IT LEADERSHIP · BANKING TECHNOLOGY

Joel
Horner

Strategy in mind.
Hands on the technology.

I connect business priorities with the systems,
security, and automation that make them work.

Explore my workGet to know me
VP OF IT OPERATIONS

West Coast Community Bank

APTOS, CALIFORNIA

01 / THE PERSON BEHIND THE SYSTEMS

About me.

My career started on the
front lines of banking.

I began as a Personal Banker at Wells Fargo in 2011, then worked with business clients at Lighthouse Bank and Golden 1 Credit Union. In late 2017, I moved into IT at the help desk. From there, I progressed through help desk and systems administration to technology leadership.

Today, I’m Vice President of IT Operations at West Coast Community Bank, formerly Santa Cruz County Bank. That path gives me a perspective shaped by the customer, employee, operational, and technology sides of banking.

I partner with leadership and business teams on modernization, integrations, and automation, while staying hands-on with the systems that support their work. My focus is turning inefficient or repetitive processes into secure, scalable solutions.

My career so far

02 / WHERE I FOCUS

A broader perspective.
A hands-on approach.

Connecting the systems, processes, and people
that keep an organization moving.

01

Infrastructure
& identity

Reliable platforms and connected identities across on-premises and cloud environments.

  • Microsoft 365 & Azure
  • Entra ID & Active Directory
  • Intune & endpoint management
  • Exchange Online & cloud migrations
  • Certificate services & hybrid identity
02

Security
& governance

Practical security operations and thoughtful controls in a regulated banking environment.

  • Endpoint protection & response
  • Vulnerability remediation
  • Conditional Access, MFA & investigations
  • Purview, eDiscovery & legal holds
  • Business continuity & disaster recovery
  • AI policy & governance
03

Automation
& integration

Scripts, workflows, and integrations that turn repetitive processes into dependable operations.

  • PowerShell, SQL & Microsoft Graph
  • Azure Automation & HubSpot
  • Nintex, APIs & unattended RPA
  • SharePoint & DocuSign
  • AI & Microsoft Copilot
04

Operations
& leadership

Business priorities translated into clear plans, accountable execution, and better service.

  • IT strategy & service management
  • Vendor management & team development
  • M&A integrations & change management
  • Branch technology & deployments
  • Fiserv Precision & Treasury Management

03 / SELECTED WORK

Built to make
a difference.

A few examples of turning complex technology
and business requirements into working solutions.

11branches equipped with
teller cash recyclers
2acquired banks’ users
and systems migrated
<1 monthto open a new office
using branch in a box

MODERNIZATION ACROSS THE BANK

From integrations to the teller line.

01 / INTEGRATION & CLOUD

Bringing people and systems together.

Migrated all users and systems from 1st Capital Bank and Lighthouse Bank through mergers and acquisitions. Also led the move from on-premises Exchange to Microsoft 365.

Ongoing work includes helping lead the transition from legacy infrastructure and on-premises Active Directory toward Azure, Entra ID, and Intune.

02 / BRANCH OPERATIONS

Modernizing the teller experience.

Deployed teller cash recyclers (TCRs) across all 11 branches and converted the bank from end-of-day check capture to teller capture at each teller station.

Technology changes designed around how branch teams work with customers and process transactions.

03 / COLLABORATION

A shared home for the whole bank.

Created the company intranet as a central place for employees across the bank to communicate ideas and share files.

A common platform connecting people, information, and day-to-day collaboration.

04 / RAPID DEPLOYMENT

A new office in less than a month.

Helped open a brand-new office in under a month using a branch-in-a-box approach.

Brought branch technology deployment into a focused delivery effort to get the new location operational.

FEATURED PROJECT / DATA MIGRATION

From legacy records
to usable information.

Built a PowerShell and SQL pipeline to match CreditQuest records with customer files, then move the document collection to SharePoint using the SharePoint Migration Tool.

PowerShellSQLSharePointSPMT
Inside the project

The migration brought structure to a large collection of legacy documents by connecting source records, files, and customer relationships before transfer.

My work centered on the matching pipeline, organizing the migration data, and the SharePoint transfer process.

CREDITQUEST / SHAREPOINT

652Kfiles in the migration scope
208Krecords matched
3,958customers represented
  1. 01 Inventory
  2. 02 Match
  3. 03 Migrate
01WORKFLOW DESIGN

From PDFs to
complete workflows.

Converted banking operations and loan operations PDF forms into full customer-facing and employee-facing workflows, connecting submissions with the actions needed to process them.

25+Treasury Management PDFs
targeted for consolidation
NintexSharePointDocuSign
Explore the work

The broader work covers banking operations, loan operations, and Treasury Management, with tailored experiences for customers and employees.

The Treasury Management workflow connects intake, manager approval, document generation, DocuSign signatures, and centralized storage. Conditional sections, entity-specific document requirements, and validation support consistent submissions.

The original Treasury workflow completed an end-to-end validation. Further enhancements include AI-assisted review of submitted information and documents, with testing and signature-flow refinement continuing.

02ROBOTIC PROCESS AUTOMATION

Core banking.
Less repetitive work.

Built Nintex/Kryon bots for Fiserv Precision account opening and maintenance, with checkpoints, exception handling, and per-record execution logs.

1,000+account & CIF records
processed through RPA
Nintex RPAFiservExcel
Explore the work

Excel-driven batches, restart logic, and structured logs made it possible to track progress and handle exceptions during operational work.

Cumulative RPA work now covers 1,000+ account and CIF records. Earlier completed batches included 314 officer-code updates in one run and 92 DDA and loan account updates. Access-restricted CD exceptions were routed for separate handling.

03CLOUD INTEGRATION

Employee data.
Kept in sync.

Implemented an Entra ID-to-HubSpot integration using Azure Automation and Microsoft Graph to maintain employee contact information and active status.

228employee records
processed in a sync run
AzureGraph APIHubSpot
Explore the work

The integration reads an employee group in Entra ID and updates contact records and status in HubSpot.

A documented run included 10 activations and two inactivations. The Azure Automation runbook was subsequently configured for a daily schedule.

BUSINESS FIRST. TECHNOLOGY WITH PURPOSE.

Understand the work.
Build what helps.

I work at the intersection of IT and business operations, using automation, AI, cloud technology, and system integration to improve how work gets done. I still enjoy the hands-on work, from writing scripts and investigating security issues to designing workflows with the teams who use them.

View my experience

04 / THE PATH SO FAR

Banking roots.
Technology
leadership.

A career built on curiosity,
responsibility, and getting things done.

FEB 2025 – PRESENT

VP of IT Operations

West Coast Community Bank

Lead IT operations strategy, infrastructure, vendor management, team development, and technology modernization. Partner with executive leadership and business teams on security, automation, and the bank’s operational needs.

DEC 2019 – APR 2025

Assistant Vice President,
Information Technology

West Coast Community Bank

Technical and operational responsibilities spanning systems administration, infrastructure, service delivery, and user support.

AUG 2018 – DEC 2019

IT Desktop Technician

Golden 1 Credit Union · Promotion

Supported employees and vendors through desktop troubleshooting, device deployment, workstation imaging, WSUS, and PowerShell. Administered RSA remote access and supported routers, DHCP reservations, ATMs, printers, and branch terminals.

OCT 2017 – AUG 2018

Help Desk Coordinator

Golden 1 Credit Union · Promotion

Moved into IT, providing first-line technical support across the credit union. Resolved application, hardware, printer, and network issues while auditing role-based access and delegated permissions.

MAY 2016 – OCT 2017

Member Solutions Specialist

Golden 1 Credit Union

Selected to help open the flagship open-concept branch, supporting members across transactions, account maintenance, loans, and trusts in a pilot environment with new lobby-management technology.

NOV 2013 – MAY 2016

Business Banker

Lighthouse Bank

Worked with local businesses and developed a practical understanding of the banking processes I now help improve through technology.

2011 / CAREER START

Personal Banker

Wells Fargo

Began on the front lines of banking, building the customer-service and operational perspective that continues to shape my approach to technology.

05 / ALWAYS BUILDING

Curiosity doesn’t
clock out.

Outside of technology, I’m a father, guitarist, songwriter, and recording musician. From 2004 to 2010, I toured internationally as a professional musician, and I still spend much of my free time writing and recording music.

I also build personal software projects, exploring new ways to turn an idea into something useful.

PERSONAL PROJECTIN DEVELOPMENT

FinallyPass.

A certification study app exploring focused practice, clear explanations, and accessible learning tools for technical learners.

Explore FinallyPass

06 / RÉSUMÉ

Experience,
in detail.

IT operations leadership grounded in banking. Explore my experience in infrastructure, cloud modernization, security, M&A integration, and business automation.

JOEL HORNER / RÉSUMÉDownload PDF Download Word

Two pages. Full experience and technical skills.

Read my résumé

Joel Horner

IT Operations and Technology Leadership

Aptos, CA | joelfhorner@gmail.com | joelhorner.com

Professional Summary

Vice President of IT Operations with financial-services experience since 2011 and progressive IT responsibility since 2017. Combines infrastructure and security leadership with hands-on delivery of bank acquisitions, cloud migrations, branch technology, and workflow automation. Translates business requirements into reliable systems and practical improvements for customers and employees.

Core Competencies

IT Strategy and Operations | Infrastructure Modernization | M&A Integration | Vendor Management | Team Development | Microsoft 365 and Azure | Identity and Endpoint Management | Cybersecurity Operations | Workflow Automation and RPA | Banking Technology | Business Continuity

Professional Experience

West Coast Community Bank formerly Santa Cruz County Bank

Vice President of IT Operations | Feb 2025 - Present

Assistant Vice President Information Technology | Dec 2019 - Apr 2025

  • Lead IT operations, infrastructure modernization, vendor coordination, and team development; partner with executive leadership and business units on technology strategy and operational priorities.
  • Migrated all users and systems from 1st Capital Bank and Lighthouse Bank through M&A integrations, and led the migration from on-premises Exchange to Microsoft 365.
  • Deployed teller cash recyclers across all 11 branches and converted end-of-day check capture to teller capture at each teller station.
  • Helped open a new office in less than one month using a branch-in-a-box approach; created the company intranet for bank-wide communication, idea sharing, and file collaboration.
  • Converted banking and loan operations PDFs into customer-facing and employee-facing workflows. Designed a Treasury Management process integrating Nintex, SharePoint, approvals, document generation, and DocuSign.
  • Built RPA solutions for Fiserv Precision, processing 1,000+ account and customer information file (CIF) records across automation work, with checkpoints, exception handling, and execution logs.
  • Built a PowerShell and SQL migration pipeline matching 208,000 records and 652,000 files across 3,958 customers; migrated the document collection to SharePoint using SPMT.
  • Implemented Entra ID-to-HubSpot synchronization with Azure Automation and Microsoft Graph, processing 228 employee records and automating contact-status maintenance.
  • Help lead modernization toward Azure, Entra ID, and Intune; support endpoint protection, vulnerability remediation, identity controls, security investigations, and Microsoft 365 compliance operations.
  • Apply AI and Microsoft Copilot to research, troubleshooting, workflow design, and process improvement, with ongoing development of AI-assisted document review.

Earlier Experience

Golden 1 Credit Union | Sacramento CA

IT Desktop Technician | Aug 2018 - Dec 2019

  • Promoted to desktop support, providing in-person consultation, training, and technical troubleshooting for employees and vendors.
  • Deployed and supported laptops, desktops, and iPhones; administered RSA remote access and supported workstation imaging, WSUS updates, and PowerShell-based maintenance.
  • Supported branch infrastructure by replacing routers, creating DHCP reservations, and upgrading ATMs, printers, and terminals; used PuTTY and SSH to configure terminal and printer mappings in VMS.

Help Desk Coordinator | Oct 2017 - Aug 2018

  • Promoted into IT, delivering first-line support across the credit union for application access, passwords, hardware, printers, and network issues.
  • Audited role-based access and delegated permissions while resolving service requests and supporting a consistent employee experience.

Member Solutions Specialist | May 2016 - Oct 2017

  • Selected to help open Golden 1’s flagship open-concept branch, supporting members across teller transactions, account maintenance, loans, and trusts in a pilot environment with new lobby-management technology.

Lighthouse Bank | Santa Cruz CA

Business Banker | Nov 2013 - May 2016

  • Built relationships with local businesses and supported their banking needs, developing the operational and customer perspective that informs subsequent technology leadership.

Wells Fargo

Personal Banker | Career began 2011

  • Established a foundation in customer service, banking operations, and financial-services delivery.

Technical Skills

Cloud and identity: Microsoft 365, Exchange Online, Azure, Entra ID, Active Directory, Entra Connect, Intune, Conditional Access, MFA, AD Certificate Services.

Automation and integration: PowerShell, SQL, Microsoft Graph, Azure Automation, APIs, Nintex Workflow Cloud, Nintex/Kryon RPA, SharePoint, DocuSign, HubSpot, Microsoft Copilot.

Security and operations: SentinelOne, Arctic Wolf, Tenable, Microsoft Purview, eDiscovery, legal holds, Veeam, Fiserv Precision, Citrix, Zoom, GlobalProtect, SCCM, WSUS, RSA, ServiceNow.

Education

Computer science studies | Cabrillo College

Additional Background

International touring musician, 2004-2010. Guitarist, songwriter, and recording musician with continued creative work outside technology.