Operations Analyst Senior - PNC Wealth Management

PNC•Cleveland, OH

2d•$37,500 - $62,500•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, following standard policies and procedures. The role may focus on one or more specialized products or functional areas and is based in either Cleveland, Ohio, or Pittsburgh, Pennsylvania. PNC describes itself as an in-office company and encourages candidates to confirm workplace expectations with the recruiter and hiring manager. The employee identifies and addresses exceptions, may escalate complex transactions, and works with internal service partners to route calls, documents, and other action items needed to complete transactions. The role may also involve interacting with external customers, advising internal and external customers, reviewing and recommending process improvements, participating in process-improvement projects, and helping train and onboard new hires. Depending on the work assigned, the employee may review transactions and documents for completeness, accuracy, service-level compliance, and adherence to applicable policies and procedures, and may participate in risk-mitigation activities. PNC emphasizes customer focus and effective management of business risks in accordance with its Enterprise Risk Management Framework. The position requires an associate degree or equivalent and typically at least three years of experience; a comparable combination of education, job-specific certifications, and experience may be considered instead of a degree. No certifications or licenses are required. The stated base salary range is $37,500 to $62,500, with variation based on geography, market data, skills, experience, and education. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

Associate degree or equivalent, or a comparable combination of education, job-specific certification(s), and experience, including military service, in lieu of a degree.
Typically requires 3 or more years of experience; related experience or product knowledge is needed to accomplish primary duties.
Demonstrate appropriate knowledge, skills, and abilities for the role.
Demonstrate accuracy and attention to detail, effective communication, ability to manage multiple priorities, problem solving, process management, operational functions, product and service knowledge, and knowledge of standard operating procedures.
Demonstrate customer focus and effective risk management.
No required certifications.
No required licenses.

Nice To Haves

Accountability.
Customer solutions.
Ensuring compliance.
Personal initiative.
Process improvement.
Results-oriented approach.
Risk-mitigation strategies.
Standard operating procedure (SOP) knowledge.

Responsibilities

Execute routine and complex transactions and processes of varying risk and financial value, following standard policies and procedures.
Identify and address exceptions and serve as a point of escalation 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 and confirm equipment is operational when applicable.
Provide consultation and advice to internal and external customers.
Review processes, recommend improvements, and assist with implementation as appropriate.
Participate in process-improvement projects and potentially serve as a subject matter resource for them.
Assist with training and onboarding new hires as needed.
Review transactions and related documents for completeness, accuracy, service-level conformance, and compliance with applicable policies and procedures as assigned.
Participate in risk-mitigation activities as needed.
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 support of PNC’s Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, with a Health Savings Account feature, for eligible full-time employees.
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 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.
Nine occasional absence days each year, unless otherwise required by law, depending on eligibility.
Between 15 and 25 vacation days each year, depending on career level and years of service.