PNC · 1 month ago
Operations Analyst Senior - PNC Wealth Management
Cleveland, OH
Full-time
Onsite
Mid, Senior Level
$31K/yr - $52K/yr
3+ years expPNC is a financial services company that values its people as its greatest differentiator. As an Operations Analyst Senior within PNC Wealth Management, you will be responsible for executing complex transactions and processes, providing consultation and advice to customers, and participating in process improvement projects.
BankingFinanceFinancial Services
No H1B
Responsibilities
Executes complex transactions/processes utilizing standard procedures
Processes and/or reconciles complex transactions of varying risk and financial value in accordance with established policies and procedures
Identifies and addresses exceptions and 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
May interact with external customers to complete transactions
Ensures the appropriate materials, documentation and capacity are available to complete transactions
Confirms equipment is operational, if applicable
Provides consultation and advice to internal and external customers
Reviews existing processes, recommends improvements and may assist with implementation
Participates in and may serves as a subject matter resource for process improvement projects
May assist in training and onboarding of new hires
Reviews transactions and related documents and verifies work processes to ensure completeness, accuracy and conformance to established service levels and applicable policies and procedures
May review reports to identify exceptions, monitor quality and ensure compliance
May participate in risk mitigation activities
Qualification
Required
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role
Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties
Typically requires 3+ years experience
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
Preferred
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
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
Company
PNC
PNC is a financial service company providing bank deposits products and services to its community.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1975-11-17IPO
Leadership Team
Keith Hayes
SVP, PNC Aviation Finance
M
Michael Gaber
Senior Vice President - Originations
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