Cannabis Relationship Specialist

FIRST FIDELITY BANK•Greenwood Village, CO

3d•$82,028 - $109,371•Onsite

About The Position

The Cannabis Relationship Specialist sells and implements the Bank’s treasury management services and depository products, specializing in high-risk clients across the Bank. The role expands depository relationships with new and existing clients, including cash-intensive businesses, to meet or exceed deposit and non-interest fee income goals. It manages complex client relationships in collaboration with other departments and serves as a liaison between clients and Bank service departments to support sales implementation and resolve service issues. The specialist monitors market conditions and trends to help the Bank remain competitive in product offerings and pricing. The position analyzes client deposit relationships, treasury functions, and cash flow to develop customized proposals; consults with business owners and finance leaders; and coordinates with third-party vendors on due diligence, regulatory compliance, client transparency, and profitability. It prepares pricing analyses, gathers compliance and approval documentation, supports ACH Origination underwriting recommendations, and works with internal departments to implement and support services. The specialist also trains business clients, tracks sales activity in Salesforce, identifies referrals to other Bank services, and shares competitive information with product development. Regular travel, including occasional travel outside the city, is required. Regular and reliable attendance is required.

Requirements

At least 5 years of banking experience.
Prior successful business development experience.
Demonstrated success working in a self-directed environment with little supervision.
In-depth knowledge of commercial depository and treasury management products.
Basic knowledge of commercial credit risks.
Ability to manage the product sales process from prospecting through implementation and provide follow-up support when needed.
Ability to communicate and present professionally to corporate executives, prospective clients, Bank management, and sales teams.
Ability to partner with Bank associates to generate new business and support existing clients.
Excellent active listening, verbal and written communication, rapport-building, and strategic prospecting skills.
Confident, authoritative speaking and effective presentation skills.
Strong time-management skills, including prioritizing and managing multiple tasks in a fast-paced environment.
Organized, self-motivated, persistent, and able to make decisions, resolve problems, and work independently.
Strong PC and software application skills.
Thorough knowledge of bank operating systems.

Nice To Haves

Experience selling and/or supporting treasury management services.
Bachelor’s degree in a finance-related field such as Finance, Accounting, or Economics.
Experience using Salesforce.

Responsibilities

Analyze clients’ deposit relationships, treasury functions, and cash flow to develop customized treasury services proposals.
Meet with business owners, CFOs, and Controllers to consult and present proposals.
Serve as the primary liaison to third-party vendors, ensuring due diligence, regulatory compliance, client transparency, and profitability.
Use required software to meet compliance and due diligence requirements; conduct site visits and ongoing monitoring as required by policy.
Prepare and present cost/benefit analyses and pricing recommendations using the Bank’s pricing model.
Ensure preparation and collection of documentation required for regulatory compliance, due diligence, and approval of new clients, including cash-intensive businesses.
Accept ACH Origination applications, prepare credit memorandums, and make approval recommendations according to consistent underwriting standards for portfolio clients.
Coordinate with support departments to ensure thorough implementation of services and adequate client support.
Provide training and support to business clients regarding treasury products.
Maintain productive working relationships with Bank departments and participate in sales meetings with business groups in the assigned market.
Accurately record department sales activity and income volume in Salesforce.
Identify referral opportunities for other Bank services, including commercial lending, merchant services, and investments.
Provide competitive product and service information to the product development officer.
Travel regularly and occasionally outside the city.
Perform other duties as assigned and maintain regular, reliable attendance.