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Preferred Bank Jobs (NOW HIRING)

CRA Officer (AVP-VP)

El Monte, CA · On-site

$90K - $120K/yr

Minimum five years of experience in community reinvestment in banking and/or equivalent experience. * Bachelor's degree in Business, Accounting or Finance preferred. * Strong knowledge of the ...

Sr. Internal Auditor

Los Angeles, CA · On-site

$60K - $95K/yr

Minimum five years of banking experience of which three years in bank auditing. * Professional certification such as Certified Internal Auditor (CIA) or Certified Public Accountant (CPA) preferred.

Audit Manager

Los Angeles, CA · On-site

$90K - $120K/yr

Minimum five years of experience in internal bank auditing required. * Professional certification such as Certified Internal Auditor (CIA) or Certified Public Accountant (CPA) preferred. * Extensive ...

BSA QC Specialist

El Monte, CA · On-site

$80K - $95K/yr

Minimum of five years of experience in BSA and banking including branch/platform experience and knowledge of Bank Secrecy Act regulatory requirements * CAMS certification preferred

Cross-sell bank products * Perform miscellaneous duties such as filing, answering telephones, maintaining supplies, etc. QUALIFICATIONS: * Minimum 1 year of experience in bank operations preferred ...

Customer Service Rep I

Tarzana, CA · On-site

$18 - $20/hr

Cross-sell bank products * Perform miscellaneous duties such as filing, answering telephones, maintaining supplies, etc. QUALIFICATIONS: * Minimum 1 year of experience in bank operations preferred ...

Portfolio Manager

Irvine, CA · On-site

$80K - $100K/yr

... bank's credit guidelines. QUALIFICATIONS: * Bachelor's degree in business administration or related field preferred. * Minimum 5 years of underwriting experience in lending or relevant Commercial ...

Portfolio Manager

Tarzana, CA · On-site

$70K - $115K/yr

... against bank's credit guidelines. QUALIFICATIONS: * Bachelor's degree in business administration or related field preferred. * Minimum 5 years of underwriting experience in lending. * Excellent ...

Portfolio Manager

Los Angeles, CA · On-site

$80K - $100K/yr

... against bank's credit guidelines. QUALIFICATIONS: * Bachelor's degree in business administration or related field preferred. * Minimum 5 years of underwriting experience in lending. * Excellent ...

Systems Engineer

Flushing, NY · On-site

$75K - $100K/yr

The primary responsibility of the System Engineer is to design, build, and maintain the Bank's infrastructure such as internal systems, network and various banking-related applications. ESSENTIAL ...

Universal Banker

Maplewood, MO · On-site

$16.75 - $21/hr

Bank experience preferred. * Must have at least six months to one year cash handling experience. * Additionally, usually 2 years of sales or service experience.

VP, IT Project Management

El Monte, CA · On-site

$115K - $150K/yr

... digital banking software implementations, AI initiatives, and infrastructure upgrades. This will be a hands-on role which will require the management of products and assisting in project ...

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Preferred Bank information

See salary details

$43.5K

$87.7K

$106.5K

How much do preferred bank jobs pay per year?

As of Jul 23, 2026, the average yearly pay for preferred bank in the United States is $87,736.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $100,000.00 per year, depending on experience, location, and employer.

What is Preferred Bank and what services does it offer?

Preferred Bank is a commercial bank that provides a range of financial services primarily to small and medium-sized businesses, professionals, and individuals. The bank offers products such as business and personal banking accounts, loans, lines of credit, treasury management, and online banking services. It is known for its personalized customer service and focus on serving the Chinese-American community, though it welcomes clients from all backgrounds. Preferred Bank operates branches mainly in California and aims to deliver tailored financial solutions to meet the specific needs of its clients.

What are the key skills and qualifications needed to thrive as a banking professional at Preferred Bank, and why are they important?

To excel as a banking professional at Preferred Bank, you need a solid background in finance, customer service, and risk management, often supported by a degree in finance, business, or a related field. Familiarity with banking software systems such as FIS or Jack Henry, as well as regulatory compliance certifications like AML or BSA, is highly beneficial. Strong interpersonal skills, attention to detail, and problem-solving abilities set top performers apart. These competencies ensure accurate financial transactions, regulatory adherence, and excellent client relationships, which are critical to the bank’s success.

What is the difference between Preferred Bank vs Commercial Banker?

AspectPreferred BankCommercial Banker
CredentialsTypically requires banking experience, financial knowledge, and sometimes a degree in finance or related fieldsRequires similar credentials, often with additional certifications like CPA or CFA for specialized roles
Work EnvironmentBank branches, corporate offices, customer-facing rolesCorporate offices, client meetings, financial institutions
Employer & Industry UsageUsed by retail and commercial banks, including Preferred BankCommon in commercial banking sectors, including roles at Preferred Bank
Search & Comparison IntentPeople comparing banking roles, customer service, or financial servicesIndividuals exploring commercial banking, business loans, or corporate finance roles

Preferred Bank and Commercial Banker roles often overlap in credentials and work environment, but Preferred Bank typically refers to a specific banking institution, while Commercial Banker describes a role within commercial banking. Both roles focus on client financial services, but the context and specific responsibilities may differ based on the employer.

What are some common challenges faced by employees working at Preferred Bank, and how can new hires best prepare for them?

Employees at Preferred Bank often operate in a fast-paced, customer-focused environment where attention to detail and regulatory compliance are paramount. New hires may find it challenging to quickly learn the bank's specific procedures, software systems, and compliance requirements. To prepare, it's helpful to familiarize yourself with general banking regulations, improve your customer service skills, and be ready to adapt to evolving tasks. Proactive communication and seeking guidance from experienced colleagues can help ease the transition and ensure a successful start.
More about Preferred Bank jobs
What cities are hiring for Preferred Bank jobs? Cities with the most Preferred Bank job openings:
What states have the most Preferred Bank jobs? States with the most job openings for Preferred Bank jobs include:
Infographic showing various Preferred Bank job openings in the United States as of July 2026, with employment types broken down into 95% Full Time, and 5% Contract. Highlights an 100% In-person job distribution, with an average salary of $87,736 per year, or $42.2 per hour.

$34.93 - $54.98/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 9 days ago


Job description

Position Overview:
The Preferred Banker is responsible for providing exceptional service to all existing and potential Peapack Private clients. They will be responsible for managing the overall client experience efficiently by identifying cross-sell opportunities, presenting referrals to partnering business lines, and transactions. The Preferred Banker adopts and lives our core principals and display actions reflecting "Clients First" and "One Team" principles daily
Key Responsibilities:
  • Provide exceptional service to clients and bank partners. Accept and process all client requests and work with other team members and partners to ensure the resolution of all client needs. Provide general management of client relationships to coordinate service and product delivery from all other divisions of the bank.
  • Develop, expand and manage consumer and business account relationships, concentrate efforts in meeting client needs for financial products, while proactively looking to identify additional potential opportunities to expand relationships.
  • Oversee client onboarding processes, ensuring all necessary documentation for opening and closing accounts complies with state and federal guidelines. Coordinate the delivery of information and communication with clients, prospects, referral sources, and internal partners.
  • Process a variety of transactions such as deposits, withdrawals, transfers, loan payment processing, IRAs, CDs, closing and maintenance to accounts to solve the daily needs of our clients.
  • Assists with the daily operation of the branch including reporting, audits, proving the main cash vault, preparing cash for shipments and ordering coin and currency for the branch as needed.

Key Behavioral Expectations
  • Operate with agility and adaptability, responding effectively to changing priorities and business needs
  • Demonstrate curiosity and a learning mindset, continuously seeking to improve and grow
  • Utilize AI and technology tools responsibly to enhance productivity and decision-making
  • Show ownership and critical thinking, using sound judgment to solve problems and deliver results
  • Deliver white-glove hospitality, providing thoughtful, proactive, and personalized service in every interaction

Qualifications:
  • High School Diploma or GED required, College Degree in Financial Services or a related field preferred.
  • 3-5 years' experience in a client service / client facing role, retail banking experience preferred
  • Knowledge of banking products, services and an understanding of branch operations/security
  • Ability to effectively interact with all clients and internal partners across the bank.
  • Demonstrated proficiency in gathering financial and KYC information from clients to open and service accounts.
  • Knowledge of KYC/BSA/Anti-money laundering regulations.
  • Must be an independent thinker who can exercise discretion in performance of duties and who has ability to make decisions independently.
  • General understanding of Client Relationship Management (CRM) functionality

Desired:
  • Previous experience using Salesforce or another CRM platforms
  • Prior experience using Silverlake or Xperience platforms

Benefits Overview:
We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity/paternity leave, education reimbursement, wellness programs and more. We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match.
The approximate pay range for this position is $80,000 to $90,000, plus an opportunity to earn performance-based incentives. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.