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PNC · 7 hours ago

Operations Work Lead Senior - PNC Wealth Management

OH - Cleveland (44114)

Full-time

Onsite

Mid, Senior Level

$37K/yr - $67K/yr

1+ years exp

PNC is a financial services company focused on delivering exceptional customer experiences. As an Operations Work Lead Senior within PNC Wealth Management, you will oversee operations workflow, assist with complex transactions, and provide guidance to team members while ensuring compliance with established policies.

BankingFinanceFinancial Services

No H1B

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

Qualification

Risk Mitigation StrategiesProcess ImprovementsPeople ManagementStandard Operating Procedure (SOP)Effective CommunicationsAccountabilityAccuracyManaging Multiple PrioritiesProblem Management ProcessOperational FunctionsProcess ManagementProductsServicesPersonal InitiativeResults-OrientedAttention to Detail

Required

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

Bachelors