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Preferred Banking Jobs (NOW HIRING)

Preferred Banking Manager

Mesquite, NV

$88K - $109K/yr

  • Medical

  • Dental

  • Retirement

Preferred Banking Manager Location: Mesquite What you'll do: As a Preferred Banking Manager you'll lead and coach a team responsible for executing the full client life cycle for clients. Your team ...

Preferred Banking RM

Irvine, CA · On-site

$78K - $126K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

PREFERRED BANKING RM WHAT IS THE OPPORTUNITY? The Preferred Banking RM is responsible for cultivating and expanding the Bank's affluent and future high net worth personal banking relationships ...

Preferred Banking RM

Charlotte, NC · On-site

$78K - $126K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Preferred Banking RM is responsible for cultivating and expanding the Bank's affluent and future high net worth personal banking relationships through outbound and inbound sales efforts ...

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Showing results 1-20

Preferred Banking information

See salary details

$11K

$81.6K

$120.5K

How much do preferred banking jobs pay per year?

As of Aug 19, 2026, the average yearly pay for preferred banking in the United States is $81,630.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,500.00 and $120,000.00 per year, depending on experience, location, and employer.

What is preferred banking?

Preferred Banking is a specialized banking service designed for clients who maintain higher account balances or meet certain eligibility criteria. It offers personalized financial solutions, preferential rates, dedicated relationship managers, and exclusive products or services. The goal is to provide a premium banking experience with enhanced convenience, tailored advice, and access to priority services. Clients often benefit from faster service, waived fees, and invitations to special events. This type of banking is ideal for individuals seeking a more customized and attentive approach to managing their finances.

How does a preferred banking professional typically collaborate with other departments to support high-net-worth clients?

Preferred Banking professionals often work closely with teams such as wealth management, mortgage, and investment specialists to provide comprehensive financial solutions for high-net-worth clients. Regular collaboration ensures that clients receive tailored advice and seamless service across various financial products. This interdisciplinary approach helps address complex financial needs and enhances client satisfaction, making effective communication and teamwork essential skills in the role.

What are the key skills and qualifications needed to thrive as a preferred banking relationship manager, and why are they important?

To excel as a Preferred Banking Relationship Manager, you need strong financial knowledge, sales acumen, and a degree in finance or a related field, often complemented by relevant banking certifications. Familiarity with CRM software, core banking systems, and digital financial tools is commonly required. Exceptional interpersonal skills, proactive problem-solving, and effective communication set top performers apart in this client-focused role. These capabilities are essential for building lasting client relationships, driving portfolio growth, and providing tailored financial solutions in a competitive banking environment.

What is the difference between Preferred Banking vs Personal Banker?

AspectPreferred BankingPersonal Banker
CredentialsTypically requires banking experience, sometimes certifications like Series 6 or 7Often requires similar banking experience, certifications vary by institution
Work EnvironmentHigh-net-worth client focus, personalized service in branches or private banking divisionsRetail banking setting, serving a broad customer base in branches
Employer & Industry UsageUsed by banks offering premium services to affluent clientsCommon in retail banking for general customer service roles

Preferred Banking professionals focus on high-net-worth clients, providing personalized financial services, while Personal Bankers serve a broader retail customer base with standard banking needs. Both roles require banking experience but differ in client focus and service level.

What does a preferred banker do?

A preferred banker provides personalized banking services to high-net-worth clients, offering financial advice, managing accounts, and recommending investment options. They build strong client relationships, understand clients' financial goals, and often have specialized knowledge of banking products and financial planning tools.
More about Preferred Banking jobs
Infographic showing various Preferred Banking job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 100% In-person job distribution, with an average salary of $81,630 per year, or $39.2 per hour.

$88K - $109K/yr

Full-time

Medical, Dental, Retirement

Posted 6 days ago


Job description

Job Title:

Preferred Banking Manager

Location:

Mesquite

What you'll do:

As a Preferred Banking Manager you'll lead and coach a team responsible for executing the full client life cycle for clients. Your team under your leadership will promote and exemplify the department's "sales, service, operations" philosophy through client interactions. You'll lead a team responsible for responding to and resolving client requests and providing expert advice and guidance for these clients utilizing products and services such as treasury management, loans, commercial, and personal accounts. You'll work with internal departments and resources such as the Preferred Banker support system to drive client satisfaction. You'll ensure the team completes department training and demonstrates competency to augment their banking knowledge for more effective work solutions and career growth opportunities.
  • Lead and be subject matter expert for the Preferred Banker team by responding to complex client requests to execute the complete client life cycle and achieve client satisfaction. Drive the preferred banking team in identifying and capitalizing on opportunities to promote Bank products through analysis of client patterns and needs.
  • Oversee and manage distribution of work for their designated team, facilitate cross training opportunities, and provide reporting to management on production, turnaround times and other key data points.
  • Ensure the team meets service level standards including sales, customer service, turn-around time, risk management and regulatory compliance, audit soundness, and productivity and efficiency.
  • Monitor individual team member performance to support their career progression and ensure optimal client support for all client inquiries or requests.
  • Create and execute strategic business initiatives driven by data analytics under the direction of the Preferred Banking Director. This may require change management techniques with other internal departments and proactively keeping up-to-date with Bank products.
  • Lead and develop a team; responsible for hiring, coaching, performance management, training and development.

What you'll need:

  • 6+ years of related experience in Treasury Management Sales, Treasury Management Service, Branch Banking Operations or similar field.
  • Bachelor's degree or equivalent experience required; Bachelor's degree in related field preferred.
  • Previous leadership experience preferred.
  • Advanced knowledge of general banking operations, including deposit operations, new account opening, loan administration, treasury management and/or other commercial banking products and services.
  • Advanced business, legal, and technical writing ability with a good working knowledge of industry-standard writing specifications.
  • Advanced experience in deposits and treasury management products.
  • Advanced speaking and writing communication skills.
  • May require up to 25% travel.
Compensation: Salary range for new hires is generally $88,430.00 - $109,000.00 for Mesquite, NV. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.

Benefits you'll love:
We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

About the company:

Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands - Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank - that remain part of the company's heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company.

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.

Western Alliance Bancorporation