Operations Specialist Sr

PNC Financial Services Group, Inc.; Toronto; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

Dental and vision options

401(k) with PNC match

Educational assistance

Paid holidays

Job summary

PNC Financial Services Group, Inc. in Mississauga, Ontario, is seeking a Senior Operations Specialist within the Treasury Management Lockbox to execute complex transactions and drive process improvements.

The role emphasizes escalation handling, customer interactions, and collaboration with internal service partners to complete tasks. Qualified candidates will typically have banking experience and a readiness to learn, with standard in-office expectations and a Monday–Friday schedule.

Qualifications

• Knowledge, skills and abilities for the role as listed: accountability, customer solutions, ensure compliance, personal initiative, process improvements, results-oriented, risk mitigation strategies and SOP.

Responsibilities

• Executes complex transactions with moderate to high risk and value following standard policies.
• May have responsibility for one or more specialized products or areas.
• Identifies and addresses exceptions.
• Acts as escalation point for complex transactions.
• Partners with service teams to route calls/documents to complete transactions.
• Interacts with external customers to complete transactions.
• Ensures materials and documentation are available to complete transactions.
• Provides consultation and guidance to internal and external customers.
• Reviews processes and drives improvements and implementation.
• Trains and onboards new hires.
• Reviews transactions for accuracy and compliance with policies.
• Participates in risk mitigation activities.

Skills

Accountability

Customer Solutions

Ensure Compliance

Personal Initiative

Process Improvements

Results-Oriented

Risk Mitigation Strategies

SOP

Education

Bachelor's degree

Job description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Operations Specialist Sr within PNC's Treasury Management Lockbox organization, you will be based in Mississauga, Ontario, Canada. The work schedule for this role will be Monday - Friday, 8:00 AM - 4:30 PM EST.

Desired candidates should preferably have 3 years of banking experience, along with an eagerness to learn, and enthusiasm.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

Job Description

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.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• 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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Customer Solutions, Ensure Compliance, Personal Initiative, Process Improvements, Results-Oriented, Risk Mitigation Strategies, Standard Operating Procedure (SOP).

Competencies Accuracy and Attention to Detail, Effective Communications, Managing Multiple Priorities, Operational Functions, Problem Solving, Process Management, Products and Services, Standard Operating Procedures.

Work Experience

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.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Language Assessments

No Required or Preferred Language Assessments

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
• years of service

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

About PNC

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great place to work means we are making a lasting difference for everyone we serve.

Check out the top reasons to join PNC. PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our Total Rewards page.