LeafLink - Banking Relationship Manager
Requirements
• 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.
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.
Benefits
• Flexible PTO - you’re going to be working hard so enjoy time off with no cap! • Flexible PTO • A robust stock option plan to give our employees a direct stake in LeafLink’s success • stock option plan • 5 Days of Volunteer Time Off (VTO) - giving back is important to us and we want our employees to prioritize cultivating a better community • 5 Days of Volunteer Time Off (VTO) • Competitive compensation and 401k match • 401k match • Comprehensive health coverage (medical, dental, vision) • health • coverage • 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. • $60,000—$65,000 USD
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