Middle Office Services Specialist Sr

PNCPittsburgh, PA
6d$45,000 - $80,500Onsite

About The Position

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Middle Office Services Specialist within PNC's Customer Account Services Team (CAST) organization you can work in Cleveland, OH or Pittsburgh, PA. This role sits within the Capital Markets Group. As a member of CAST within the COO organization of the Capital Markets line of business, you will work on a variety of tasks associated with opening and maintaining Capital Markets accounts. It will be necessary to understand the business products and the required documentation, regulations, risks, and workflow necessary for each specific account type. Candidates will be required to complete the NFA proficiency exam, as well as have a chance to obtain their FINRA license in order to further their career in Capital Markets. Due to the dynamic nature of the business, one will also be expected to contribute to ad hoc projects and initiatives. The ideal candidate communicates clearly, stays highly organized, and proactively identifies opportunities to improve processes while maintaining strong attention to detail. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Working independently, completes a variety of highly technical, complex, client transactions. Reviews documentation for completeness and accuracy, and interprets information for correct coding and adherence to established policies and procedures. Proactively identifies and manages risk, involving external and internal counsel as needed and other business units throughout PNC. Meets directly with clients and internal and external partners to address and resolve various matters relating to client requests. Serves as point person for all internal partners on all matters pertaining to the middle-office processes for complex client requests. Provides guidance and assistance to other team members. Actively seeks out and engages in continuing education to support skill-building and development of overall knowledge. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Requirements

  • Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience.
  • In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Nice To Haves

  • Corporate Accounting
  • Credit Risk Analysis
  • Decision Making
  • Financial Management
  • Financial Operations
  • Results-Oriented
  • Revenue Recognition
  • Accuracy and Attention to Detail
  • Customer Support Policies, Standards and Procedures
  • Decision Making and Critical Thinking
  • Effective Communications
  • Flexibility and Adaptability
  • Legal Analysis
  • Managing Multiple Priorities
  • Problem Solving

Responsibilities

  • Working independently, completes a variety of highly technical, complex, client transactions.
  • Reviews documentation for completeness and accuracy, and interprets information for correct coding and adherence to established policies and procedures.
  • Proactively identifies and manages risk, involving external and internal counsel as needed and other business units throughout PNC.
  • Meets directly with clients and internal and external partners to address and resolve various matters relating to client requests.
  • Serves as point person for all internal partners on all matters pertaining to the middle-office processes for complex client requests.
  • Provides guidance and assistance to other team members.
  • Actively seeks out and engages in continuing education to support skill-building and development of overall knowledge.

Benefits

  • PNC offers a comprehensive range of benefits to help meet your needs now and in the future.
  • Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
  • In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
  • To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

5,001-10,000 employees

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