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Banking Relationship Manager
LeafLinkBanking Relationship Manager serving cannabis industry clients at LeafLink. Fostering relationships while supporting banking and financial service needs in a regulated environment.
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- 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.
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
relationship managementcommercial bankingfinancial servicesaccount managementcustomer successB2B client servicesproblem-solvingbusiness reporting
Soft Skills
client relationship skillscommunicationpresentation skillsability to manage multiple relationshipsstrategic consultation
Certifications
Bachelor's degree in BusinessBachelor's degree in FinanceBachelor's degree in BankingBachelor's degree in Communications