Senior Banking Relationship Manager

The Role

Dama Financial by LeafLink is seeking a Senior Banking Relationship Manager to serve as the primary point of contact and trusted advisor for a portfolio of licensed cannabis businesses. You will own the full client relationship, helping operators navigate banking and payment solutions, stay compliant, and get the most value from Dama Financial and the broader LeafLink platform.

This role blends senior relationship management with a consultative customer success approach. You will operate as a solutions consultant for your clients, taking the time to understand how their businesses run and recommending tailored solutions that make them feel seen and supported. You will also be the internal voice of the client, turning what you hear in the market into strategic insight that helps shape our product roadmap across multiple teams.

The ideal candidate brings deep experience in relationship management within financial services or regulated industries, a strong command of compliance requirements, and a track record of growing and retaining a book of business. They will also bring experience partnering with technical teams to refine and develop financial services and banking platforms and product solutions. You will play a critical role in client retention, account growth, and delivering a seamless experience across the entire client lifecycle.

This role is highly collaborative. You are a great fit if you are proactive, comfortable with change, thrive in a fast moving environment, and can effectively manage many relationships and priorities at once.

What You'll Be Doing

Relationship Management and Solutions Consulting

• Serve as the senior relationship owner for a portfolio of 100 to 200 licensed cannabis businesses, including cultivators, manufacturers, distributors, retailers, ancillary operators, and cannabis adjacent businesses 
• Act as a solutions consultant and trusted advisor, learning each client's operations, challenges, and goals, then recommending the right mix of banking, payment, and LeafLink platform solutions
• Build lasting, multilevel relationships through regular check ins, strategic consultations, and periodic business reviews that assess satisfaction, operational changes, and growth opportunities
• Take ownership of client success and satisfaction, managing expectations and ensuring every client feels seen, heard, and supported
• Own client inquiries, escalations, and service requests through to timely resolution, partnering closely with Support, Compliance, and Operations
• Work closely with operations teams to ensure the highest standard of customer experience and satisfaction across our many solutions and features
• Customer related travel to visit key accounts on site, meet with their teams and review their needs and feedback
• Track all client updates, touchpoints, and status changes in Salesforce and Hubspot

Portfolio Growth and Retention

• Identify and act on opportunities to deepen relationships and expand adoption of Dama Financial products and other LeafLink services through a consultative, relationship driven approach
• Monitor account health and churn risk, using data to spot gaps early and taking proactive steps to retain clients through direct, personal engagement
• Meet quarterly goals for client engagement, adoption, retention, and cross-sell and upsell targets
• Participate in industry events, trade shows, and networking opportunities to strengthen relationships and support business development

Compliance and Risk Management

• Ensure client activity aligns with cannabis banking regulations, Bank Secrecy Act (BSA) requirements, Anti Money Laundering (AML) policies, Know Your Customer (KYC) standards, and state cannabis regulations
• Stay current on evolving cannabis and financial services regulations at the state and federal level, and communicate relevant changes to clients in clear, practical terms
• Collaborate with Compliance and Risk partners on due diligence reviews and client risk matters

Voice of the Customer and Product Partnership

• Serve as the internal voice of the client, gathering feedback and sharing structured insights with Product, Marketing, and Go To Market teams across the business
• Provide strategic input that helps shape the Dama Financial and LeafLink product roadmap, drawing on your market experience and client relationships
• Become an expert in Dama Financial and LeafLink products, following new releases and highlighting the updates that matter most to your clients
• Track and follow up on high priority product tickets to ensure timely resolution for your clients
• Monitor industry trends, market developments, and competitive activity across the cannabis and financial services sectors
• Identify opportunities to improve our processes, tools, reporting, and client engagement playbooks

This role requires travel up to 20% of the time.

What You'll Bring to the Team

Required

• 5+ years of experience in relationship management, commercial banking, treasury management, or financial services, including managing a senior level book of business 
• 3+ years in a consultative, client-facing role within financial services, fintech, payments, or B2B SaaS
• Working knowledge of BSA/AML, KYC, Customer Due Diligence (CDD), and Enhanced Due Diligence (EDD) requirements
• Proven ability to manage a large portfolio of client relationships in a fast-moving, highly regulated environment
• Track record of retaining and growing accounts, and of meeting or exceeding targets
• A consultative, solutions-oriented approach, with the ability to translate client needs into clear recommendations
• Experience gathering client feedback and partnering with Product or other internal teams to influence solutions
• Excellent verbal, written, and presentation skills, with comfort leading meetings with clients at every level of seniority and technical skill
• Strong problem-solving skills and the ability to work across Compliance, Operations, Product, and Sales to deliver results
• Proficiency in Salesforce or similar CRM platforms and business reporting tools

Preferred

• Bachelor's degree in Business, Finance, Banking, Communications, or a related field, or equivalent professional experience
• Experience serving cannabis businesses or other regulated, cash-intensive industries
• Knowledge of cannabis industry regulations, operational workflows, payment cycles, and inventory management
• Understanding of cash-intensive business operations and risk management practices
• Experience demonstrating financial or software products to both technical and non-technical users
• Experience with Salesloft, Sigma, or other advanced analytics tools

LeafLink Perks & 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 prioritize cultivating a better community
• Competitive compensation and 401k
• Comprehensive health coverage (medical, dental, vision)
• Commuter Benefits through our Flexible Spending Account

LeafLink’s employee-centric culture has earned us a coveted spot on BuiltInNYC’s Best Places to Work for in 2021 list. Learn more about LeafLink’s history and the path to our First Billion in Wholesale Cannabis Orders here.