Preferred Banking Associate Director
About The Position
As an Associate Director of Preferred and Small Business Banking, you'll be responsible for leading the banks in-person client facing branch sales and service teams across a regional geography (between 5-8 locations) to achieve performance and productivity goals in sales, service, and operations. This leader will be responsible for executing strategies to enhance the client experience, deepen relationships, and drive growth and retention for both preferred and small business clients. Responsible for assigned deposit and loan growth within the division, the ideal candidate will work to lead, coach, and manage a team of successful financial leaders and professionals capable of identifying client deposit and loan balances held at other financial institutions and recommending additional treasury management solutions when appropriate to help the client grow their business, improve efficiency, or simplify complex tasks. Additional key priorities include driving the consistent execution of the service delivery model and ensuring a 5-star client experience throughout every client interaction, collaborating across business lines, building and fostering high-performing teams, and ensuring operations adhere to bank policies and regulations. The Associate Director of Preferred and Small Business Banking will apply their expertise in small business banking, relationship management, and leading high-functioning teams to transform and enhance the branch operating environment.
Requirements
- 10+ years of related experience in Treasury Management Sales, Treasury Management Service, Branch Banking Operations or similar field.
- Bachelor's degree or equivalent experience required
- Previous leadership experience required.
- Advanced to expert knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
- Advanced to expert knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
- Advanced to expert experience in deposits and treasury management products.
- Expert speaking and writing communication skills.
- May require up to 50% travel.
Nice To Haves
- Bachelor's degree in related field preferred.
Responsibilities
- Lead Preferred and Small Business Banking teams across the assigned region to achieve sales, service, operational, productivity, and client experience goals.
- Execute a consistent service strategy across the client life cycle, using survey results and client feedback to identify opportunities for improvement and strengthen service delivery.
- Manage divisional performance, including P&L accountability, goal setting, growth, retention, small business lending, treasury management, and key business and operational metrics.
- Drive operational consistency, control, resiliency, and efficiency by assessing processes, reducing friction, supporting audit readiness, and ensuring compliance with Bank policies and applicable regulations.
- Manage client-facing risk and control processes, including deposit activity, anti-money laundering, privacy, loss avoidance, procedural quality control, and related operational requirements.
- Recommend and support technology deployments, systems enhancements, and process improvements that increase productivity, operational effectiveness, and employee and client experience.
- Develop and execute strategies to grow the Preferred and Small Business Banking line of business, including product development, client acquisition, relationship deepening, retention, and marketing initiatives.
- Lead branch distribution strategy and ensure the physical footprint supports organizational needs, including oversight of branch openings and closings within regulatory guidelines.
- Build strong cross-line-of-business partnerships to expand client relationships, revenue opportunities, and delivery of the Western Alliance brand across Small Business Banking, AmeriHome Mortgage, Treasury Management, SBA Lending, and support teams.
- Lead, coach, hire, and develop high-performing teams and talent pipelines through effective performance management, training, development, and leadership engagement.
- Monitor market trends, competitive offerings, industry best practices, regulatory changes, and banking systems impacting Preferred and Small Business Banking operations.
- Manage special projects and transformation initiatives by coordinating work, gathering data, resolving issues, reporting results, and holding teams accountable for outcomes.
Benefits
- competitive salaries
- an ownership stake in the company
- medical and dental insurance
- time off
- a great 401k matching program
- tuition assistance program
- an employee volunteer program
- a wellness program
- opportunity to bolster business knowledge
- learning the ins and outs of how successful companies operate and manage their finances
- invaluable hands-on experience to help grow your career
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What This Job Offers
Job Type
Full-time
Career Level
Director
