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Preferred Relationship Manager Jobs (NOW HIRING)

isolved

Relationship Manager

Charlotte, NC · On-site

Relationship Manager Job Level P2 Summary/objective The Relationship Manager is responsible for ... At least 3-5 years of experience in sales, account management, or client services, preferably ...

isolved

Relationship Manager

Charlotte, NC · On-site

Relationship Manager Job Level P2 Summary/objective The Relationship Manager is responsible for ... At least 3-5 years of experience in sales, account management, or client services, preferably ...

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Flagstar Bank

Relationship Manager

New York, NY · On-site

$101K - $173K/yr

Position Title Relationship Manager Location New York, NY 10018 Job Summary The Relationship ... Education level preferred: High School / High School Equivalency (GED, HiSET, TASC) / Foreign ...

Servbank

Relationship Manager

Newport Beach, CA · On-site

$75K - $130K/yr

As a Relationship Manager, you will play a pivotal role in expanding our treasury management ... Preferred Qualifications, Capabilities, and Skills * Bachelor's degree. * Certified Treasury ...

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NCMIC

Relationship Manager

Clive, IA

Associate or Bachelor's degree preferred but not required. * Experience: Experience as a relationship manager, customer service, or a similar role. Understanding of sales processes and ability to ...

Boutique Recruiting

Relationship Manager

Valencia, CA · On-site +1

$125K/yr

Relationship Manager About the Role: The role of Relationship Manager offers an opportunity to ... Formal credit training with the ability to structure financial solutions is preferred Benefits ...

Flagstar Bank

Relationship Manager

New York, NY · On-site

$101K - $173K/yr

Position Title Relationship Manager Location New York, NY 10018 Job Summary The Relationship ... Education level preferred: High School / High School Equivalency (GED, HiSET, TASC) / Foreign ...

Lyra Technology Group

Relationship Manager

Nashville, TN · Hybrid

$75K - $80K/yr

The Relationship Manager is the single point of contact for the client and is responsible for all ... preferred * Proven track record of managing client commitments, negotiating, and closing sales ...

Computer Share

Relationship Manager

Jersey City, NJ · Hybrid

Relationship Manager Location: Jersey City,NJ, United States (Hybrid) In this position, you'll be ... Experience with international clients and additional language skills preferred As an employee of ...

Now CFO

Relationship Manager

Dallas, TX

Relationship Manager B2B Financial Partnerships Location: Dallas, TX About the Opportunity NOW CFO ... Bachelors degree in Finance, Accounting, Business, or a related field preferred. Why NOW CFO Join a ...

Manulife

$122K - $212K/yr

The preferred candidate will have strong investment industry and product knowledge and experience integrating these solutions into existing relationships. The Relationship Manager is an advocate for ...

NCMIC

Relationship Manager

Clive, IA · On-site

Associate or Bachelor's degree preferred but not required. * Experience: Experience as a relationship manager, customer service, or a similar role. Understanding of sales processes and ability to ...

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All JobsPreferred Relationship Manager Jobs

Preferred Relationship Manager information

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$28K

$80.7K

$140.5K

How much do preferred relationship manager jobs pay per year?

As of Jul 1, 2026, the average yearly pay for preferred relationship manager in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What is a Preferred Relationship Manager?

A Preferred Relationship Manager is a banking professional who provides personalized financial services and advice to high-net-worth or preferred clients. They help clients manage their banking, investment, and credit needs, often acting as the main point of contact for financial solutions. Their goal is to build long-term relationships by understanding clients’ financial goals and offering tailored products and services. Preferred Relationship Managers typically work for banks or financial institutions and may also assist with wealth management, insurance, and estate planning.

What are the key skills and qualifications needed to thrive as a Preferred Relationship Manager, and why are they important?

To thrive as a Preferred Relationship Manager, you need strong financial acumen, sales expertise, and a degree in finance, business, or a related field, often supported by relevant banking certifications. Familiarity with CRM systems, investment platforms, and digital banking tools is typically required. Exceptional interpersonal skills, proactive problem-solving, and the ability to build trust with clients help set top performers apart. These skills are crucial for effectively managing client portfolios, identifying financial solutions, and fostering long-term customer loyalty in a competitive banking environment.

What is the difference between Preferred Relationship Manager vs Relationship Officer?

AspectPreferred Relationship ManagerRelationship Officer
CredentialsRelevant banking certifications, customer relationship management skillsBasic banking knowledge, customer service skills
Work EnvironmentHigh-net-worth client interactions, personalized serviceBranch or bank floor, retail banking environment
Employer & IndustryPrivate banks, wealth management firmsCommercial banks, retail banking
Search & Comparison IntentUnderstanding roles in wealth management, client relationshipEntry-level banking roles, customer service

The Preferred Relationship Manager typically handles high-net-worth clients, providing personalized financial services, while the Relationship Officer focuses on retail banking customers with standard banking needs. Both roles require customer relationship skills, but the Preferred Relationship Manager often has more specialized credentials and works with a more affluent clientele.

How does a Preferred Relationship Manager typically collaborate with other departments to serve clients effectively?

Preferred Relationship Managers frequently work closely with departments such as investment advisory, credit, and operations to deliver comprehensive financial solutions tailored to clients’ needs. They coordinate with product specialists to offer customized wealth management options and with compliance teams to ensure regulatory standards are met. Regular communication and collaboration help ensure a seamless client experience and enable Preferred Relationship Managers to address complex financial queries or cross-sell relevant services efficiently.
What cities are hiring for Preferred Relationship Manager jobs? Cities with the most Preferred Relationship Manager job openings:
What states have the most Preferred Relationship Manager jobs? States with the most job openings for Preferred Relationship Manager jobs include:
What job categories do people searching Preferred Relationship Manager jobs look for? The top searched job categories for Preferred Relationship Manager jobs are:
Preferred Relationship Manager jobs near you
Infographic showing various Preferred Relationship Manager job openings in the United States as of June 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.
Relationship Manager

Relationship Manager

SmartBank

Pensacola, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Job description

Looking to join a Great Place to Work Employer and become a valued member of our growing team? At SmartBank, we're not just offering a job; we're inviting you to be a part of a culture built on excellence.
Relationship Manager
SmartBank Associates enjoy an AMAZING benefits package:
  • Comprehensive benefits- medical, dental, vision, life, and disability insurance
  • Matching 401(k)
  • Generous paid time off (PTO)
  • SmartFlex Days
  • Up to 11 Paid Company Holidays
  • Incentive Program
  • Mental Health Benefits Including 8 free sessions with a coach or certified professional
  • Tuition Reimbursement
  • Community Involvement Opportunities
  • Company apparel provided at no cost

Our Relationship Managers will be held accountable for:
  • Upholding SmartBank Core Values and Core Purpose.
  • Developing new customer prospects and business for the financial institution.
  • Completing each loan application and all pre-processing functions in a timely manner. Gathers related financial and general business information, performs financial analyses needed to make credit decisions, participates in team credit decisions and communicates with prospects and customers to close sales.
  • Screening loan request based on financial institution policies and on types of loans offered by the institution. Orders appraisals, credit reports, background checks, reference checks and other information as needed on loan applicants.
  • Responsible to monitor overall profitability of relationships and negotiates terms, fees, and structures to the mutual benefit of the client and SmartBank.
  • Evaluating potential customer loan requests and makes loan recommendations to management. Reviews new laws and regulations that influence business lending within the financial institution and makes recommendations to management when necessary.
  • Communicating complex approvals or denials to the borrower. Promotes and participates in the financial institution's special credit programs and other CRA programs.

Ideal candidates for the role will include:
  • High School Diploma required.
  • Bachelor's degree business, finance or management preferred.
  • Minimum of 5 years experience in banking or sales lending field.
  • RMA - Credit Risk Certification preferred
  • Graduate School of Banking preferred
  • TBA Lending Schools - Commercial Lending preferred

Apply