Banking Relationship Manager

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🕒 Yesterday

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LeafLink

201 - 500 employees

Founded 2016

🛍️ eCommerce

🏪 Marketplace

🤝 B2B

💰 $100M Series D on 2023-02

eCommerce • Marketplace • B2B

LeafLink is a leading technology platform that connects cannabis businesses for modern, wholesale e-commerce. LeafLink facilitates streamlined commerce by providing a platform for brands to increase exposure, process orders from buyers, and access analytics. For retailers, it offers the ability to discover new products and order all brands in one online cart for free. LeafLink's ecosystem includes marketplace solutions, payments, logistics, advertising, and insights to optimize workflows for both brands and retailers. Catering specifically to licensed, wholesale cannabis operators, LeafLink simplifies processes such as payment tracking and order management, leveraging integrations with top ERP and CRM systems. Operating in over 30 markets primarily in the United States, LeafLink stands as a central hub for wholesale cannabis transactions.

📋 Description

• 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

• 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

• 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

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