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Preferred Banking Jobs (NOW HIRING)

Preferred Banker

Morgantown, WV

$18.50 - $23.25/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 ...

Preferred Banker

Huntington, WV

$17.50 - $21.75/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 - Dallas

Dallas, TX · On-site

$17.75 - $22.25/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 ...

Preferred Banker - Austin

Austin, TX · On-site

$17.75 - $22.25/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 ...

Preferred Banker - Austin

Austin, TX

$17.75 - $22.25/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 ...

Preferred Banker - Houston

Houston, TX

$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 - Houston

Houston, TX

$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 - Houston

Houston, TX

$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 - Dallas

Dallas, TX

$16.75 - $21/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 - Austin

Austin, TX

$17.75 - $22.25/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 ...

Preferred Banker - Austin

Austin, TX · On-site

$17.75 - $22.25/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 ...

Preferred Banker - Dallas

Dallas, TX

$17.75 - $22.25/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 ...

Preferred Banker - Dallas

Dallas, TX

$16.75 - $21/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 ...

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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 Jun 7, 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.

More about Preferred Banking jobs

$18.50 - $23.25/hr

Full-time

Posted 18 days ago


Job description

Description

Summary:

As a Preferred Banker, you are responsible for managing an assigned portfolio of high value customers across multiple bank branches. Your success is driven by your high degree of proficiency in deposit products, consumer/home lending, investments and credit management so that you may build relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.

Duties & Responsibilities:

  • Proactively identifies opportunities to grow customer relationships through assigned customer portfolio, pre-set appointments, outside calling, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners

  • Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships. Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking)

  • Maintaining knowledge of all products, services, technology and policies to provide the best service to customers.

  • Demonstrating acumen in sales, customer service, relationship management, banking, investments, lending, communication and presentation.

  • Adhering to all operational, security, risk and regulatory policies and procedures.

  • Other duties as assigned.

Basic Qualifications:

  • High School Diploma or GED and minimum of 2 years customer service and sales in banking, financial services or goal driven retail sales with an emphasis on investment or lending and sales experience.

  • FINRA Licenses (required): Candidate must have 3 of the following 5 licenses in an active status: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE - Securities Industry Essentials. If the candidate does not already have the required 5 licenses, but at least 3 of them, the candidate must acquire the remaining 2 within 120 days of hire date. Failure to acquire required licensure within the designated time period, will result in the colleague being ineligible to continue in the position.

Preferred Qualifications:

  • Bachelor's Degree and 2 years or more in customer service and sales in banking, financial services or goal driven retail sales with an emphasis on investment or business lending and business sales experience.

  • Ability to drive sales and manage a book of business.

  • Ability to build, deepen and retain relationships.

  • Demonstrates acumen in banking, investments, lending, sales, customer service, and presentation skills.

  • Excellent verbal and written communication skills.

  • Comfort with technology such as mobile services and online banking services.

  • Knowledge of deposit products.


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 will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

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

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