PNC · 6 hours ago
Operations Specialist - PNC Wealth Management
OH - Cleveland (44114)
Full-time
Onsite
Entry Level
$37K/yr - $64K/yr
1+ years expPNC is a leading financial services company, and they are seeking an Operations Specialist within PNC Wealth Management. The role involves executing complex transactions, providing consultation to customers, and participating in process improvements while ensuring compliance with established policies.
BankingFinanceFinancial Services
No H1B
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
Qualification
Required
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
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
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
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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