Description

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 a Operations Specialist Senior within PNC's Asset Management Group - Operations organization, you will be based in Pittsburgh, PA.

Job Summary:

The Senior Operations Specialist within the AMG Operations organization is responsible for supporting daily operational, accounting, and transaction based activities across multiple client accounts. This role requires prior experience within AMG Operations or CLO Operations, strong accounting fundamentals, and the ability to manage time sensitive deliverables in a regulated banking or financial services environment. The ideal candidate demonstrates attention to detail, strong communication skills, and the ability to review, process, and approve transactions while meeting strict service level agreements (SLAs).

Work Schedule:

• Hybrid: 2-3 days per week in office
• Hours: 7:15 AM - 4:00 PM EST

Key Responsibilities:

• Process daily transactions
• Requests received via email
• Recurring monthly fixed payments
• Process wires and checks received through FedEx, UPS, and USPS
• Balance month end reporting for various clients, including single pool and multi pool accounts, within established SLA timelines
• Prepare and email completed monthly reports to officers and clients
• Review and approve daily accounting entries and month end balancing completed by teammates
• Review, track, and report requested checks for: Sub accounting clients, FFCG clients, Shared DAF clients
• Retrieve, review, process, and deliver letters, invoices, and checks to the mailroom
• Review and process morning reporting for sub accounting and shared DAF accounts
• Deposit incoming checks into designated deposit accounts using the DOS system
• Monitor and manage the department group mailbox
• Process and review end of day unit transactions
• Assist with training and knowledge sharing for new or existing staff as needed
• Support operational efficiency and compliance within AMG Operation

Required Experience & Skills:

• Prior experience in AMG Operations or CLO Operations (required)
• Accounting background with demonstrated operational accounting knowledge
• Experience within the Banking or Financial Services industry
• Proficiency with Microsoft Office applications (Excel, Outlook, Word)
• Strong written and verbal communication skills
• Excellent time management and organizational skills
• Ability to manage multiple priorities and meet strict deadlines
• High attention to detail and accuracy

Preferred Qualifications:

• Bachelor's Degree
• AM Trust experience
• Prior experience supporting sub accounting or trust related operations
• Experience reviewing and approving peer work in an operational setting

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Executes complex transactions/processes of moderate to high risk and financial value utilizing standard policies and procedures. May have specific responsibility for one or multiple specialized products or functional areas.
• Identifies and addresses exceptions. 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 and documentation 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 to verify completeness, accuracy, conformance to established service levels and compliance with applicable policies and procedures. 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 SkillsAccountability, 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 Solving, Process Management, Products and Services, Standard Operating Procedures

Work Experience Roles at this level typically require a university / college degree with

Education Bachelors

CertificationsNo Required Certification(s)

LicensesNo 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; 9 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 pncthrive.com .

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.

Requisition #: R217843

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