Retail Operations Specialist

The Intersect Group; United States; On-site; USD 52,000 - 72,000; Full time

Job summary

The Intersect Group in Richardson, TX is seeking a detail-oriented Operations Analyst to support day-to-day banking operations, administrative processes, documentation management, and internal service support functions in a fast-paced environment.

You will analyze transactions, develop procedures, produce reports, and collaborate with cross-functional teams to improve processes while maintaining accuracy and timely results.

Qualifications

• 2+ years of experience in banking operations or related operational support.
• Experience with operational analysis, process documentation, or procedure development.
• Strong proficiency with Microsoft Office, particularly Excel (Pivot Tables) and Word.
• Experience with reporting and analytics tools.
• Excellent written and verbal communication skills.
• Strong organizational, time management, and multitasking abilities.
• Ability to work independently in a fast-paced environment.
• Commitment to delivering accurate and timely results.

Responsibilities

• Document and maintain operational policies, procedures, and workflow documentation.
• Support operational processes, reporting activities, and administrative functions.
• Analyze transactions and operational data to ensure accuracy and compliance.
• Coordinate and route inquiries to appropriate internal support teams.
• Assist with account maintenance and other customer support activities as needed.
• Perform research, problem resolution, and process improvement initiatives.
• Manage multiple priorities while maintaining high levels of accuracy and responsiveness.
• Collaborate with cross-functional teams to support operational objectives.

Skills

Operational analysis

Procedure documentation

Reporting

Cross-functional coordination

Microsoft Excel

Microsoft Word

Communication skills

Time management

Multitasking

Independent working

Education

Bachelor's degree preferred

Tools

CRM platforms

BI/reporting tools

Microsoft Excel

Microsoft Word

Job description

Operations Analyst / Banking Operations Coordinator

Location: Richardson, TX (5 days onsite)

Seeking a detail-oriented Operations Analyst to support day-to-day banking operations, administrative processes, documentation management, and internal service support functions. This role is heavily focused on operational analysis, procedure documentation, reporting, process improvement, and cross-functional coordination within a fast-paced environment.

Responsibilities

• Document and maintain operational policies, procedures, and workflow documentation.
• Support operational processes, reporting activities, and administrative functions.
• Analyze transactions and operational data to ensure accuracy and compliance.
• Coordinate and route inquiries to appropriate internal support teams.
• Assist with account maintenance and other customer support activities as needed.
• Perform research, problem resolution, and process improvement initiatives.
• Manage multiple priorities while maintaining high levels of accuracy and responsiveness.
• Collaborate with cross-functional teams to support operational objectives.

Required Qualifications

• 2+ years of experience in banking operations, retail banking, financial services, or a related operational support role.
• Experience with operational analysis, process documentation, or procedure development.
• Strong proficiency with Microsoft Office, particularly Excel (including Pivot Tables) and Word.
• Experience working with reporting and analytics tools.
• Excellent written and verbal communication skills.
• Strong organizational, time management, and multitasking abilities.
• Demonstrated ability to work independently and make sound decisions in a fast-paced environment.
• Commitment to delivering accurate and timely results.

Preferred Qualifications

• Prior experience within banking or financial services environments.
• Knowledge of general ledger (GL) processes and financial transactions.
• Experience with CRM platforms and business intelligence/reporting tools.
• Bachelor's degree preferred but not required.