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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in relationship management and client retention within the cannabis banking sector, ensuring compliance with BSA, AML, and KYC regulations while driving portfolio growth and client satisfaction.
Highest-signal resume keywords
Client Relationship ManagementCannabis Industry RegulationsBSA/AML ComplianceCRM Platform ExperienceProblem-Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementFinancial ServicesCommercial BankingBusiness ReportingRisk Management
Soft Skills
Excellent CommunicationPresentation SkillsProblem-SolvingClient Retention
Tools & Technologies
CRM PlatformsBusiness Reporting Tools
Industry Keywords
Cannabis BankingKYC StandardsCompliance-Focused Financial ServicesCash-Intensive Business OperationsTreasury Management
About the role
Key responsibilities & impact- Serve as the primary relationship owner for a portfolio of 100–200 licensed cannabis businesses
- Build and maintain long-term client relationships through regular communication, account reviews, and strategic consultations
- Identify client needs and recommend appropriate banking and payment solutions
- Manage client inquiries, escalations, and service requests while ensuring timely resolution
- Coordinate with Compliance, Operations, Product, and Sales teams to deliver a high-quality client experience
- Conduct periodic business reviews to assess client satisfaction, operational changes, and growth opportunities
- Identify growth and expansion opportunities while monitoring churn risk and mitigating customer loss
- Ensure client activities align with cannabis banking regulations, BSA requirements, AML policies, KYC standards, and state cannabis regulations
- Maintain awareness of evolving cannabis regulatory requirements and communicate relevant changes to clients
- Deepen client relationships and expand adoption of Dama Financial products and LeafLink services
- Support client retention initiatives and portfolio growth objectives
- Monitor industry trends, market developments, and competitive activity
- Participate in industry events, trade shows, and networking opportunities
Requirements
What you’ll need- 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
- Preferred: Knowledge of cannabis industry regulations and operational workflows
- Preferred: Familiarity with BSA/AML, KYC, CDD, and EDD requirements
- Preferred: Understanding of cash-intensive business operations and risk management practices
- Preferred: Experience collaborating with compliance, risk, and operations teams
Benefits
Comp & perks- Flexible PTO with no cap
- Stock option plan
- 5 days of Volunteer Time Off (VTO)
- Competitive compensation
- 401k match
- Comprehensive health coverage (medical, dental, vision)
- Commuter benefits through a Flexible Spending Account