VP, Treasury Operations Onboarding Manager
About the Company
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. As one of the nation’s premier relationship-based business banks, it provides banking and treasury management services to small, middle market, and venture-backed businesses. The bank offers a broad range of loan and deposit products through a network of full-service branches, regional offices, and digital capabilities. It also provides full-service payment processing solutions and serves the Community Association Management industry nationwide through its SmartStreet™ platform. Banc of California supports local communities via the Banc of California Charitable Foundation and partnerships promoting financial literacy, job training, small business support, and affordable housing.
The company fosters an environment where entrepreneurial thinking, accountability, and operational excellence are expected. Team members are empowered to take ownership, make informed decisions, and drive meaningful impact.
About the Role
The VP, Treasury Operations Onboarding Manager is responsible for the overall leadership, oversight, and execution of the Bank’s Treasury Management Operations (TMO) department. This role manages multiple Treasury Services functions and leaders, ensuring operational excellence, strong risk controls, regulatory compliance, and high-quality client experience.
Responsibilities
- Leadership & Team Management
- Provide direct leadership to a multi-layered team responsible for Investment Sweep Accounts, ACH Origination, Business Online Banking, and FTP integrations.
- Set clear expectations and accountability for managers and staff supporting Treasury Operations.
- Direct, monitor, and evaluate the performance of Managers and operational staff.
- Oversee hiring, onboarding, training, and professional development across Treasury Management Operations.
- Prepare and deliver performance evaluations, goal planning, coaching, and corrective action as needed.
- Serve as an escalation point for complex operational, client, or risk-related issues.
- Support senior management with data-driven insights for strategic planning and decision-making.
- Operational Oversight & Service Delivery
- Lead a team responsible for delivering accurate, timely implementations and ongoing support for Treasury Products and Services while meeting service level and quality standards.
- Review performance metrics, trends, and exceptions; implement corrective actions where necessary.
- Risk Management, Compliance & Controls
- Maintain overall accountability for Treasury Services risk management, including operational risk identification and mitigation.
- Provide end-to-end oversight of the ACH Origination program, including client onboarding, ongoing monitoring, and renewals. Ensure compliance with NACHA Rules, Bank policies, and applicable regulatory requirements while monitoring key risk indicators.
- Oversee online banking fraud investigations and resolutions, including initial assessment, coordination with internal partners, documentation review, and escalation of findings.
- Oversee the development, review, and maintenance of department policies, procedures, and control documentation.
- Ensure department compliance with Bank policies, regulatory requirements, and vendor management standards.
- Serve as the primary owner for Treasury Management Operations audits, ensuring timely and accurate responses to audit requests and execution of remediation plans.
- Apply consistent, sound decision-making within assigned approval limits and use escalations as development opportunities for staff.
- Process Improvement & Strategic Initiatives
- Develop, enhance, and maintain internal processes and technology workflows with a focus on continuous improvement and innovation related to the onboarding and servicing of Treasury Products and Services.
- Collaborate with internal partners and external vendors to drive process improvement initiatives.
- Identify opportunities to streamline, automate, or restructure TMO processes to improve efficiency and reduce risk.
- Support product implementations, system conversions, and strategic initiatives impacting Treasury Services.
- Recommend enhancements to existing products and service models to improve scalability and client experience.
- Management Reporting & Governance
- Design and manage volume-based metrics to support workforce planning and guide operational and strategic priorities.
- Monitor key indicators related to volume, errors, exceptions, client impacts, and SLA adherence.
- Ensure management reporting accurately reflects operational performance and risk posture.
- Involvement in interviewing and hiring decisions.
- Prepare and deliver employee performance evaluations, goal planning, and counseling.
- Manage, support, coach, and train employees.
- Follow all established policies and procedures.
- Perform other duties and projects as assigned.
Requirements
- Minimum 8 years of relevant back-office banking experience, with a focus on Business Online Banking and ACH Origination operations.
- 5 years’ experience in risk management, fraud prevention, or operational controls within treasury management or commercial banking preferred.
- Advanced knowledge of Treasury Management products and services.
- Strong customer service orientation with a focus on client protection and experience.
- Excellent written and verbal communication skills.
- Exceptional organizational skills with the ability to manage multiple priorities and deadlines.
- High attention to detail and strong analytical judgment.
- High School diploma or equivalent required.
Benefits
- Financial Security
- Eligibility to participate in the company’s 401k plan with a company match and immediate vesting.
- Health & Well-Being
- Comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, and long-term disability.
- Pre-tax Health Savings Account (HSA) with employer contributions.
- Pre-tax Flexible Spending Account (FSA).
- Building & Supporting Your Family
- Adoption, surrogacy, and fertility assistance.
- Paid parental leave and family support solutions, including care options.
- Paid Time Away
- Paid vacation days, holidays, and volunteer time off.
- Career Growth Opportunities
- Tuition reimbursement.
- Annual mentorship program and leadership development resources.
- Access to LinkedIn Learning.
Pay
The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, and abilities of the applicant in alignment with market data and other factors.