Banking Relationship Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the main point of contact for a portfolio consisting of 100–200 licensed cannabis enterprises.

• Foster and sustain long-term client connections through consistent communication, account evaluations, and strategic consultations.

• Assess client needs and propose suitable banking and payment solutions.

• Oversee client inquiries, escalations, and service requests, ensuring prompt resolution.

• Collaborate with Compliance, Operations, Product, and Sales teams to provide a premium client experience.

• Conduct regular business assessments to evaluate client satisfaction, operational shifts, and growth prospects.

• Recognize growth and expansion possibilities while monitoring churn risk and reducing customer attrition.

• Ensure client activities comply with cannabis banking regulations, BSA requirements, AML policies, KYC standards, and state cannabis laws.

• Stay informed about changing cannabis regulatory frameworks and relay pertinent updates to clients.

• Strengthen client relationships and promote the use of Dama Financial products and LeafLink services.

• Assist in client retention strategies and portfolio growth goals.

• Keep track of industry trends, market changes, and competitive actions.

• Engage in industry events, trade shows, and networking activities.

⛳️ Requirements

• Bachelor’s degree in Business, Finance, Banking, Communications, or a related discipline, 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 skills in client relationship management and problem resolution.

• Exceptional verbal, written, and presentation communication skills.

• Capability to manage multiple client relationships within a fast-paced, highly regulated setting.

• Proficiency in using CRM platforms and business reporting tools.

• Preferred: Experience working with cannabis businesses, regulated sectors, fintech, payments, commercial banking, treasury management, or compliance-oriented financial services.

• Preferred: Understanding of cannabis industry regulations and operational processes.

• Preferred: Familiarity with BSA/AML, KYC, CDD, and EDD standards.

• Preferred: Comprehension of cash-intensive business operations and risk management strategies.

• Preferred: Experience collaborating with compliance, risk, and operations teams.

🏝️ Benefits

• Unlimited flexible PTO.

• Stock option plan.

• 5 days of Volunteer Time Off (VTO).

• Competitive salary.

• 401k matching.

• Extensive health coverage (medical, dental, vision).

• Commuter benefits via a Flexible Spending Account.