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Preferred Relationship Manager Jobs (NOW HIRING)

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 ...

TerraPay

Relationship Manager

Miami, FL · On-site

Preferred direct relationship and network management experience to up-sell payments corridors, selling to Enterprise-grade clients such as major global and national Banks, major SWIFT integrators ...

Capital One

Relationship Manager

Phoenix, AZ · On-site

Relationship Manager Are you a natural born people person who thrives on cultivating relationships ... Preferred Qualifications: * Bachelor's Degree in Business. * 2+ years experience in Auto Finance ...

Capital One

Relationship Manager

Plano, TX · Hybrid

Relationship Manager Are you a natural born people person who thrives on cultivating relationships ... Preferred Qualifications: * Bachelor's Degree in Business. * 2+ years experience in Auto Finance ...

SmartBank

Relationship Manager

Destin, FL · On-site

Our Relationship Managers will be responsible for: * Upholding SmartBank Core Values and Core ... TBA Lending Schools - Commercial Lending preferred

Capital One

Relationship Manager

Plano, TX · Hybrid

Relationship Manager Are you a natural born people person who thrives on cultivating relationships ... Preferred Qualifications: * Bachelor's Degree in Business. * 2+ years experience in Auto Finance ...

Bill Good Marketing

Relationship Manager

Novi, MI · On-site

$70K - $85K/yr

Series 7 strongly preferred; SIE or Series 66 also valued * Familiarity with CRM platforms and financial services tools (experience with Redtail or AssetMark is a plus) * Detail-oriented with strong ...

CalPrivate Bank

Relationship Manager

El Segundo, CA · On-site

$125K - $165K/yr

This role is central to shaping the client experience and ensuring CalPrivate remains a preferred ... relationship management, portfolio management, and sales. * Ability to effectively sell bank ...

Empeople Credit Union

Relationship Manager

Fargo, ND · On-site

$49K - $74K/yr

OVERVIEW Relationship Managers employ their expertise in sales and relationship management to ... A.) from four-year college or university preferred or seven years of applicable and verifiable ...

CalPrivate Bank

Relationship Manager

San Diego, CA · On-site

$127K - $154K/yr

This role is central to shaping the client experience and ensuring CalPrivate remains a preferred ... relationship management, portfolio management, and sales. * Ability to effectively sell bank ...

East West Bank

Relationship Manager

Pasadena, CA

$220K/yr

University degree preferred * Minimum of 10 years relationship management and sales experience in the commercial banking field * Well versed in market dynamics in mainland China and the US. Having ...

Empeople Credit Union

Relationship Manager

Fargo, ND

$49K - $74K/yr

Relationship Managers employ their expertise in sales and relationship management to attract ... A.) from four-year college or university preferred or seven years of applicable and verifiable ...

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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 Jun 8, 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 May 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $80,705 per year, or $38.8 per hour.
Relationship Manager

Relationship Manager

Bank Of Southern California

Oakland, CA • On-site

$142K - $170K/yr

Full-time

Posted yesterday

Job description

Job Type
Full-time
Description
JOB SUMMARY:
Responsible for managing overall loan and deposit relationships with customers. Grow revenues as directed by Senior Management by successfully prospecting new business as well as retaining and expanding existing customer relationships. Responsibilities include recommending loans for approval managing loan portfolio credit quality, sourcing prospects, developing new customer relationships, and cross-selling appropriate bank products/services to prospects and customers.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Retains and expands relationships with existing customers.
  • Prospect and close new business relationships.
  • Grow net revenue year after year as directed by Senior Management.
  • Recommend appropriate client risk rating and manage credit quality.
  • Develop and implement an effective calling program for existing customers.
  • Develop and implement plans for sourcing prospects and new customer relationships.
  • Manage customer relationships and introduce product specialists as needed.
  • Resolve customer problems and act as a liaison with other departments to ensure positive customer experience.
  • Manage overall customer profitability. Develop and implement relationship strategies for cross-selling bank products and services. Satisfy customer requirements by providing a full array of loans, deposit, cash management and other appropriate bank products.
  • Responsible for keeping current on the bank's lending policies, products, and services.
  • Participate in community and CRA activities to promote the Company's brand in our communities.
  • Actively ensure compliance with the Company's Code of Ethics and all Bank Secrecy Act/Anti-Money Laundering, USA Patriot Act, information security and suspicious activity reporting requirements, policy and procedures. Actively participate in any required corporate and business line training in these areas. Follow account opening procedures and understand internal suspicious activity referral requirements and processes required for this position. Actively work with customers to understand normal account activity, as appropriate for this position.

Requirements
REQUIRED SKILLS AND ABILITIES:
  • Computer skills; to include the use of Microsoft Office products and other programs as required.
  • Excellent written and verbal communication skills, attention to detail and follow-through.
  • Leadership skills and ability to foster and sustain collaborative work relationships within the bank.
  • Strong relationship management and business development abilities, well-developed analytical and problem-solving skills.
  • Broad knowledge of bank products and services that results in successfully capitalizing on all opportunities.
  • Dedication to teamwork and long-term commitment to success.

Education/Licenses/Work Experience:
  • Bachelor's degree (Master's degree preferred).
  • Seven to ten years of commercial lending experience including broad knowledge and experience in banking operations, products, and services.

Work Environment
  • Standard office environment with a moderate noise level.

Physical Demands
The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be provided to enable individuals with disabilities to perform essential functions.
  • Prolonged periods sitting at a desk and working on a computer.
  • Remain in a stationary position for sustained periods of time.
  • Occasionally move about inside the office to access filing cabinets and/or other office machinery.
  • Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery.
  • Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scanning machine, and/or computer printer.
  • Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers.
  • Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading.
  • Regularly required to communicate verbally with employees, clients, and vendors.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
Pay Range: $142,500.00 to $170,000.00 annually. Pay range may vary based on skills, experience, and location.
Salary Description
$142,500.00 to $170,000.00 Annually

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