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Operations Specialist - PNC Investments

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 Investments, you will be based in Cleveland, OH. The position will primarily be based at the 1900 E. 9th Street location.

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 Investments, PNC

At PNC Investments, we believe the key to our success lies in our people, and that's why we're excited to welcome a new Operations Specialist to our Cleveland, OH team! In this role, you'll be right at the heart of our day-to-day operations, ensuring that complex transactions are executed smoothly while delivering the best experience to our customers. Expect to dive into high-stakes transaction reconciliation, serving as a crucial point of escalation for intricate matters that demand meticulous attention to detail. Your knack for problem-solving and customer service will shine as you interact with both internal teams and external clients, guiding them through various processes. Here, we value continuous improvement, so you'll also have the opportunity to suggest and implement process enhancements that can elevate our operations even further. And don’t hesitate: you'll be involved in training new hires, sharing your expertise, and fostering a collaborative atmosphere that thrives on inclusivity and teamwork. By joining PNC, you are not just taking a job, but you are becoming part of a culture that encourages innovation and growth, ensuring that all employees feel respected and valued. If you are motivated, results-oriented, and ready for a dynamic role in operations, we would love to meet you!

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

As an Operations Specialist at PNC Investments, you will manage complex transactions, ensuring accuracy and compliance with established policies. You will also partner with internal teams to enhance workflow efficiency and provide exceptional support to external customers.

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

To qualify for the Operations Specialist role at PNC Investments, you typically need a bachelor's degree along with less than a year of relevant professional experience, or a comparable combination of education and experience. Strong attention to detail and problem-solving skills are essential.

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How does PNC Investments support employee growth for an Operations Specialist?

PNC Investments supports the growth of its Operations Specialists through continuous training programs, opportunities for process improvement contributions, and a hands-on approach to mentoring new hires, fostering a culture of professional development.

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What skills are most important for an Operations Specialist at PNC Investments?

Critical skills for an Operations Specialist at PNC Investments include excellent communication, attention to detail, ability to manage multiple priorities, and a strong understanding of operational functions and procedures, essential for enhancing service delivery.

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What does the work environment look like for an Operations Specialist at PNC Investments?

Operating in a collaborative and inclusive environment, an Operations Specialist at PNC Investments in Cleveland, OH, can expect an engaging workplace atmosphere that emphasizes teamwork, innovation, and respect for every employee.

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Common Interview Questions for Operations Specialist - PNC Investments
Can you describe your experience with transaction reconciliation?

In your response, highlight specific experiences where you've reconciled transactions, focusing on your attention to detail and any tools or processes you've used to ensure accuracy and compliance.

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How do you prioritize tasks in a high-pressure environment?

Discuss your strategies for prioritizing tasks, such as using task management tools, assessing urgency versus importance, and addressing customer needs promptly while ensuring compliance.

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What steps do you take to manage customer inquiries effectively?

Share your approach to managing customer inquiries, including actively listening, clarifying their needs, responding promptly, and following up to ensure satisfaction.

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Can you give an example of a time you identified a process improvement?

Detail a specific instance where you identified a process inefficiency, the steps you took to analyze the situation, and how your recommendations led to improved operations or customer outcomes.

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What is your understanding of risk management in operations?

Explain your understanding of risk management principles, especially in relation to operations, emphasizing the importance of compliance and meticulous documentation.

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How do you ensure compliance with established policies?

Discuss how you familiarize yourself with the company's policies and procedures, regularly review your work, and participate in training programs to stay updated and compliant.

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What experience do you have with training or onboarding new employees?

Talk about your previous experiences with onboarding, emphasizing your ability to convey complex information clearly and your enthusiasm for mentoring others.

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How do you handle mistakes in transaction processing?

Share your approach to addressing errors, including the importance of acknowledging mistakes, communicating transparently, and implementing corrective measures to avoid recurrence.

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How do you adapt to changes in operational procedures?

Describe your flexibility and proactive learning attitude when it comes to adapting to new procedures, illustrating how you stay informed about changes and engage with training resources.

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What motivates you in an Operations Specialist role at PNC Investments?

Express your passion for customer service, operational excellence, and continuous improvement, and how these motivations align with PNC Investments' values and goals.

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DATE POSTED
April 20, 2025

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