Treasury Management Operations Lead - Onboarding

Banc of California, Inc.; Gardena (CA); On-site; USD 32,000 - 49,000; Full time

Benefits offered by this job

401k match

Medical insurance

Dental insurance

Vision insurance

Paid time off

Tuition reimbursement

Mentorship program

LinkedIn Learning access

Job summary

Banc of California, Inc. is seeking a Treasury Management Operations Officer to onboard and maintain Treasury Management products and services, ensuring service levels and compliance.

The role supports both internal teams and customers, resolving escalations and contributing to process improvements. You will collaborate with multiple departments, prepare training materials, and contribute to reporting while maintaining accuracy and adherence to policies.

Qualifications

• Minimum of 4 years of experience supporting Treasury Management Services.
• Minimum of 2 years of banking experience.
• Supervisory or team lead experience of 2-3 years is preferred.
• High school diploma or equivalent required.

Responsibilities

• Process onboarding and maintenance requests for Treasury Management products and services.
• Respond to internal and external inquiries, including assisting with customer service escalations.
• Serve as a subject matter expert in all Treasury Management Operations (TMO) functions.
• Ensure tasks are completed within established Service Level Agreements.
• Perform quality assurance reviews, including reviewing daily reports and transactions for accuracy and compliance with established policies and procedures.
• Provide support in developing procedures, creating job aids, and preparing training materials.
• Support department statistics and reporting.
• Provide support for escalated matters pertaining to TMO, including direct communication with customers, and ensure issues are resolved timely.
• Handle complex requests, sweep accounts, and daily Treasury Management (TM) Tracker Cases.
• Collaborate with other departments to resolve issues and complete Treasury Management tasks.
• Evaluate processes to identify optimization opportunities and efficiencies and improve overall productivity and accuracy.
• Support management by coordinating daily team operations, efficiently delegating tasks, and delivering on-the-job training as required.
• Participate in and/or lead projects and initiatives under the guidance of Management.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

Skills

Treasury Management

Banking experience

Supervisory experience

High school diploma

Education

High school diploma or equivalent

Job description

Banc of California, Inc. is seeking a Treasury Management Operations Officer to onboard and maintain Treasury Management products and services, ensuring service levels and compliance.

The role supports both internal teams and customers, resolving escalations and contributing to process improvements. You will collaborate with multiple departments, prepare training materials, and contribute to reporting while maintaining accuracy and adherence to policies.