Banking Relationship Manager

Dama Financial by LeafLink is seeking a Relationship Manager to serve as the primary point of contact for cannabis industry clients fostering strong relationships while supporting their banking and financial service needs. This role acts as a trusted advisor to licensed cannabis operators helping clients navigate banking solutions maintain compliance requirements and maximize the value of Dama's products and services.

The ideal candidate combines exceptional client service skills with a strong understanding of regulated industries financial services and compliance requirements. This individual will play a critical role in client retention account growth and ensuring a seamless client experience throughout the customer lifecycle.

Key Responsibilities

Relationship & Account Management

• 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.

Compliance & Risk Management

• 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.

Business Development & Portfolio Growth

• 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.

Qualifications

Required

• 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.
• Knowledge of cannabis industry regulations and operational workflows.
• Familiarity with BSA/AML KYC Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) requirements.
• Understanding of cash-intensive business operations and risk management practices.
• Experience collaborating with compliance risk and operations teams.

• 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’s employee-centric culture has earned us a coveted spot on BuiltInNYC’s Best Places to Work for in 2021 list. Learn more about LeafLink’s history and the path to our First Billion in Wholesale Cannabis Orders here.

What We Do

LeafLink is the unified B2B cannabis platform empowering thousands of licensed cannabis brands and retailers across North America with the tools and technology they need to streamline ordering payments and logistics. Our leadership is continually building a community of employees who embrace change support one another and deliver excellence. The trust and respect we have for our customers is matched only by how we treat each other and we are focused on building an inclusive and collaborative work environment. We celebrate our accomplishments and navigate challenges as a team. LeafLink is growing rapidly and welcomes employees who are driven to go the extra mile thrive in ambiguity and are ready to write the next chapter of their careers together.

Why Work With Us

While many startups build technology to "disrupt" industries LeafLink is in the unique position to create industry-defining solutions for the cannabis industry. In an industry that is a startup itself we are poised to empower our clients with best-in-class technology so we can all grow together.

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