Operations Analyst Senior - PNC Wealth Management

PNC Financial Services Group, Inc.; Pittsburgh, Northern (Allegheny County, KY); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical and prescription coverage

401(k) with PNC match

Paid time off

Job summary

PNC Financial Services Group, Inc. in Pittsburgh, PA, seeks a Senior Operations Analyst within Wealth Management to execute routine and complex transactions on in-office teams.

You will collaborate with service partners to route documents and complete transactions, and provide responsive advice to internal and external customers. The role supports process improvements, risk management and onboarding of new hires, ensuring accuracy, policy adherence, and strong client service in a fast-paced

Qualifications

• Associates degree or equivalent required with 3+ years of related experience.
• Experience with financial transactions and regulatory/compliance controls desirable.
• Ability to train and onboard new hires and support process-improvement efforts.

Responsibilities

• Execute routine and complex transactions with policy adherence.
• Identify and address exceptions; escalate complex transactions as needed.
• Partner with internal service teams to route items and complete transactions.
• Provide consultation and guidance to internal and external customers.
• Assist in process-improvement projects and training activities.
• Review transactions for completeness, accuracy, and SOP conformance.

Skills

Accountability

Customer Solutions

Ensure Compliance

Personal Initiative

Process Improvements

Results-Oriented

Risk Mitigation Strategies

SOP

Education

Associates

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 Analyst Senior within PNC Wealth Management, you will be based in Pittsburgh, PA.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.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.# **Job Description*** Executes routine and complex transactions/processes of varying 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. May serve as a point of escalation for complex transactions. Partners internally with service partners to route calls, documents or other action items to complete transactions. May interact with external customers to complete transactions.* Ensures the appropriate materials and documentation are available to complete transactions. Confirms equipment is operational, if applicable.* Provides consultation and advice to internal and external customers. May review existing processes and recommend improvements and may assist with implementation. Participates in and may serve as a subject matter resource for process improvement projects. May assist in training and onboarding of new hires.* May review transactions and related documents to verify completeness, accuracy and conformance to established service levels and compliance with applicable policies and procedures. May participate 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 an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.## **Education**Associates## **Certifications**No Required Certification(s)## **Licenses**No Required License(s)## **Language Assessments**No Required or Preferred Language Assessments# **Benefits**PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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.In addition, PNC generally provides the following paid time off, depending on your eligibility: 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.To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.