Retail Operations Specialist

**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 #J-18808-Ljbffr