Operations Specialist Sr – Pension Operations

Job Description

Operations Specialist Sr | PNC Bank

The Tone:
This is a full-time role at PNC Bank, with hub locations in Pittsburgh, Pennsylvania; Cleveland, Ohio; Birmingham, Alabama; and Baltimore, Maryland, and may be eligible for remote work in select areas. PNC Bank is committed to delivering the best customer experience and fostering an inclusive workplace where all employees contribute to the company’s success. This role is crucial for supporting external customers with their pension plans, ensuring accurate financial transactions and providing essential back-office support.

The TL;DR
• Role: Full Time
• Type: M-F, 9am – 6pm EST
• Location: Hybrid, USA
• Pay: $41250–$75625 yearly
• Team: AMG EB Distributions organization
• Mission: Provide exceptional support and execute complex operations for external customers’ pension plans.

What You’ll Actually Do
• Customer Support: Answer calls from external customers to address questions and provide information related to their pension plans, including payments, withholdings, and benefits.
• Transaction Processing: Execute complex transactions and back-office operations of moderate to high risk and financial value, ensuring adherence to standard policies and procedures.
• Issue Resolution: Identify and address exceptions, serving as a point of escalation for complex transactions and partnering with internal service teams to complete actions.
• Process Improvement: Review existing processes, recommend improvements, and drive their implementation, while serving as a subject matter resource for related projects.
• Training & Compliance: Train and onboard new hires, and review transactions and documents for completeness, accuracy, established service levels, and compliance with applicable policies.

The Must-Haves
• Background: Bachelor’s degree in a relevant field, preparing for a senior-level role focused on specialized operations within financial services.
• Experience: Proven ability to execute complex transactions, manage customer interactions in a financial context, and handle sensitive information related to pension plans.
• Skills: Accuracy and Attention to Detail, Effective Communications, Managing Multiple Priorities, Operational Functions, Problem Solving, Process Management, Standard Operating Procedures.
• Bonus: Accountability, Customer Solutions, Ensure Compliance, Personal Initiative, Results-Oriented, Risk Mitigation Strategies.