Business Experience Planning & amp; Administration Specialist - Treasury Management
📋 Role Overview & Responsibilities
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(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position].
Job Profile
Position OverviewAt 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 in Pittsburgh, PA or anywhere within the PNC footprint. 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.
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.
Additional preferred qualifications
Paralegal certificate and/or paralegal experience/backgroundJob DescriptionProvides 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.CompetenciesAccuracy 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.Analytical Thinking – Knowledge of techniques and tools that promote effective analysis and the ability to determine the root cause of organizational problems and create alternative solutions that resolve the problems in the best interest of the business.Business Process Design – Knowledge of business process design techniques that encourage a critical, fresh look at key processes and focus on optimizing organizational performance; ability to apply this knowledge appropriately to diverse situations.Data Gathering and Analysis – Knowledge of data gathering and analysis tools, techniques and processes; ability to use these to gather and analyze data on the learning needs of a target population.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.Planning: Tactical, Strategic – Ability to contribute to operational (short term), tactical (1-2 years) and strategic (3-5 years) planning in support of the overall business plan.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.Work ExperienceRoles 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.EducationBachelorsAdditional Job DescriptionBase Pay: Commensurate with skills and experienceBenefitsPNC 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. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.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 select Option 4: Recruiting 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.
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This position is located in Pittsburgh, PA with potential relocation and sponsorship assistance depending on candidate qualifications.
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