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Treasury Services Specialist

Job in Escondido, San Diego County, California, 92025, USA
Listing for: Pacific Western Bank
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Analyst, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

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, Smart Street™. 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!

THE OPPORTUNITY

The primary role of a Treasury Services Specialist is to provide implementation and onboarding to the Bank’s commercial customers for various products and services within the business banking platforms. 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.

HOW YOU’LL MAKE A DIFFERENCE
  • Provide professional and responsive service and troubleshooting assistance to commercial clients utilizing Treasury Management Services including but not limited to:
    • Online/Mobile Banking
    • Positive Pay
    • Remote Deposit
    • Bill Payment
    • Wires
    • Secure File Transfers/Enhanced Reporting functions
  • Work hand-in-hand with internal teams to ensure the clients have an outstanding and reliable experience.
  • Ensure that the implementation and delivery of products and services is completed within agreed upon time frames, adhering to policies, procedures, and regulatory requirements.
  • Process requests for maintenance and modifications to existing products and services.
  • Collaborate with teammates and management in a resourceful and positive manner.
  • Follow all established policies and procedures.
  • Perform other duties and projects as assigned.
WHAT YOU’LL BRING
  • Required:
    • 4
      -5 years’ prior banking experience with advanced knowledge of Treasury Management products
    • Advanced knowledge/experience with customer service support
    • Internally motivated, team-oriented, ability to make decisions, create change, and promote company and personal growth
    • Excellent interpersonal, verbal and written skills
    • Excellent time management and organizational skills
    • Proficient in Microsoft Word and Excel
  • High School diploma or equivalent required
HOW WE’LL SUPPORT YOU
  • 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 Flexible Spending Account (FSA).
  • Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
  • Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
  • Career Growth Opportunities: To support career growth of our team members, we offer…
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