Retail Operations Specialist
Job in
Richardson, Dallas County, Texas, 75080, USA
Listed on 2026-10-17
Listing for:
The Intersect Group
Full Time
position Listed on 2026-10-17
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
** Richardson, TX (Onsite) | Contract, 6+ Months | Monday–Friday, 8:30a–5:00p Are you the person who builds the pivot table before anyone asks for it? Do you dig into a discrepancy until you find the answer? A leading Dallas-area bank is looking for a detail-driven Retail Operations Specialist to join its Retail Operations team. This is a back-office, analytics-focused role for someone who combines a retail banking background with serious Excel skills and a naturally curious mind.
** What You’ll Do*
* * Perform General Ledger (GL) reconciliations and research and resolve variances
* Review applications and account activity to identify discrepancies, exceptions, and items that need follow-up
* Build, maintain, and distribute operational reports and analyses using Excel and Power BI
* Analyze data to identify trends, risks, and process improvement opportunities, and share findings with leadership
* Document and update operational policies, procedures, and risk controls
* Support audits by preparing data, providing updates, and partnering with internal risk teams
* Test and analyze system enhancements and upgrades
* Triage and route operational requests across partner teams
* Support occasional account openings as needed
** What You Bring*
* * 2–3+ years of retail banking experience, with operations or back-office experience preferred
* Advanced Microsoft Excel skills, including pivot tables, VLOOKUP/XLOOKUP, macros/VBA, and working with large datasets
* Experience with GL reconciliation or financial reconciliation
* An inquisitive, analytical mindset: you ask questions, challenge assumptions, and let the data drive your decisions
* Strong attention to detail and a sense of ownership and urgency in resolving issues
* The ability to manage multiple priorities in a fast-paced environment
* Clear written and verbal communication skills
** Nice to Have*
* * Power BI, Salesforce, and/or Fiserv experience
* Audit, compliance, or exception review experience
* A degree in Finance, Accounting, Business, or a related field
** Additional Details*
* * 100% onsite at the Richardson campus
* Some local travel to DFW-area sites during training only; no ongoing travel
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