Operations Specialist - PNC Wealth Management

PNC BankCleveland, OH
8d$37,000 - $63,500Onsite

About The Position

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. The position will primarily be based at our 1900 E. 9th Street location. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description 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. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Requirements

  • Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
  • 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.

Nice To Haves

  • Accountability
  • Customer Solutions
  • Ensure Compliance
  • Personal Initiative
  • Process Improvements
  • Results-Oriented
  • Risk Mitigation Strategies
  • Standard Operating Procedure (SOP)
  • Accuracy and Attention to Detail
  • Effective Communications
  • Managing Multiple Priorities
  • Operational Functions
  • Problem Solving
  • Process Management
  • Products and Services
  • Standard Operating Procedures

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

  • PNC offers a comprehensive range of benefits to help meet your needs now and in the future.
  • Depending on your eligibility, options for full-time employees include: 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.
  • In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 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.
  • To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards .
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