LeafLink
Cannabis
BankingRelationshipManager
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Banking Relationship Manager at LeafLink. Skills: Relationship management, Client retention, Account growth, Banking solutions. Serve as primary relationship owner. Build long-term client relationships”
What You'll Achieve.
Ensure seamless client experience; Maximize value of Dama's products; Maximize value of Dama's services; Contribute to portfolio growth objectives
Industry & Context.
Problem-solving
What They're Looking For.
Must Have
Bachelor's degree or equivalent experience, 2–5 years relationship management, 2–5 years commercial banking, 2–5 years financial services, 2–5 years account management, 2–5 years customer success, 2–5 years B2B client services, Client relationship skills, Problem-solving skills, Verbal communication abilities, Written communication abilities, Presentation communication abilities, Manage multiple client relationships, Experience using CRM platforms, Experience using business reporting tools
Nice to Have
Experience serving cannabis businesses, Experience in regulated industries, Experience in fintech, Experience in payments, Experience in commercial banking, Experience in treasury management, Experience in compliance-focused financial services, Knowledge of cannabis industry regulations, Knowledge of operational workflows, Familiarity with BSA/AML, Familiarity with KYC, Familiarity with Customer Due Diligence, Familiarity with Enhanced Due Diligence, Understanding of cash-intensive business operations, Understanding of risk management practices, Experience collaborating with compliance teams, Experience collaborating with risk teams, Experience collaborating with operations teams
What You'll Do.
Serve as primary relationship owner
Build long-term client relationships
Maintain long-term client relationships
Act as trusted advisor
Identify client needs
Recommend banking solutions
Recommend payment solutions
Manage client inquiries
Manage client escalations
Manage client service requests
Ensure timely resolution
Coordinate with internal teams
Deliver high-quality client experience
Conduct periodic business reviews
Assess client satisfaction
Assess operational changes
Identify opportunities for growth
Ensure client activities align with regulations
Maintain awareness of regulatory changes
Communicate regulatory changes to clients
Identify opportunities to deepen relationships
Expand adoption of Dama Financial products
Expand adoption of Dama Financial services
Support client retention initiatives
Contribute to portfolio growth objectives
Monitor industry trends
Monitor market developments
Monitor competitive activity
Participate in industry events
Participate in trade shows
Participate in networking opportunities
How You'll Work.
Team & Collaboration
Coordinate with internal teams; Coordinate with Compliance; Coordinate with Operations; Coordinate with Product; Coordinate with Sales
Communication Scope
Verbal communication; Written communication; Presentation skills
Full Job Description
About LeafLink 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. We are one platform, one solution and we’re defining the way thousands of cannabis brands, distributors, and retailers streamline their operations. With thousands of brands and retailers across 30+ markets in North America, we are setting the industry standard for how cannabis businesses grow together. LeafLink processes more than $5 billion in wholesale cannabis orders annually. Our team, backed by funding from leading VC's, including Founders Fund, Thrive Capital, Nosara Capital, and Lerer Hippeau is poised to define the cannabis supply chain through technology. LeafLink was named one of Inc. 5000’s ‘Top 5000 Fastest-Growing Private Companies’; one of Fast Company's 'Top 10 Most Innovative Companies in Enterprise for 2020', joining the ranks of Amazon, Slack, and VMWare; one of Built In NYC's 'Best Places to Work in 2021'; 2024 Fast Company’s Best WorkPlaces for Innovators for Banking, Finance, and Fintech category; 2024 Green Market Report Award for Best Fintech in cannabis - and we're just getting started! 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
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