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Operations Specialist

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 within PNC's Investment Operations organization, you may be based remotely in Pittsburgh, PA, Cleveland, OH, Birmingham, AL, Houston, TX, or Salt Lake City, UT.

This is a remote position. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations.

Responsibilities include, but are not limited to:

• Resolve payment issues related to foreign payments.
• Investigate reasons for error.
• Manage case load work from start to finish.
• Communicate with internal and external partners.
• Manage technology upgrades through testing and input.

Job Description

  • Executes complex transactions/processes utilizing standard procedures. May have specific responsibility for one or multiple specialized products or functional areas.
  • Reconciles complex transactions of high risk and financial value in accordance with established policies and procedures. Identifies and addresses exceptions and 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, documentation and capacity 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 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.

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 Management Process, 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)

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; 8 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 Your PNC Total Rewards.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. 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.

Average salary estimate

$50000 / YEARLY (est.)
min
max
$40000K
$60000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Operations Specialist, PNC

Are you ready to take your career to the next level as an Operations Specialist at PNC? Based in vibrant Pittsburgh, PA, this flexible, remote position allows you to thrive from the comfort of your own home. At PNC, we pride ourselves on our inclusive workplace culture that values every employee’s contributions toward delivering unparalleled service to our customers. As an Operations Specialist within PNC’s Investment Operations organization, you will play a vital role in resolving complex payment issues and investigating errors. Your day will include managing a dedicated caseload from start to finish and interacting with both internal and external partners to ensure smooth operations. You’ll also participate in technology upgrades and lend your expertise to improve processes and train new hires. With a commitment to customer satisfaction and managing risks effectively, your efforts will directly impact the quality of service we provide. We're searching for individuals who thrive in a fast-paced environment, are detail-oriented, and possess a strong understanding of financial operations. If you have a degree and a passion for the financial industry, PNC is the place for you to grow and make a difference. Join us in building an inclusive culture that celebrates diversity and enhances our customer experiences!

Frequently Asked Questions (FAQs) for Operations Specialist Role at PNC
What are the responsibilities of an Operations Specialist at PNC?

As an Operations Specialist at PNC, your primary responsibilities will include resolving foreign payment issues, managing a caseload from start to finish, and communicating with various partners to ensure efficient operations. You will also execute complex transactions, maintain documentation accuracy, and review processes for improvements.

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What qualifications are needed to become an Operations Specialist at PNC?

To become an Operations Specialist at PNC, candidates typically need a bachelor’s degree and less than a year of professional experience. However, relevant job-specific certifications or military experience may be considered in lieu of a degree, emphasizing the company’s commitment to diverse backgrounds.

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How does PNC support Operations Specialists in their career growth?

PNC is dedicated to the professional development of its Operations Specialists by offering training and onboarding programs. Employees are encouraged to participate in process improvement projects, enhancing their skills and knowledge while contributing to the company’s success.

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What kind of benefits can I expect as an Operations Specialist at PNC?

As an Operations Specialist at PNC, you can enjoy a comprehensive benefits package that includes medical coverage, a 401(k) plan with company match, educational assistance, and generous paid time off policies, ensuring a healthy work-life balance.

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Is it possible to work remotely as an Operations Specialist at PNC?

Yes, the Operations Specialist position at PNC is designed to be remote-friendly, allowing you to work from home in approved locations while still contributing productively to the team from anywhere in the designated states.

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Common Interview Questions for Operations Specialist
Can you explain how you handle error resolution in financial transactions as an Operations Specialist?

To handle error resolution effectively, I focus on identifying the root cause of discrepancies. I analyze transaction data, communicate with relevant stakeholders, and implement corrective measures while documenting the process for future reference.

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How do you manage multiple priorities in a fast-paced environment?

I prioritize tasks based on urgency and impact. By maintaining a well-organized system and using tools to track my progress, I can efficiently juggle multiple priorities while ensuring all deadlines are met without compromising quality.

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What process improvement initiatives have you been involved in?

I participated in several process improvement initiatives where I analyzed existing workflows, gathered feedback from my peers, and proposed enhancements. I find that collaboration and open communication often lead to the most effective solutions.

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Describe your experience with managing technology upgrades.

I have had hands-on experience with technology upgrades by participating in testing phases, providing feedback for system enhancements, and ensuring my team is trained on new functionalities, thereby facilitating a smooth transition during implementation.

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How would you ensure compliance with industry regulations as an Operations Specialist?

I would stay current with industry standards and ensure all transactions adhere to established policies by performing regular compliance checks and participating in training sessions. Documentation of processes and exceptions is key to maintaining compliance.

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What strategies do you use to provide exceptional customer service?

I actively listen to customers' needs and concerns, responding promptly and effectively. By leveraging knowledge of our products and processes, I can tailor solutions for our customers, ensuring they feel valued and supported throughout their experience.

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How do you keep up with the latest trends in financial operations?

I stay informed about industry trends by reading financial news, joining professional organizations, and networking with peers. Continuing to educate myself ensures I can bring the latest insights and improvements to my role as an Operations Specialist.

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Give an example of a successful collaboration with internal or external partners.

In a recent project, I collaborated closely with our IT department to troubleshoot a recurring issue affecting transaction processing. By combining our expertise, we identified the problem and implemented solutions that significantly improved efficiency and accuracy.

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What is your approach to training and onboarding new employees?

My approach to training involves creating a structured onboarding program that includes hands-on training, shadowing opportunities, and providing resources for new hires. I believe mentorship and open communication are critical for their success.

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What motivates you to excel in your role as an Operations Specialist?

I am motivated by the opportunity to solve complex problems and enhance operational efficiencies. Knowing that my efforts contribute to delivering exceptional service for our customers drives me to continuously perform at my best.

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DATE POSTED
April 10, 2025

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