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Operations Specialist – PNC Investments

Operations Specialist – PNC Investments

CompanyPNC Financial Services
LocationCleveland, OH, USA, Pittsburgh, PA, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelEntry Level/New Grad

Requirements

  • 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.
  • 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.

Responsibilities

  • Executes complex transactions/processes utilizing standard procedures.
  • Reconciles complex transactions of high 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.
  • Interacts with external customers to complete transactions.
  • Ensures the appropriate materials, documentation and capacity 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 and verifies work processes to ensure completeness, accuracy and conformance to established service levels and applicable procedures.
  • Reviews reports to identify exceptions, monitor quality and ensure compliance.
  • Participates in risk mitigation activities.

Preferred Qualifications

  • 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 Management Process
  • Process Management
  • Products and Services
  • Standard Operating Procedures