Wealth Advisor - Mechanics Bank

Role Overview 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 role will execute strategies to enhance the client experience, deepen relationships, and drive growth and retention for both preferred and small business clients. You will 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. Additional key priorities include driving consistent execution of the service delivery model, ensuring a 5‑star client experience, collaborating across business lines, building and fostering high‑performing teams, and ensuring operations adhere to bank policies and regulations. The Associate Director will apply expertise in small business banking, relationship management, and high‑functioning team leadership to transform and enhance the branch operating environment. 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, system 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. Qualifications 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; bachelor's degree in related field preferred. 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. Compensation Salary range for new hires is generally $148,830.00 - $183,000.00 for San Francisco, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock. Benefits We offer 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, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands‑on experience to help grow your career. About the Company Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands: Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank that remain part of the company's heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company. Equal Opportunity Employment Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email View email address on click.appcast.io or call View phone number on click.appcast.io. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. #J-18808-Ljbffr LPL Financial