Job description

Retail Operations Specialist – Banking Data & Analytics 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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