Operations Specialist - PNC Wealth Management

PNCPittsburgh, PA
$40,000 - $68,750Onsite

About The Position

Position Overview 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 an Operations Specialist within PNC Wealth Management, you will be based in Cleveland, OH at the 1900 E. 9th Street location. 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.

Requirements

  • Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
  • Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
  • Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program.
  • In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
  • Bachelors
  • No Required Certification(s)
  • No Required License(s)
  • This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

Nice To Haves

  • Accountability
  • Customer Solutions
  • Ensure Compliance
  • Personal Initiative
  • Process Improvements
  • Results-Oriented
  • Risk Mitigation Strategies
  • Standard Operating Procedure (SOP)

Responsibilities

  • Executes complex transactions/processes of moderate to high risk and financial value utilizing standard policies and procedures.
  • May have specific responsibility for one or multiple specialized products or functional areas.
  • Identifies and addresses exceptions.
  • Serves as a point of escalation for complex transactions.
  • Partners internally with service partners to route calls, documents or other action items to complete transactions.
  • Interacts with external customers to complete transactions.
  • Ensures the appropriate materials and documentation are available to complete transactions.
  • Provides consultation and advice to internal and external customers.
  • Reviews existing processes, recommends improvements and drives implementation.
  • Serves as a subject matter resource for process improvement projects.
  • Trains and onboards new hires.
  • Reviews transactions and related documents to verify completeness, accuracy, conformance to established service levels and compliance with applicable policies and procedures.
  • Participates in risk mitigation activities.

Benefits

  • 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
  • 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.
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