Operations Analyst Senior - Wealth Management

PNC•Pittsburgh, PA

2d•$37,500 - $62,500•Onsite

About The Position

At PNC, employees work together to deliver a strong customer experience in an inclusive workplace. This Operations Analyst Senior role is within PNC Wealth Management and is based in Cleveland, Ohio. PNC describes itself as an in-office company and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. PNC will not provide employment visa sponsorship or participate in STEM OPT for this position. The role executes routine and complex transactions and processes of varying risk and financial value, following standard policies and procedures. It may have responsibility for specialized products or functional areas, act as an escalation point for complex transactions, and partner with internal service teams or external customers to complete transactions. The analyst helps ensure required materials, documentation, and, where applicable, operational equipment are available. The position also provides consultation and advice to internal and external customers, recommends and assists with implementing process improvements, and may contribute as a subject matter resource to improvement projects. It may include training and onboarding new hires, reviewing transactions and documents for completeness, accuracy, service-level compliance and adherence to policies, and participating in risk mitigation activities. PNC expects employees to focus on customer needs and effectively manage risks in accordance with its Enterprise Risk Management Framework.

Requirements

Typically requires an associate degree or equivalent and related experience or product knowledge; a comparable combination of education, job-specific certifications, and experience (including military service) may be considered in lieu of a degree.
Typically requires 3 or more years of experience.
Demonstrate appropriate knowledge, skills, and abilities for the role.
Preferred skills include accountability, customer solutions, ensuring compliance, personal initiative, process improvement, results orientation, risk mitigation strategies, and standard operating procedures.
Competencies include accuracy and attention to detail, effective communication, managing multiple priorities, operational functions, problem solving, process management, products and services, and standard operating procedures.
No required certifications.
No required licenses.

Nice To Haves

Preferred skills: accountability, customer solutions, ensuring compliance, personal initiative, process improvements, results-oriented approach, risk mitigation strategies, and standard operating procedures.

Responsibilities

Execute routine and complex transactions and processes of varying risk and financial value using standard policies and procedures.
Handle one or more specialized products or functional areas, where applicable.
Identify and address exceptions and serve as an escalation point for complex transactions, as needed.
Partner with internal service partners to route calls, documents, and other action items needed to complete transactions.
Interact with external customers to complete transactions, as applicable.
Ensure materials and documentation needed to complete transactions are available and confirm equipment is operational, if applicable.
Provide consultation and advice to internal and external customers.
Review existing processes, recommend improvements, and assist with implementation.
Participate in process improvement projects and may serve as a subject matter resource.
Assist with training and onboarding new hires, as needed.
Review transactions and related documents for completeness, accuracy, service-level compliance, and conformance with applicable policies and procedures, as needed.
Participate in risk mitigation activities.
Prioritize customer needs and manage risks in alignment with PNC's Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, with a Health Savings Account feature, depending on eligibility.
Dental and vision options, depending on eligibility.
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 and elder care.
Adoption, surrogacy, and doula reimbursement.
Educational assistance, including select programs that are fully paid.
Wellness program with financial incentives.
Maternity and/or parental leave, depending on eligibility.
Up to 11 paid holidays each year, depending on eligibility.
9 occasional absence days each year, unless otherwise required by law, depending on eligibility.
15 to 25 vacation days each year depending on career level and years of service, depending on eligibility.