Operations Analyst Senior - Wealth Management

PNC Bank•Cleveland, OH

17h•Onsite

About The Position

As an Operations Analyst Senior within PNC Wealth Management, the employee will be based in Cleveland, Ohio and work in PNC’s in-office environment. The role executes routine and complex transactions and processes with varying risk and financial value, using standard policies and procedures. It may focus on one or more specialized products or functional areas and may include interaction with internal service partners and external customers. The position also supports process improvement, risk mitigation, transaction review, and training activities as needed. PNC emphasizes customer focus and effective management of risks in accordance with its Enterprise Risk Management Framework. Applicants should note that PNC will not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

Typically requires an associate degree or equivalent, together with related experience or product knowledge.
Typically requires 3 or more years of experience.
In lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
Demonstrate appropriate knowledge, skills, and abilities for the role.
No required certifications.
No required licenses.

Nice To Haves

Accountability
Customer solutions
Ensuring compliance
Personal initiative
Process improvement
Results orientation
Risk mitigation strategies
Standard operating procedures (SOP)
Accuracy and attention to detail
Effective communications
Managing multiple priorities
Operational functions
Problem solving
Process management
Products and services
Standard operating procedures

Responsibilities

Execute routine and complex transactions and processes of varying risk and financial value using standard policies and procedures.
Identify and address exceptions, and potentially serve as an escalation point for complex transactions.
Partner internally with service partners to route calls, documents, or other action items needed 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 as needed.
Participate in process improvement projects and potentially serve as a subject matter resource.
Assist with training and onboarding of new hires as needed.
Review transactions and related documents for completeness, accuracy, service-level compliance, and conformance with applicable policies and procedures.
Participate in risk mitigation activities.

Benefits

Medical and 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 plan
Stock purchase plan
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
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
15 to 25 vacation days each year, depending on career level and years of service