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Preferred Banking Jobs (NOW HIRING)

Preferred Banker - Granville

Granville, OH

$16.75 - $20.75/hr

Demonstrating acumen in sales, customer service, relationship management, banking, investments ... Preferred Qualifications: * Bachelor's Degree and 2 years or more in customer service and sales in ...

Preferred Banker - Houston

Houston, TX · On-site

$16.50 - $20.50/hr

Demonstrating acumen in sales, customer service, relationship management, banking, investments ... Preferred Qualifications: Bachelor's Degree and 2 years or more in customer service and sales in ...

Preferred Banker - Granville

Granville, OH

$16.75 - $20.75/hr

Demonstrating acumen in sales, customer service, relationship management, banking, investments ... Preferred Qualifications: * Bachelor's Degree and 2 years or more in customer service and sales in ...

Preferred Banker - Granville

Granville, OH

$16.75 - $20.75/hr

Demonstrating acumen in sales, customer service, relationship management, banking, investments ... Preferred Qualifications: Bachelor's Degree and 2 years or more in customer service and sales in ...

Preferred Banker - Houston

Houston, TX · On-site

$17.25 - $21.50/hr

Demonstrating acumen in sales, customer service, relationship management, banking, investments ... Preferred Qualifications: * Bachelor's Degree and 2 years or more in customer service and sales in ...

Preferred Banker - Jackson, TN

Jackson, TN

$17 - $21.25/hr

Demonstrating acumen in sales, customer service, relationship management, banking, investments ... Preferred Qualifications: * Bachelor's Degree and 2 years or more in customer service and sales in ...

Showing results 21-40

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.

Regional Manager HFA and Preferred Banking

Huntington

Indianapolis, IN • On-site, Remote

Full-time

Re-posted 20 days ago


Job description

Description

Summary:

The Regional Manager – HFA & Preferred Banking is a strategic leadership role responsible for managing a team of Licensed Preferred Bankers and Financial Advisors across a Retail Banking branch network. This role oversees regional sales activities, regulatory compliance, operational execution, and client relationship management, ensuring delivery of comprehensive financial solutions including planning, advisory, brokerage, and insurance services. The manager fosters collaboration across business lines and drives performance through coaching, development, and strategic direction.

Duties and Responsibilities:

  • Lead, motivate, and develop a high-performing team of Licensed Preferred Bankers and Financial Advisors through coaching, mentoring, and goal setting.
  • Oversee regional sales strategies and ensure alignment with corporate objectives and client needs.
  • Ensure compliance with all regulatory requirements and internal policies, maintaining a strong risk management culture.
  • Partner with internal stakeholders (Branch, Mortgage, Business Banking, Private Bank, etc.) to deepen client relationships and expand business opportunities.
  • Actively recruit, onboard, and retain top talent in the financial services industry.
  • Lead regional mass affluent banker and financial advisor expansion in alignment with retail branch, regional banking and wealth management growth.
  • Provide legendary customer service and ensure all client interactions are suitable and in the client’s best interest.
  • Manage operational effectiveness of advisors and support staff, including Sales Support Managers and Client Relationship Specialists.
  • Communicate strategic direction and program updates to executive leadership and cross-functional teams.
  • Supervise 20–30 FINRA registered representatives and associated support staff.
  • Coordinate sales efforts with branch, OCR partners, and private bank regional leadership.
  • Address and resolve customer complaints and escalate when necessary.
  • Maintain current knowledge of financial instruments, industry trends, and risk-related changes.
  • Performs other duties as assigned.

Basic Qualifications:

  • Bachelor’s Degree
  • 5+ years of experience in the securities or banking industry.
  • 3+ years of experience managing a team.
  • Active Life and Health Insurance Licenses.
  • FINRA Licenses: Series 7, 63/65 or 66, 24

Preferred Qualifications:

  • Previous experience managing a team of Financial Advisors and/or Licensed Bankers
  • Strong leadership, communication, and strategic planning skills.
  • Proven ability to drive sales performance and ensure compliance.


Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.