Banking Relationship Manager

Added
8 minutes ago
Type
Full time
Salary
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Related skills

financial services relationship management kyc aml bsa

📋 Description

  • Serve as the primary relationship owner for a portfolio (100-200 clients) of licensed cannabis
  • Build and maintain long-term client relationships through regular communication, account reviews
  • Act as a trusted advisor, identifying client needs and recommending appropriate banking and payment
  • Manage client inquiries, escalations, and service requests while ensuring timely resolution.
  • Coordinate with internal teams including Compliance, Operations, Product, and Sales to deliver a
  • Conduct periodic business reviews to assess client satisfaction, operational changes, and

🎯 Requirements

  • Bachelor's degree in Business, Finance, Banking, Communications, or related field, or equivalent
  • 2–5 years of experience in relationship management, commercial banking, financial services, account
  • 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
  • Competitive compensation and 401k match
  • Comprehensive health coverage (medical, dental, vision)
  • Commuter Benefits through our Flexible Spending Account
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