VP, Treasury Operations Onboarding Manager

Banc of California • Escondido, CA

7d

About The Position

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. The Manager leads teams responsible for Investment Sweep Accounts, ACH Origination, Business Online Banking onboarding, maintenance and support, automated sweeps, tier 2 support for Treasury Management Services team and hands other integrations (i.e. Secure File Transfer Protocol). This position is responsible for audit readiness, management reporting, and continuous process improvement. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.

Requirements

• Minimum 8 years of relevant back-office banking experience, with a focus on Business Online Banking and ACH Origination operations
• Advanced knowledge of Treasury Management products and services
• Strong customer service orientation with a focus on client protection and experience required
• 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

Nice To Haves

• 5 years’ experience in risk management, fraud prevention, or operational controls within treasury management or commercial banking preferred

Responsibilities

• 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.
• Lead a team responsible for delivering accurate, timely implementations and ongoing support for Treasury Products and Services, while consistently meeting established service level and quality standards.
• Review performance metrics, trends, and exceptions; implement corrective actions where necessary.
• 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 actively monitoring key risk indicators.
• Provide oversight of online banking fraud investigations and resolutions, including initial assessment, coordination with internal partners, documentation review, and escalation of findings and recommended actions in line with established procedures.
• Oversee the development, review, and ongoing 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.
• Ensure timely, 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.
• 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.
• 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.
• Involved with 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.

Benefits

• company 401k plan which includes a company match and immediate vesting
• comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability
• pre-tax Health Savings Account with employer contributions
• pre-tax Flexible Spending Account (FSA)
• adoption, surrogacy, and fertility assistance
• paid parental leave and family support solutions including care options for your family
• paid vacation days, holidays, and volunteer time off
• tuition reimbursement
• an annual mentorship program
• leadership development resources
• access to LinkedIn Learning

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED