Operations Work Lead Senior – PNC Investments
| Company | PNC Financial Services |
|---|---|
| Location | Cleveland, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
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.
- FINRA Series 99 or other qualifying exam required.
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 varying 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, 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.
- Verifies completeness and accuracy of procedures.
Preferred Qualifications
- Accountability
- Customer Solutions
- Ensure Compliance
- Personal Initiative
- Process Improvements
- Results-Oriented
- Risk Mitigation Strategies
- Standard Operating Procedure (SOP)