Operations Work Lead Sr

PNC Wealth Management in Dallas, Texas, USA

Industry

Financial Services

Opportunity Type

Full-Time

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. In Commercial Lending Operations, we want to inspire new and innovative ideas on how to provide “best in class” service to our customers. As an Operations Work Lead Sr within PNC's Commercial Lending Operations organization, you will be based in Pittsburgh, PA; Kalamazoo, MI; Dallas, TX; Brecksville, OH or Cincinnati, OH. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion.

We seek motivated, driven and creative individuals that enjoy working as part of a team in a high energy environment which thrives on innovation and ingenuity. You will work together to create new solutions which will provide our clients with an exceptional customer experience. Valued opinions, supported by collaborative teams, impact the success of the Commercial Lending Operations organization.

Job Description

  • Oversees operations workflow and assists team with executing complex transactions/processes.
  • Monitors and coordinates operations workflow and resolves escalated issues. May process and/or reconcile transactions of varying risk and financial value in accordance with established policies and procedures. Partners internally to identify, resolve, and provide guidance regarding escalations. May interact with external customers and third parties in completing transactions or resolving escalated issues.
  • Coaches team members and provides applicable training. Leads team huddles/meetings and/or continuous improvement sessions. Provides input on team member performance and development.
  • Provides consultation and advice to internal and external customers. Reviews existing processes and drives improvements/implementation. Updates standard operating procedures. Participates in and serves as subject matter resource for projects.
  • Reviews transactions and related documents, and verifies work processes to ensure completeness, accuracy, and conformance to established service levels and applicable procedures. Reviews reports to identify exceptions, monitor quality, and ensure compliance. Participates in risk mitigation activities. Verifies completeness and accuracy of procedures.

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 a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

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. 

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