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PNC · 1 month ago

Operations Analyst Senior - PNC Wealth Management

Cleveland, OH

Full-time

Onsite

Mid, Senior Level

$31K/yr - $52K/yr

3+ years exp

PNC is a company that values its people as a key differentiator in the market. As an Operations Analyst Senior within PNC Wealth Management, you will execute complex transactions, provide consultation to customers, and participate in process improvement projects.

BankingFinanceFinancial Services

No H1B

Responsibilities

Executes complex transactions/processes utilizing standard procedures. May have specific responsibility for one or multiple specialized products or functional areas

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

Process ImprovementsRisk Mitigation StrategiesCustomer SolutionsStandard Operating Procedure (SOP)AccuracyManaging Multiple PrioritiesOperational FunctionsProcess ManagementProductsServicesEffective CommunicationsProblem SolvingAttention to Detail

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

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

Accuracy and Attention to Detail

Effective Communications

Managing Multiple Priorities

Operational Functions

Problem Solving

Process Management

Products and Services

Standard Operating Procedures