Middle Office Services Specialist

Description:

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 Middle Office Services Specialist within PNC's Customer Account Services Team (CAST) organization you can work remotely within the PNC Footprint. This role supports the Capital Markets Group. This is a remote position. This role requires that you are available from 8-5 EST. Additional meetings off-site may be required.
As a member of CAST within the COO organization of the Capital Markets line of business, you will work on a variety of tasks associated with opening and maintaining Capital Markets accounts. It will be necessary to understand the business products and the required documentation, regulations, risks and workflow necessary for each specific account type. Candidates will have a chance to obtain their FINRA license and/or complete the NFA proficiency exam in order to further their career in Capital Markets. Due to the dynamic nature of the business, one may also have the opportunity to contribute to ad hoc projects and initiatives. Other necessary qualities for the candidate to possess are effective communication skills, an eye for process improvements and attention to detail.
This is a remote position and can sit anywhere within the PNC footprint, except for Colorado, Hawaii or Alaska. There is limited expectation for regular in person, in office activities

• Under limited guidance, completes a variety of highly technical, complex, client transactions. Reviews documentation for completeness and accuracy, and interprets information for correct coding and adherence to established policies and procedures.
• Proactively identifies and manages risk, involving external and internal counsel as needed and other business units throughout PNC.
• Meets directly with clients and internal and external partners to address and resolve various matters relating to client requests.
• Serves as point person for all internal partners on all matters pertaining to the middle-office processes for complex client requests.
• Actively seeks out and engages in continuing education to support skill-building and development of overall knowledge.

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.

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.

Customer Support Policies, Standards and Procedures – Knowledge of the organization's customer support policies, standards and procedures and ability to guide customers on all company interactions.

Decision Making and Critical Thinking – Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.

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.

Flexibility and Adaptability – Knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment; ability to adapt as needed.

Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Problem Solving – Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.