Note: The job is a remote job and is open to candidates in USA. PNC is a financial services organization seeking an Operations Analyst within its Private Bank organization. The role executes and reviews routine trust tax-related transactions, handles exceptions and inquiries, ensures documentation and process accuracy, and supports compliance, risk mitigation, process improvement, and onboarding activities.
Responsibilities
- Executes routine transactions/processes of varying risk and financial value utilizing standard policies and procedures. May have specific responsibility for a specialized product or functional area
- Identifies and escalates exceptions. 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 responses and documentation to inquiries and ad hoc requests for a specialized product or function. Provides feedback on workflow and work received. May participate in process improvement projects. May assist in training and onboarding of new hires
- Reviews transactions, related documents and verifies work processes to ensure accuracy and conformance to established service levels and applicable policies and procedures. May participate in risk mitigation activities and view reports to identify exceptions, monitor quality and ensure compliance
Skills
- Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties
- Typically <1 year of related experience
- In lieu of a degree, a comparable combination of education, job specific certification(s) and experience (including military service) may be considered
- No Degree
- No Required Certification(s)
- No Required License(s)
- No Required or Preferred Language Assessments
- Accountability, Customer Solutions, Ensure Compliance, Personal Initiative, Process Improvements, Results-Oriented, Risk Mitigation Strategies, Standard Operating Procedure (SOP)
Benefits
- May be eligible for remote work in select geographic locations, subject to approval by PNC; occasional in-office participation may be required based on business needs.
- Medical/prescription drug coverage with a Health Savings Account feature for eligible full-time employees.
- Dental and vision options for eligible full-time employees.
- Employee and spouse/child life insurance for eligible full-time employees.
- Short- and long-term disability protection for eligible full-time employees.
- 401(k) with PNC match for eligible full-time employees.
- Pension plan for eligible full-time employees.
- Stock purchase plan for eligible full-time employees.
- Dependent care reimbursement account for eligible full-time employees.
- Back-up child/elder care for eligible full-time employees.
- Adoption, surrogacy, and doula reimbursement for eligible full-time employees.
- Educational assistance, including select programs that are fully paid, for eligible full-time employees.
- Robust wellness program with financial incentives for eligible full-time employees.
- Maternity and/or parental leave, depending on eligibility.
- Up to 11 paid holidays each year, depending on eligibility.
- 9 occasional absence days each year, unless otherwise required by law, depending on eligibility.
- Between 15 and 25 vacation days each year, depending on career level and years of service.
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