Senior Banking Relationship Manager

LeafLink

WorldwideFully remoteFull TimeSeniorFinance & Banking
USD 70,000–100,000 a yearPosted 3h ago

Why we think you can apply

Hiring model
Open worldwide · the employer states no country restriction
Work from
Anywhere, the UAE included

Posted 3 hours ago · apply link checked 2 hours ago

About the role

Responsibilities

  • Serve as senior relationship owner for a portfolio of 100 to 200 licensed cannabis businesses
  • Act as solutions consultant and trusted advisor, recommending banking, payment and platform solutions
  • Own client inquiries, escalations and service requests through to resolution
  • Monitor account health and churn risk, and drive retention, adoption and cross-sell
  • Ensure client activity aligns with BSA, AML, KYC and state cannabis regulations
  • Serve as internal voice of the client, shaping product roadmap with Product and Marketing
  • Travel up to 20% of the time to visit key accounts on site

Requirements

  • 5+ years in relationship management, commercial banking, treasury or financial services
  • 3+ years in a consultative, client-facing role in financial services, fintech or B2B SaaS
  • Working knowledge of BSA/AML, KYC, CDD and EDD requirements
  • Track record of retaining and growing accounts and meeting targets
  • Proficiency in Salesforce or similar CRM and business reporting tools
  • Excellent verbal, written and presentation skills

Preferred Qualifications

  • Bachelor's degree in Business, Finance, Banking or related field, or equivalent experience
  • Experience serving cannabis or other regulated, cash-intensive industries
  • Experience with Salesloft, Sigma or other advanced analytics tools

Benefits

  • Flexible PTO with no cap
  • Stock option plan
  • 5 days of Volunteer Time Off
  • Competitive compensation and 401k
  • Comprehensive health coverage (medical, dental, vision)
  • Commuter benefits through a Flexible Spending Account

About the Company

  • LeafLink is the largest unified B2B cannabis platform, processing more than $5 billion in wholesale orders annually.

What we look for

  • 5+ years in relationship management, commercial banking, treasury or financial services
  • 3+ years in a consultative, client-facing role in financial services, fintech or B2B SaaS
  • Working knowledge of BSA/AML, KYC, CDD and EDD requirements
  • Track record of retaining and growing accounts and meeting targets
  • Proficiency in Salesforce or similar CRM and business reporting tools
  • Excellent verbal, written and presentation skills
  • Bachelor's degree in Business, Finance, Banking or related field, or equivalent experience
  • Experience serving cannabis or other regulated, cash-intensive industries
  • Experience with Salesloft, Sigma or other advanced analytics tools
KYCSalesforceRelationship ManagementHubspotCustomer SuccessComplianceBankingAMLReportingSigma
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