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Business Experience Planning & Administration Specialist - Treasury Management Client Care

74% Flex
EXTRA PARENTAL LEAVE
Remote: 
Full Remote
Contract: 
Salary: 
45 - 98K yearly
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Bachelor's degree with 2+ years of relevant professional experience, Strong analytical thinking and problem-solving skills.

Key responsabilities:

  • Act as primary contact for TM documentation review and approval
  • Provide feedback to improve customer experience and escalate issues as necessary
  • Manage internal procedures, provide recommendations for client onboarding efficiencies and assist with QA processes
PNC logo
PNC Fintech: Finance + Technology XLarge http://www.pnc.com/
10001 Employees
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Job description

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Your missions

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 Business Experience Planning & Administration Specialist within PNC's Treasury Management Client Care organization, you will be based Pittsburgh, PA or anywhere with the PNC footprint.

As a Business Experience Planning & Administration Specialist, you will:

• Act as the primary point of contact for Treasury Management documentation review and approval for the DACA process, client incident letters, non-standard resolutions, name changes, as well as, other documentation requests.
• Provide feedback to Legal and Product in periodic meetings to improve customer experience, as well as, escalate issues outside of this role's scope of responsibility to legal as necessary.
• Ensure internal desktop procedures and Sharepoint site(s) are up to date.
• Make on-going recommendations to improve efficiencies in client onboarding (including account opening process , DACA process, and management of the Treasury Management documentation review mailbox) and accelerating revenue.
• Assist with daily and monthly internal QA processes for Treasury Management Client Care on-boarding, KYC, etc.

This is a remote position. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations.

Job Description
  • Provides support and assistance for implementation and/or administrative efforts for line of business initiatives. Demonstrates commitment to quality by delivering the CARES model to customers and/or internal partners.
  • Identifies more complex problems and provides advice and resolution in support of line of business initiatives.
  • Partners with other departments or other functional areas in support of line of business initiatives.
  • Independently provides data collection, research and reporting for assigned line of business initiatives.
  • Recommends and delivers best practices and learning plans that meet business objectives.

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.

Competencies
Accuracy and Attention to Detail, Analytical Thinking, Business Process Design, Data Gathering and Analysis, Effective Communications, Planning: Tactical, Strategic, Problem Solving

Work Experience
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education
Bachelors

Certifications
No Required Certification(s)

Licenses
No Required License(s)

Pay Transparency

Base Salary: $45,000.00 – $97,500.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 05/29/2024, although it may be longer with business discretion.

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; 8 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 pncbenefits.com > New to PNC.

*For more information, please click on the following links:

Time Away from Work

PNC Full-Time Benefits Summary

PNC Part-Time Benefits Summary

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.

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.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Fintech: Finance + Technology
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Soft Skills

  • Effective Communication
  • Problem Solving
  • Attention to Detail
  • Analytical Thinking

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