Job Description
Retail Operations Specialist Banking Data & Analytics
Richardson, TX (Onsite) | Contract, 6+ Months | MondayFriday, 8:30a5:00p
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 Youll Do
What You Bring
Nice to Have
Additional Details
Richardson, TX (Onsite) | Contract, 6+ Months | MondayFriday, 8:30a5:00p
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 Youll 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
- 23+ 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
Numbers & Facts
| Location | Richardson, TX |
| Industry | Staffing/Employment Agencies |
| Company Size | 500 to 999 employees |
| Year Founded | 2006 |
About Company
The Intersect Group is a different and better business partner. We create unparalleled value for our clients by combining industry-leading Consulting capabilities with comprehensive Staffing and recruitment services. Clients trust us to deliver results based on our deep expertise and proven resources within finance, accounting, and information technology. Through our flexible delivery approach, you get the right solution, at the right time to accelerate your success and achieve all of your mission-critical objectives.
Skills
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