Related skills
crm relationship management compliance kyc aml📋 Description
- Serve as the primary relationship owner for 100-200 cannabis clients.
- Build and maintain long-term client relationships via regular reviews.
- Act as trusted advisor, recommending banking solutions.
- Manage inquiries, escalations, and service requests with timely resolution.
- Coordinate with Compliance, Operations, Product, and Sales to deliver a high-quality client experience.
- Conduct periodic business reviews to assess satisfaction and growth.
🎯 Requirements
- Bachelor’s degree in Business, Finance, or related field (or equivalent)
- 2-5 years in relationship management, banking, or B2B client services
- Strong client relationship and problem-solving skills
- Excellent verbal, written, and presentation abilities
- Ability to manage multiple client relationships in a fast-paced, regulated environment
- Experience using CRM platforms and business reporting tools
🎁 Benefits
- Flexible PTO
- Stock option plan
- 5 Days of Volunteer Time Off (VTO)
- Competitive compensation and 401k match
- Comprehensive health coverage (medical, dental, vision)
- Commuter Benefits through our Flexible Spending Account
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