Banking Relationship Manager
Serve as primary relationship owner for 100-200 cannabis industry clients, managing banking needs, compliance requirements, and portfolio growth in a regulated financial services environment.
About the job
Key Responsibilities
Relationship & Account Management
- 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.
Compliance & Risk Management
- Ensure client activities align with applicable cannabis banking regulations, Bank Secrecy Act (BSA) requirements, Anti-Money Laundering (AML) policies, Know Your Customer (KYC) standards, and state cannabis regulations.
- Maintain awareness of evolving cannabis regulatory requirements and communicate relevant changes to clients.
Business Development & Portfolio Growth
- Identify opportunities to deepen client relationships and expand adoption of Dama Financial products and services.
- Support client retention initiatives and contribute to portfolio growth objectives.
- Monitor industry trends, market developments, and competitive activity within the cannabis and financial services sectors.
- Participate in industry events, trade shows, and networking opportunities to strengthen client relationships and support business development efforts.
Qualifications
Required
- 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.
Preferred
- Experience serving cannabis businesses, regulated industries, fintech, payments, commercial banking, treasury management, or compliance-focused financial services.
- Knowledge of cannabis industry regulations and operational workflows.
- Familiarity with BSA/AML, KYC, Customer Due Diligence (CDD), and Enhanced Due Diligence (EDD) requirements.
- Understanding of cash-intensive business operations and risk management practices.
- Experience collaborating with compliance, risk, and operations teams.
Compensation & Benefits
- Base salary range: $60,000–$65,000 USD
- Flexible PTO with no cap
- Robust stock option plan
- 5 Days of Volunteer Time Off (VTO)
- Competitive compensation and 401k match
- Comprehensive health coverage (medical, dental, vision)
- Commuter Benefits through Flexible Spending Account
Skills
Relationship Management, Commercial Banking, Financial Services, Account Management, Customer Success, B2B Client Services, Crm Platforms, Business Reporting Tools, Bsa/Aml Compliance, Kyc
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