Banking Relationship Manager
New
L
LeafLinkFintech Cannabis
RemoteFull-TimeMiddle
Salary60,000 - 65,000 USD per year
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Job Details
- Experience
- 2–5 years
- Required Skills
- ComplianceAccount ManagementRelationship managementRisk ManagementCRM
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.
Responsibilities
- 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.
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