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Preferred Banking Jobs (NOW HIRING)

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.

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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 ...

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Retail Relationship Banking

Superior, WI · On-site

$17.75 - $23.25/hr

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 ...

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

Phone Banking Associate

Bangor, ME · On-site

$14.75 - $20.25/hr

Phone etiquette and Customer service experience preferred High school diploma or equivalent Computer experience preferred Banking experience desirable Functions: Provide customers with high quality ...

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Preferred Banking information

See salary details

$11K

$81.6K

$120.5K

How much do preferred banking jobs pay per year?

As of Jul 6, 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 jobs can I transition to from banking?

Banking professionals can transition to roles such as financial analyst, financial advisor, or credit analyst, leveraging their knowledge of finance, customer service, and regulatory compliance. Skills in sales, communication, and data analysis are also valuable for roles in insurance, real estate, or corporate finance. Certifications like CFA or CFP can facilitate career shifts within the financial sector.

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 bank is paying $25 an hour?

Preferred banking roles, such as bank tellers or customer service representatives, can sometimes pay around $25 an hour depending on location, experience, and the bank's pay scale. These positions often require strong communication skills and familiarity with banking software. Compensation varies widely by region and employer policies.

Who is a preferred banker?

A preferred banker is a banking professional who provides personalized financial services and advice to high-net-worth clients or premium account holders. They often have specialized training, strong customer service skills, and may hold certifications such as the Certified Financial Planner (CFP) or similar credentials. Preferred bankers work in retail or private banking environments, focusing on building long-term client relationships and offering tailored banking solutions.

What is the highest paying banking job?

The highest paying banking jobs are typically executive roles such as Chief Executive Officer (CEO), Chief Investment Officer (CIO), or Chief Financial Officer (CFO), with compensation often exceeding several million dollars annually including bonuses and stock options. Senior roles in investment banking, private equity, and hedge funds can also command high salaries, especially for those with extensive experience and specialized skills in financial analysis, deal-making, and leadership.

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
Infographic showing various Preferred Banking job openings in the United States as of June 2026, with employment types broken down into 13% As Needed, 74% Full Time, and 13% Part Time. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $81,630 per year, or $39.2 per hour.

Business Banking Relationship Manager - Phoenix (AZ)

Zionsbank Corp

Phoenix, AZ • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago


Job description

At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed.  At NBAZ, the possibilities are endless - come for the job, stay for a career.
 

We are looking for an experienced Business Banking Relationship Manager with a talent and passion for business prospecting, team building, and client relationship development to lead market expansion efforts in the Phoenix area.  
 

Top candidates will have a local business savvy and experience within Phoenix and its neighboring communities.
 

Essential Functions:

  • Develop, grow, and retain a portfolio of Business Banking relationships. 
  • Responsible for sourcing new clients and maintain existing relationships.
  • Grow and drive new acquisitions within assigned banking center through centers of influence, such as CPA's, Attorneys, and existing client base.
  • Recommend the appropriate solutions to clients as a trusted advisor to meet the client's objectives.
  • Meet assigned revenue goals based on campaigns deposit products, and other referrals.
  • Build knowledge with each assigned client by completing an in-depth profile of business and develop/manage a relationship plan for each client.
  • Ensure client requests are met by handling them directly and/or referring to appropriate resource.
  • Meet or exceed Key Performance Measures, as established by the Business Banking team, including but not limited to, portfolio growth, revenue/profitability,
  • retention, and customer satisfaction key metrics.
  • Other duties as assigned.
     

Qualifications:

A Bachelor's degree in a related field and a minimum 3 years experience in business banking, business development, banking operations, and/or other directly related experience is highly preferred. A combination of education and experience may meet requirements.  

  • Local candidates are highly preferred. Must have proven sales and relationship management experience in Phoenix and surrounding markets.
  • Strong credit analysis skills in commercial lending highly preferred.
  • SBA lending experience is a plus!
  • Working knowledge of sales techniques, banking products and services.
  • Working knowledge of banking products and procedures, consumer and commercial credit structuring.
  • Must demonstrate knowledge in one or more of the following areas: personal cash flow, financial accounting, commercial loans to small businesses and tax analysis.
  • Must have demonstrated interpersonal communication skills and commitment to a high degree of service quality.
  • Knowledge of client contact areas of the Bank including investments, trust, commercial lending, and mortgage.
  • Must be independent and display sound judgment.
  • Intermediate word processing and spreadsheet software experience is required.
  • Bilingual proficiency in English and Spanish languages, is a plus.


Benefits:  

  • Medical, Dental and Vision Insurance - START DAY ONE!  
  • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. 
  • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
  • Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. 
  • Mental health benefits including coaching and therapy sessions.
  • Tuition Reimbursement for qualifying employees. 
  • Employee Ambassador preferred banking products.