Operations Analyst Senior - PNC Investments

PNC - Cleveland, OH

Full-time - Mid Level

Cleveland, OH

Credit Intermediation and Related Activities

About the position

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 Sr. within PNC Investments, you will be based in Cleveland, OH. The position will primarily sit at our 1900 E. 9th Street location. In this role, you will execute complex transactions and processes utilizing standard procedures. You may have specific responsibility for one or multiple specialized products or functional areas. Your responsibilities will include processing and reconciling complex transactions of varying risk and financial value in accordance with established policies and procedures. You will identify and address exceptions and serve as a point of escalation for complex transactions. Additionally, you will partner internally with service partners to route calls, documents, or other action items to complete transactions, and may interact with external customers to finalize these transactions. You will ensure that the appropriate materials, documentation, and capacity are available to complete transactions, confirming that equipment is operational when applicable. Providing consultation and advice to both internal and external customers will be a key part of your role. You will also review existing processes, recommend improvements, and may assist with implementation. Participation in process improvement projects is expected, and you may assist in training and onboarding new hires. Furthermore, you will review transactions and related documents, verifying work processes to ensure completeness, accuracy, and conformance to established service levels and applicable policies and procedures. Monitoring quality and compliance through report reviews and participating in risk mitigation activities will also be part of your responsibilities.

Responsibilities

• Execute complex transactions and processes utilizing standard procedures.
• Process and reconcile complex transactions of varying risk and financial value in accordance with established policies and procedures.
• Identify and address exceptions and serve as a point of escalation for complex transactions.
• Partner internally with service partners to route calls, documents, or other action items to complete transactions.
• Interact with external customers to complete transactions as necessary.
• Ensure appropriate materials, documentation, and capacity are available to complete transactions.
• Confirm equipment is operational, if applicable.
• Provide consultation and advice to internal and external customers.
• Review existing processes, recommend improvements, and assist with implementation.
• Participate in process improvement projects and serve as a subject matter resource.
• Assist in training and onboarding of new hires.
• Review transactions and related documents to ensure completeness, accuracy, and conformance to established service levels and applicable policies and procedures.
• Monitor quality and compliance through report reviews and participate in risk mitigation activities.

Requirements

• Associates degree or equivalent experience in a related field.
• Typically requires 3+ years of experience in a relevant role.
• Knowledge of standard operating procedures (SOP) and risk mitigation strategies.
• Ability to manage multiple priorities and demonstrate accountability.

Nice-to-haves

• Accountability
• Customer Needs
• Customer Solutions
• Ensure Compliance
• Process Improvements
• Results-Oriented
• Risk Mitigation Strategies
• Taking Initiative

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
• Robust wellness program with financial incentives
• Maternity and/or parental leave
• Up to 11 paid holidays each year
• 8 occasional absence days each year
• Between 15 to 25 vacation days each year, depending on career level and years of service.