AVP, Treasury Management Operations Supervisor
Banc of California · Gardena, CA · 1 mo ago
On-siteFinance$34/hrFull-time
We need to output HTML fragment with sections: About the role? Actually the posting includes "THE OPPORTUNITY" and then description. We need headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use only sections with real content.
We need to parse content: The posting includes intro about company (maybe About the role? Actually "BANC OF CALIFORNIA AND YOUR CAREER" is company overview. Could be "About the role"? Not exactly. The role description is under "THE OPPORTUNITY". Then "How You’ll Make a Difference" is responsibilities. Then "What You’ll Bring" is qualifications/requirements/skills. Then "How We’ll Support You" is benefits. Pay: mention "The base salary ultimately offered is determined through a review..." Not a specific number, but it's about pay determination. The rule: do NOT create Pay section unless posting actually states them. It states base salary determined etc but no actual figure. It's vague; maybe we should not create Pay section because no specific salary or range. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. Benefits we have details, so include Benefits. Pay: we have statement about base salary determination but no actual salary; might be considered not stating pay. Safer to omit Pay section. Schedule: not mentioned, omit.
Thus sections: About the role? Could use "About the role" heading with company overview? The intro about Banc of California could be considered About the role? Usually About the role is description of role, but we have separate responsibilities. However we need to include substantive content; we could put company overview under "About the role" or maybe "About the company". But only allowed headings list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can choose which to use. We have content for Responsibilities (How You’ll Make a Difference). We have content for Requirements/Qualifications/Skills (What You’ll Bring). We have Benefits (How We’ll Support You). We might also have About the role (company overview). Let's include About the role with the introductory paragraph(s) about Banc of California.
We must not repeat job title as heading. No Job ID.
We must use for section headings. Use
for section headings. Use - for any list of duties/requirements/benefits, and
for prose.
We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep details.
We need to convert lists into
- . The responsibilities are many sentences each starting with a verb. Could treat each sentence as list item. Similarly for requirements.
We need to be careful not to lose any detail.
Let's extract sections.
Section About the role: company overview paragraphs:
"Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more. At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!"
That's a lot; we can keep as prose (
). Could break into multiple paragraphs but okay.
Section Responsibilities: content under "How You’ll Make a Difference". It's a long paragraph with many sentences separated by periods. We'll split each sentence into
- . Need to ensure we keep all content.
Let's copy that section:
"Provide a full range of professional, technical, and general support to internal partners for Treasury Management products and services, including Business Online and Business Mobile Banking, Wires, Remote Deposit Capture, Positive Pay, Account Reconciliation, 3rd Party Depository Services, File Transmission, and other treasury-related products and services.Oversee the risk support function within Treasury Management Operations by developing and maintaining risk-related processes, supporting daily risk operations, and ensuring compliance with service level agreements as required.Draft and update procedures and process documentation to promote operational consistency and audit readiness.Review departmental workflows to identify opportunities for optimization and enhance overall efficiency.Support client retention by resolving operational issues, concerns, and problems.Coach team members to provide excellent customer service by addressing client needs, concerns, and inquiries regarding services, products, fees, and operational questions.Share client opportunities and issues with assigned client relationship teams in a timely manner.Lead the development and supervision of the Treasury Management Operations team, including training in bank products, operations, process and system utilization, compliance, risk management, and adherence to policies and procedures.Provide work direction, support, guidance, coaching, recognition, and advice on complex functions.Establish and communicate performance standards for team members.Partner with others to review, recommend, and design methods, procedures, and processes that improve daily Treasury Management operations and enhance efficiency and effectiveness.Participate in the design, development, testing, implementation, and ongoing servicing of Treasury Services and deposit products and services.Participate in vendor selection activities and manage vendors in accordance with internal policies and procedures.Ensure documentation related to the delivery and implementation of Treasury Services products and services is prepared and maintained.Approve treasury-related transactions, resolve issues, and manage client escalations within delegated authority.Coordinate and support audits and examinations for Treasury Management Operations.Ensure audit requests are fulfilled in a timely manner and remediation plans are executed.Manage service level agreements, case management activities, and the quality of work completed by the team.Build data sets to support analysis, future planning, and operational efficiency initiatives.Provide management and oversight of Payment Services Treasury Operations processes and controls.Implement and improve processes and systems to optimize efficiency, quality, and operational excellence.Participate in interviewing and hiring decisions.Prepare and deliver employee performance evaluations, goal planning, and counseling.Manage, support, coach, and train staff.Follow all established policies and procedures.Perform other duties and projects as assigned."
We need to split at periods. Note some sentences lack space after period (e.g., "...services.Oversee"). We'll treat each sentence as separate item.
Let's list them:
1. Provide a full range of professional, technical, and general support to internal partners for Treasury Management products and services, including Business Online and Business Mobile Banking, Wires, Remote Deposit Capture, Positive Pay, Account Reconciliation, 3rd Party Depository Services, File Transmission, and other treasury-related products and services.
2. Oversee the risk support function within Treasury Management Operations by developing and maintaining risk-related processes, supporting daily risk operations, and ensuring compliance with service level agreements as required.
3. Draft and update procedures and process documentation to promote operational consistency and audit readiness.
4. Review departmental workflows to identify opportunities for optimization and enhance overall efficiency.
5. Support client retention by resolving operational issues, concerns, and problems.
6. Coach team members to provide excellent customer service by addressing client needs, concerns, and inquiries regarding services, products, fees, and operational questions.
7. Share client opportunities and issues with assigned client relationship teams in a timely manner.
8. Lead the development and supervision of the Treasury Management Operations team, including training in bank products, operations, process and system utilization, compliance, risk management, and adherence to policies and procedures.
9. Provide work direction, support, guidance, coaching, recognition, and advice on complex functions.
10. Establish and communicate performance standards for team members.
11. Partner with others to review, recommend, and design methods, procedures, and processes that improve daily Treasury Management operations and enhance efficiency and effectiveness.
12. Participate in the design, development, testing, implementation, and ongoing servicing of Treasury Services and deposit products and services.
13. Participate in vendor selection activities and manage vendors in accordance with internal policies and procedures.
14. Ensure documentation related to the delivery and implementation of Treasury Services products and services is prepared and maintained.
15. Approve treasury-related transactions, resolve issues, and manage client escalations within delegated authority.
16. Coordinate and support audits and examinations for Treasury Management Operations.
17. Ensure audit requests are fulfilled in a timely manner and remediation plans are executed.
18. Manage service level agreements, case management activities, and the quality of work completed by the team.
19. Build data sets to support analysis, future planning, and operational efficiency initiatives.
20. Provide management and oversight of Payment Services Treasury Operations processes and controls.
21. Implement and improve processes and systems to optimize efficiency, quality, and operational excellence.
22. Participate in interviewing and hiring decisions.
23. Prepare and deliver employee performance evaluations, goal planning, and counseling.
24. Manage, support, coach, and train staff.
25. Follow all established policies and procedures.
26. Perform other duties and projects as assigned.
Now Requirements/Qualifications/Skills: "What You’ll Bring". Let's extract:
"5 years of related work experience in treasury management or operations required.Intermediate knowledge of related state and federal banking compliance regulations, bank operational policies and procedures, and bank products and services.Effective organizational and time management skills.Intermediate skills in Microsoft Office Suite.Ability to organize and prioritize workload.Excellent critical thinking and problem-solving skills.Ability to establish peer relationships and communicate effectively with multiple company disciplines, cross-functional teams, and external parties.Ability to apply sound judgment, solve problems effectively, and consistently identify fraudulent activity.Detail-oriented and process-oriented approach.Supervisory or team lead experience of 1-2 years preferred.High school diploma or equivalent required."
We need to split into list items. Some sentences lack spaces after periods. Let's split:
1. 5 years of related work experience in treasury management or operations required.
2. Intermediate knowledge of related state and federal banking compliance regulations, bank operational policies and procedures, and bank products and services.
3. Effective organizational and time management skills.
4. Intermediate skills in Microsoft Office Suite.
5. Ability to organize and prioritize workload.
6. Excellent critical thinking and problem-solving skills.
7. Ability to establish peer relationships and communicate effectively with multiple company disciplines, cross-functional teams, and external parties.
8. Ability to apply sound judgment, solve problems effectively, and consistently identify fraudulent activity.
9. Detail-oriented and process-oriented approach.
10. Supervisory or team lead experience of 1-2 years preferred.
11. High school diploma or equivalent required.
We could also separate into Requirements, Qualifications, Skills sections but we can combine under one heading like "Requirements" or "Qualifications". The instruction: Prefer a few substantive sections over many thin ones. So we can have one section for Requirements/Qualifications/Skills combined. Choose heading "Requirements". Or "Qualifications". Which is better? The content includes experience, knowledge, skills, education. Could be "Requirements". We'll use
Requirements
and list items.
Now Benefits: "How We’ll Support You". Content:
"Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flex
for prose. We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep details. We need to convert lists into
- . The responsibilities are many sentences each starting with a verb. Could treat each sentence as list item. Similarly for requirements.
We need to be careful not to lose any detail.
Let's extract sections.
Section About the role: company overview paragraphs:
"Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more. At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!"
That's a lot; we can keep as prose (
). Could break into multiple paragraphs but okay. Section Responsibilities: content under "How You’ll Make a Difference". It's a long paragraph with many sentences separated by periods. We'll split each sentence into
- . Need to ensure we keep all content.
Let's copy that section:
"Provide a full range of professional, technical, and general support to internal partners for Treasury Management products and services, including Business Online and Business Mobile Banking, Wires, Remote Deposit Capture, Positive Pay, Account Reconciliation, 3rd Party Depository Services, File Transmission, and other treasury-related products and services.Oversee the risk support function within Treasury Management Operations by developing and maintaining risk-related processes, supporting daily risk operations, and ensuring compliance with service level agreements as required.Draft and update procedures and process documentation to promote operational consistency and audit readiness.Review departmental workflows to identify opportunities for optimization and enhance overall efficiency.Support client retention by resolving operational issues, concerns, and problems.Coach team members to provide excellent customer service by addressing client needs, concerns, and inquiries regarding services, products, fees, and operational questions.Share client opportunities and issues with assigned client relationship teams in a timely manner.Lead the development and supervision of the Treasury Management Operations team, including training in bank products, operations, process and system utilization, compliance, risk management, and adherence to policies and procedures.Provide work direction, support, guidance, coaching, recognition, and advice on complex functions.Establish and communicate performance standards for team members.Partner with others to review, recommend, and design methods, procedures, and processes that improve daily Treasury Management operations and enhance efficiency and effectiveness.Participate in the design, development, testing, implementation, and ongoing servicing of Treasury Services and deposit products and services.Participate in vendor selection activities and manage vendors in accordance with internal policies and procedures.Ensure documentation related to the delivery and implementation of Treasury Services products and services is prepared and maintained.Approve treasury-related transactions, resolve issues, and manage client escalations within delegated authority.Coordinate and support audits and examinations for Treasury Management Operations.Ensure audit requests are fulfilled in a timely manner and remediation plans are executed.Manage service level agreements, case management activities, and the quality of work completed by the team.Build data sets to support analysis, future planning, and operational efficiency initiatives.Provide management and oversight of Payment Services Treasury Operations processes and controls.Implement and improve processes and systems to optimize efficiency, quality, and operational excellence.Participate in interviewing and hiring decisions.Prepare and deliver employee performance evaluations, goal planning, and counseling.Manage, support, coach, and train staff.Follow all established policies and procedures.Perform other duties and projects as assigned."
We need to split at periods. Note some sentences lack space after period (e.g., "...services.Oversee"). We'll treat each sentence as separate item.
Let's list them:
1. Provide a full range of professional, technical, and general support to internal partners for Treasury Management products and services, including Business Online and Business Mobile Banking, Wires, Remote Deposit Capture, Positive Pay, Account Reconciliation, 3rd Party Depository Services, File Transmission, and other treasury-related products and services.
2. Oversee the risk support function within Treasury Management Operations by developing and maintaining risk-related processes, supporting daily risk operations, and ensuring compliance with service level agreements as required.
3. Draft and update procedures and process documentation to promote operational consistency and audit readiness.
4. Review departmental workflows to identify opportunities for optimization and enhance overall efficiency.
5. Support client retention by resolving operational issues, concerns, and problems.
6. Coach team members to provide excellent customer service by addressing client needs, concerns, and inquiries regarding services, products, fees, and operational questions.
7. Share client opportunities and issues with assigned client relationship teams in a timely manner.
8. Lead the development and supervision of the Treasury Management Operations team, including training in bank products, operations, process and system utilization, compliance, risk management, and adherence to policies and procedures.
9. Provide work direction, support, guidance, coaching, recognition, and advice on complex functions.
10. Establish and communicate performance standards for team members.
11. Partner with others to review, recommend, and design methods, procedures, and processes that improve daily Treasury Management operations and enhance efficiency and effectiveness.
12. Participate in the design, development, testing, implementation, and ongoing servicing of Treasury Services and deposit products and services.
13. Participate in vendor selection activities and manage vendors in accordance with internal policies and procedures.
14. Ensure documentation related to the delivery and implementation of Treasury Services products and services is prepared and maintained.
15. Approve treasury-related transactions, resolve issues, and manage client escalations within delegated authority.
16. Coordinate and support audits and examinations for Treasury Management Operations.
17. Ensure audit requests are fulfilled in a timely manner and remediation plans are executed.
18. Manage service level agreements, case management activities, and the quality of work completed by the team.
19. Build data sets to support analysis, future planning, and operational efficiency initiatives.
20. Provide management and oversight of Payment Services Treasury Operations processes and controls.
21. Implement and improve processes and systems to optimize efficiency, quality, and operational excellence.
22. Participate in interviewing and hiring decisions.
23. Prepare and deliver employee performance evaluations, goal planning, and counseling.
24. Manage, support, coach, and train staff.
25. Follow all established policies and procedures.
26. Perform other duties and projects as assigned.
Now Requirements/Qualifications/Skills: "What You’ll Bring". Let's extract:
"5 years of related work experience in treasury management or operations required.Intermediate knowledge of related state and federal banking compliance regulations, bank operational policies and procedures, and bank products and services.Effective organizational and time management skills.Intermediate skills in Microsoft Office Suite.Ability to organize and prioritize workload.Excellent critical thinking and problem-solving skills.Ability to establish peer relationships and communicate effectively with multiple company disciplines, cross-functional teams, and external parties.Ability to apply sound judgment, solve problems effectively, and consistently identify fraudulent activity.Detail-oriented and process-oriented approach.Supervisory or team lead experience of 1-2 years preferred.High school diploma or equivalent required."
We need to split into list items. Some sentences lack spaces after periods. Let's split:
1. 5 years of related work experience in treasury management or operations required.
2. Intermediate knowledge of related state and federal banking compliance regulations, bank operational policies and procedures, and bank products and services.
3. Effective organizational and time management skills.
4. Intermediate skills in Microsoft Office Suite.
5. Ability to organize and prioritize workload.
6. Excellent critical thinking and problem-solving skills.
7. Ability to establish peer relationships and communicate effectively with multiple company disciplines, cross-functional teams, and external parties.
8. Ability to apply sound judgment, solve problems effectively, and consistently identify fraudulent activity.
9. Detail-oriented and process-oriented approach.
10. Supervisory or team lead experience of 1-2 years preferred.
11. High school diploma or equivalent required.
We could also separate into Requirements, Qualifications, Skills sections but we can combine under one heading like "Requirements" or "Qualifications". The instruction: Prefer a few substantive sections over many thin ones. So we can have one section for Requirements/Qualifications/Skills combined. Choose heading "Requirements". Or "Qualifications". Which is better? The content includes experience, knowledge, skills, education. Could be "Requirements". We'll use
Requirements
and list items. Now Benefits: "How We’ll Support You". Content: "Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting. Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flex