Operations Analyst Senior - PNC Wealth Management

PNC Bank•Cleveland, OH

1d•Onsite

About The Position

As an Operations Analyst Senior in PNC’s Wealth Management organization, the employee executes routine and complex transactions and processes of varying risk and financial value using standard policies and procedures. The role may focus on specialized products or functional areas, identify and address exceptions, and serve as an escalation point for complex transactions. It partners with internal service partners and may interact with external customers to complete transactions, ensuring necessary materials and documentation are available and applicable equipment is operational. The employee provides consultation and advice to internal and external customers, may review processes and recommend or help implement improvements, and may participate in process-improvement projects as a subject matter resource. The role may also assist with training and onboarding new hires, review transactions and documents for completeness, accuracy, service-level compliance, and adherence to applicable policies and procedures, and participate in risk mitigation activities. The position is based in Cleveland, Ohio, or Pittsburgh, Pennsylvania. PNC describes itself as an in-office company and encourages candidates to confirm workplace expectations with their recruiter and hiring manager. Employment visa sponsorship and STEM OPT participation are not available for this position.

Requirements

Typically requires an associate degree or equivalent and related experience or product knowledge.
Typically requires at least 3 years of experience.
A comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
Demonstrate appropriate knowledge, skills, and abilities for the role.
Required competencies include accuracy and attention to detail, effective communications, managing multiple priorities, operational functions, problem solving, process management, products and services, and standard operating procedures.

Nice To Haves

Preferred skills include accountability, customer solutions, ensuring compliance, personal initiative, process improvements, results orientation, 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 as assigned.
Identify and address exceptions; serve as an escalation point for complex transactions when needed.
Partner with internal service partners to route calls, documents, and other action items to complete transactions.
Interact with external customers as needed to complete transactions.
Ensure appropriate materials and documentation are available to complete transactions.
Confirm equipment is operational, if applicable.
Provide consultation and advice to internal and external customers.
Review existing processes, recommend improvements, and assist with implementation when needed.
Participate in process-improvement projects and may serve as a subject matter resource.
Assist with training and onboarding new hires when needed.
Review transactions and related documents for completeness, accuracy, service-level compliance, and conformance with applicable policies and procedures.
Participate in risk mitigation activities.
Focus on customer needs and satisfaction when making business decisions and developing customer solutions.
Assess and manage risks associated with business objectives and activities in accordance with PNC’s Enterprise Risk Management Framework.

Benefits

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