- 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.
ComplianceAccount ManagementRelationship management+2 more