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Preferred Bank Jobs (NOW HIRING)

Huntington

Preferred Banker - Wake Forest NC

Wake Forest, NC

$15.50 - $19.25/hr

Educating customers on how to optimize their use of bank technology (online, mobile, and ATM ... Preferred Qualifications: * Bachelor's Degree and 2 years or more in customer service and sales in ...

New

Bank of Montreal

Bank Manager

Gilbert, AZ · On-site

Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g ...

Huntington

Preferred Banker - Wake Forest NC

Wake Forest, NC · On-site

$15.50 - $19.25/hr

Educating customers on how to optimize their use of bank technology (online, mobile, and ATM ... Preferred Qualifications: * Bachelor's Degree and 2 years or more in customer service and sales in ...

New

Associated Bank

Bank Manager

Hurley, WI · On-site

... Preferred * Bachelor's degree in business, finance, or a related field * Proven success in branch management or financial center leadership * Prior experience in banking or financial services Why You ...

Associated Bank

Bank Manager

Minocqua, WI · On-site

... Preferred * Bachelor's degree in business, finance, or a related field * Proven success in branch management or financial center leadership * Prior banking or financial services experience Why You'll ...

Associated Bank

Bank Manager

New Berlin, WI · On-site

... Preferred * Bachelor's degree in business, finance, or a related field * Proven success in branch management or financial center leadership Why You'll Love Working Here At Associated Bank, we believe ...

BankFive

Universal Banker

Fall River, MA · On-site

... preferred; Bank experience is required. • NMLS registration or eligibility for registration is required. • Proven experience in customer service, sales/business development and problem solving ...

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All JobsPreferred Bank Jobs

Preferred Bank information

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$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:
What job categories do people searching Preferred Bank jobs look for? The top searched job categories for Preferred Bank jobs are:
Preferred Bank jobs near you
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.
Preferred Banker I (Windy City District)

Preferred Banker I (Windy City District)

First Financial Bank

Orland Park, IL • On-site

$18.25 - $24/hr

Full-time

Posted 11 days ago

Job description

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!
If you are interested and qualified for this role, we invite you to apply.
The Preferred Banker is responsible for developing, defining, and executing the First Financial Bank strategy while working with key partners across the Bank as the primary relationship lead, especially within the Wealth and Investment Division (i.e. Yellow Cardinal). Preferred Bankers drive the success of the stated goals and objectives of the Consumer Bank strategy by proactively engaging and pursuing activities that provide holistic financial solutions for clients within the affluent segment that lead to long-term relationships. Preferred Bankers oversee the attracting, retaining, and growing of client relationships through personalized client plans and fostering a trusted advisor relationship through First Financial Bank's products, with a wide array of banking and investment services.
Essential Functions/Responsibilities
  • Actively manages client relationships acting as the first point of contact for assigned client relationships, being the client's personal advocate across the organization, adding value and service through the ability to identify client needs by developing personalized plans for clients, analyzing customer information, defining goals, and building a strategy and plan in order to make recommendations.
  • Drive and build trust through timely and relevant communication, documenting progress, executing efficiently, and delivering on the established plan with the client.
  • Develop strong business relationships with key partners (i.e. Yellow Cardinal) focusing on deepening client relationships, finding new opportunities, and sharing client relationships, making the needed introductions and referrals to appropriate business partners.
  • Leverage internal partners, external contacts, and centers of influence as sources for new client opportunities for First Financial Bank within their assigned District(s) and Region.
  • Integrate well into the community, developing outside sales opportunities by being visible through active participation in community groups. Discover and support site-specific events open to the community.
  • Maintain proficiency in product knowledge and comprehensive solutions that First Financial Bank offers that involve deposit, credit, and investment components.
  • Proactively sets calling strategies within the Region to follow up on leads to establish opportunities that drive new connections and opportunities that lead to new clients, anchored with a core checking account or operating account.
  • Participates in bank marketing and sales promotions, especially within the District and assigned Region; contributing to initiatives and programs designed to promote organization's strategic priorities.
  • Maintain and complies with all bank, loan, and regulatory guidelines and policies.
  • Be the point of contact for local bankers, specialists, and partners, providing coaching, feedback, and knowledge on how a Preferred Banking relationship can benefit clients and business owners.
  • Actively seek opportunities to develop and maintain their book of client relationship to be the primary connection and advocate for clients and business owners by listening, educating, advising, and guiding them towards their financial goals.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
  • 3-5 years experience in banking and/or in the financial services industry working with clients.
  • 3-5 years sales and service experience with previous success in achieving sales and service goals related to working with customers within First Financial.
  • Bachelor's Degree or equivalent experience.
  • Demonstrated strong product knowledge related to banking products, services, and credit solutions for consumer clients.
  • Familiarity with financial planning, investment products, and wealth solutions.
  • Excellent interpersonal, verbal, written communication, organizational, and time management skills.
  • Ability to manage multiple tasks/projects and deadlines simultaneously.
  • The ability to work well independently with limited direct supervision and in a team environment.

Preferred Knowledge and Skills
  • Desire to pursue professional financial designation (FPQP®, CFP®, CWS, ChFC, etc.)

Level of Complexity and Scope
  • Regularly follows established guidelines to handle straight-forward, low complexity clients and issues.
  • Escalates problems to upper management and/or seeks guidance from other Preferred Bankers.

Degree of Independence and Decision-Making
  • Works under direct supervision and follows established guidelines with little to no deviation from standard procedures.

Required Supervisory Responsibilities
  • No direct supervisory responsibilities.

Physical Requirements
  • Occasionally lifts and carries up to 20 lbs.
  • Frequently lifts and carries up to 10 lbs.
  • Occasionally walks.
  • Frequently sits, stand and drives, and navigates a typical office environment.

This role will service an entire Windy City district which can cover as far north as Lincoln Park in Chicago, as far southwest as Chicago Ridge and as far south as Olympia Fields. Travel will be required within the district footprint. Main office location will be based upon selected candidate location.
Compliance Statement
The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Development and Training
Pay Range
$58,000- $78,000/annually
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.
Incentive Eligibility
All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.

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