Operations Specialist

PNC

Operations Specialist executing complex transactions at PNC Wealth Management in Cleveland, OH. Collaborating internally and externally, ensuring compliance and advising clients.

Posted 7/9/2026full-timeCleveland • Ohio, Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $40,000 - $68,750 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in executing complex transactions and process improvement while ensuring compliance with established policies and procedures. Capable of providing consultation and training to both internal and external customers.

Highest-signal resume keywords

Transaction ExecutionProcess ImprovementRisk MitigationCustomer ConsultationTraining and Onboarding

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Industry Keywords

Financial TransactionsService LevelsComplianceDocumentationEscalationService PartnersExceptions ManagementModerate to High RiskSpecialized ProductsProfessional Experience

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

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
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