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LeafLink

Banking Relationship Manager

УдалённоUnited States только
Опубликовано
Роль
Продажи
Опыт
Мидл
$60k–$65k/yr
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Доступно для: US only. Укажите, откуда вы работаете, чтобы проверить доступность.

Коротко по делу

Relationship/account manager with 2–5 years in commercial banking, financial services, account management, customer success, or B2B client services. Must handle cannabis industry clients in a highly regulated financial services environment and understand compliance requirements. CRM and business reporting tools experience required.

Ключевые навыки

CRM platformsRelationship ManagementCommercial Banking

Обязательные навыки

Business reporting tools

Чем предстоит заниматься

  • Serve as the primary relationship owner for a portfolio(100-200 clients) of licensed cannabis businesses, including cultivators, manufacturers, distributors, retailers, and ancillary operators.
  • Build and maintain long-term client relationships through regular communication, account reviews, and strategic consultations.
  • Act as a trusted advisor, 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 including Compliance, Operations, Product, and Sales to deliver a high-quality client experience.
  • Conduct periodic business reviews to assess client satisfaction, operational changes, and opportunities for growth.
  • Ensure client activities align with applicable cannabis banking regulations, Bank Secrecy Act (BSA) requirements, Anti-Money Laundering (AML) policies, Know Your Customer (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.
  • Monitor industry trends, market developments, and competitive activity within the cannabis and financial services sectors.
  • Participate in industry events, trade shows, and networking opportunities to strengthen client relationships and support business development efforts.

Что требуется

  • Bachelor's degree in Business, Finance, Banking, Communications, or 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.
  • Preferred: 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.

Преимущества

  • Flexible PTO - you’re going to be working hard so enjoy time off with no cap!
  • A robust stock option plan to give our employees a direct stake in LeafLink’s success
  • 5 Days of Volunteer Time Off (VTO) - giving back is important to us and we want our employees to prioritize cultivating a better community
  • Competitive compensation and 401k match
  • Comprehensive health coverage (medical, dental, vision)
  • Commuter Benefits through our Flexible Spending Account

LeafLink is the largest unified B2B cannabis platform, providing licensed cannabis businesses a suite of tools to manage their business more effectively, sell or order from their favorite brands and accelerate growth.

CannabisСтартап
$60k–$65k/yr