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PNC Financial Services

Runs a national bank for people and businesses

Operations Specialist Senior

Asset ManagementConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A university or college degree is typically required, with less than one year of professional experience, or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
  • Demonstrate knowledge, skills, and abilities appropriate for the role.
  • Preferred skills include accountability, customer solutions, ensuring compliance, personal initiative, process improvements, results orientation, risk mitigation strategies, and standard operating procedures.
  • Competencies include accuracy and attention to detail, effective communications, managing multiple priorities, operational functions, problem solving, process management, products and services, and standard operating procedures.

Responsibilities

  • Execute complex transactions and processes of moderate to high risk and financial value using standard policies and procedures; may have responsibility for specialized products or functional areas.
  • Identify and address exceptions, serve as an escalation point for complex transactions, and partner internally with service partners to route calls, documents, or other action items needed to complete transactions.
  • Interact with external customers to complete transactions.
  • Ensure appropriate materials and documentation are available to complete transactions.
  • Provide consultation and advice to internal and external customers; review existing processes, recommend improvements, and drive implementation; serve as a subject matter resource for process improvement projects; train and onboard new hires.
  • Review transactions and related documents for completeness, accuracy, conformity with established service levels, and compliance with applicable policies and procedures; participate in risk mitigation activities.
  • Process trades, fulfill market orders, review securities, read SWIFT messages, and review financial futures and futures variations.
  • Conduct research as needed and communicate by email; send communications to terminate relationships with investment advisors.

Desired Qualifications

  • Trade support experience is preferred.
  • Experience working with investment managers is ideal.

About the Company

PNC Financial Services

Runs a national bank for people and businesses

PNC Financial Services runs one of the largest banks in America, serving households and businesses of every size through branches, apps, and corporate bankers. Acquisitions turned it from a regional lender into a coast-to-coast bank, notably its purchases of National City during the 2008 financial crisis and BBVA USA in 2021. Consumers keep checking and savings accounts, such as Virtual Wallet with its built-in budgeting tools, and take out mortgages and credit cards, while companies borrow and manage cash through PNC. It earns most of its money on the gap between loan interest and deposit costs, and the rest from fees. PNC traces its roots to a savings bank founded in 1845 and is based in Pittsburgh, Pennsylvania.

Company size
10,001+
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1845

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