 minute ago
PandaDoc

Account Manager, Commercial

PandaDoc 251-1K Internet Software & Services

PandaDoc is hiring a Commercial Account Manager to drive revenue growth and strengthen long-term relationships with mid-market commercial customers in a fast-paced, cross-functional environment.

United States Full-time Mid Level Account Manager
Up to $135k
CRM Salesforce
1 day, 16 hours ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers