Operations Analyst Senior - Wealth Management

PNC; Pittsburgh (Allegheny County); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Coverage

401(k) with PNC match

Paid time off including vacation and holidays

Job summary

PNC in Pittsburgh, PA is looking for an experienced Operations Analyst Senior to handle complex transactions and improve processes. You will be integral in providing customer solutions and ensuring compliance with standards while working collaboratively with internal teams.

The role requires an Associate's degree and 3+ years of relevant experience. PNC promotes a supportive culture and offers comprehensive benefits including medical, dental, and retirement plans.

Qualifications

• 3+ years of relevant experience in operations or finance.
• Ability to effectively manage multiple priorities.
• Proficiency in customer service and risk management.

Responsibilities

• Executes routine and complex transactions utilizing standard policies.
• Identifies exceptions and partners with internal teams.
• Provides consultation to internal and external customers.
• Reviews processes and recommends improvements.

Skills

Accountability

Customer Solutions

Ensure Compliance

Personal Initiative

Process Improvements

Results‑Oriented

Risk Mitigation Strategies

Standard Operating Procedure (SOP)

Education

Associate's degree or equivalent

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 at the Tower at PNC Plaza. 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.

Employee Expectations

• 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

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 Associate’s 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

Associate’s

Certifications

No Required Certification(s)

Licenses

No Required License(s)

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; backup child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. Paid time off includes maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; 15‑25 vacation days each year depending on career level; and 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 an understanding of how PNC may use or disclose your personal information in our hiring practices.