Banking Relationship Manager

LeafLink; United States; Remote; USD 60,000 - 65,000; Full time

Benefits offered by this job

Flexible PTO

Stock option plan

5 Days of Volunteer Time Off (VTO)

Competitive compensation

401k match

Comprehensive health coverage

Commuter Benefits

Job summary

LeafLink, via Dama Financial, seeks a Banking Relationship Manager to serve as the primary point of contact for licensed cannabis operators, supporting their banking and financial service needs. You will act as a trusted advisor, navigate regulatory requirements, and drive client retention and portfolio growth.

Ideal candidates bring 2–5 years in financial services, strong relationship skills, and experience with CRM and reporting tools.

Qualifications

• Bachelor’s degree or equivalent professional experience in a related field.
• 2–5 years in relationship management, banking, financial services, 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 regulated environment.
• Experience using CRM platforms and business reporting tools.

Responsibilities

• Serve as the primary relationship owner for a portfolio (100-200 cannabis clients).
• Build and maintain long-term client relationships through regular communication and reviews.
• Act as a trusted advisor, recommending banking and payment solutions.
• Manage client inquiries, escalations, and service requests with timely resolution.
• Coordinate with Compliance, Operations, Product, and Sales to deliver a high-quality client experience.
• Conduct periodic business reviews to assess satisfaction and growth opportunities.
• Identify opportunities for growth and monitor churn risk to mitigate losses.

Skills

Client relationship

Problem solving

Communication

CRM platforms

Business reporting

Education

Bachelor’s degree in Business, Finance, Banking, Communications, or related field

Tools

CRM platforms

Business reporting tools

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 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.
• Identify opportunities for growth and expansion in your book of business while also monitoring churn risk and taking proactive measures to mitigate customer loss

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 other LeafLink 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.

LeafLink Perks & Benefits

• 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.

Base salary range

$60,000—$65,000 USD