Operations Work Lead Senior - PNC Wealth Management

PNC BankCleveland, OH
Onsite

About The Position

Oversees operations workflow and assists team with executing complex transactions/processes. Monitors and coordinates operations workflow and resolves escalated issues. May process and/or reconcile transactions of moderate to high risk and financial value in accordance with established policies and procedures. Partners internally to identify, resolve, and provide guidance regarding escalations. May interact with external customers and third parties in completing transactions or resolving escalated issues. Coaches team members and provides applicable training. Leads team huddles/meetings and/or continuous improvement sessions. Provides input on team member performance and development. Provides consultation and advice to internal and external customers. Reviews existing processes and drives improvements/implementation. Updates standard operating procedures. Participates in and serves as subject matter resource for projects. 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. Verifies completeness and accuracy of procedures. 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

  • 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.
  • 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)

Nice To Haves

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

Responsibilities

  • Oversees operations workflow and assists team with executing complex transactions/processes.
  • Monitors and coordinates operations workflow and resolves escalated issues.
  • May process and/or reconcile transactions of moderate to high risk and financial value in accordance with established policies and procedures.
  • Partners internally to identify, resolve, and provide guidance regarding escalations.
  • May interact with external customers and third parties in completing transactions or resolving escalated issues.
  • Coaches team members and provides applicable training.
  • Leads team huddles/meetings and/or continuous improvement sessions.
  • Provides input on team member performance and development.
  • Provides consultation and advice to internal and external customers.
  • Reviews existing processes and drives improvements/implementation.
  • Updates standard operating procedures.
  • Participates in and serves as subject matter resource for projects.
  • 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.
  • Verifies completeness and accuracy of procedures.

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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