Operations Analyst Sr. - Trust Statement Analysis

at  PNC Financial Services Group

Pittsburgh, PA 15212, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate05 Jul, 2024Not Specified06 Apr, 20243 year(s) or aboveOperational Efficiency,New Hires,Complex Transactions,Documentation,Service Levels,Training,Process Improvement Projects,Onboarding,Product Knowledge,Work Processes,Escalation,Exceptions,Reviews,Groups,Numbers,Life Insurance,Maternity,Business OperationsNoNo
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Description:

Job Profile
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 Sr. within PNC’s Asset Management Trust Statement Analysis organization, you will be based in Pittsburgh, PA.
This position will be located on-site in Pittsburgh for the purposes of the training period. Following that, you will have the opportunity to work remotely from when with 1 day a month in the office.
The schedule for this position requires the availability to start between 6:30am - 9:00am, Monday - Friday.
Working in a team environment of 5 people, this entry level position is responsible for producing statements for trust account in asset management. You will also mirror 3rd party statements to ensure they match, and will be working closely with the team but also responsible for managing your own book of clients (20-25).
This role has no direct client contact, but communications with internal partners.

THE IDEAL CANDIDATE WILL MEET THE FOLLOWING QUALIFICATIONS:

  • Accounting or tax background would be helpful
  • Good technical skills with Excel
  • Experience with calculating data and numbers
    Job Description
    Executes complex transactions/processes utilizing standard procedures. May have specific responsibility for one or multiple specialized products or functional areas.
    Processes and/or reconciles complex transactions of varying 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. May interact with external customers to complete transactions.
    Ensures the appropriate materials, documentation and capacity are available to complete transactions. Confirms equipment is operational, if applicable.
    Provides consultation and advice to internal and external customers. Reviews existing processes, recommends improvements and may assist with implementation. Participates in and may serves as a subject matter resource for process improvement projects. May assist in training and onboarding of new hires.
    Reviews transactions and related documents and verifies work processes to ensure completeness, accuracy and conformance to established service levels and applicable policies and procedures. May review reports to identify exceptions, monitor quality and ensure compliance. May participate 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.
    Competencies
    Accuracy and Attention to Detail – Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.
    Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
    Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
    Operational Functions – Knowledge of major functional processes and associated operating requirements; ability to apply this knowledge appropriately to diverse situations.
    Problem Management Process – Knowledge of and ability to bring a reported problem to successful resolution.
    Process Management – Knowledge of business process improvement tools and techniques and ability to understand, monitor, update, or enhance existing business or work processes.
    Products and Services – Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations.
    Standard Operating Procedures – Knowledge of and ability to design, implement and evaluate standard operating procedures affecting daily and strategic business operations in order to increase operational efficiency.
    Work Experience
    Roles at this level typically require an Associates 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
    Associates
    Additional Job Description
    Benefits
    PNC offers employees 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; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.

Responsibilities:

Please refer the Job description for details


REQUIREMENT SUMMARY

Min:3.0Max:8.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

Pittsburgh, PA 15212, USA