Retail Banking Solution Specialist (Richardson, TX)

JOB SUMMARY

A Retail Banking Solution Specialist’s role is to execute go-to-market processes for ARGO’s Connects product suite for the Financial Services industry. The role has accountability for Customer Implementation Projects, Software Product Competitiveness and Sales Support.

EXPECTED WORK AND PERFORMANCE

• Customer Implementation Projects - transferring best practices solution knowledge to Argo customers during deployment (60% of time):

  • Leading efficient knowledge transfer, requirements gathering, user training, and solution usage optimization
  • Maintains ongoing relationships with customer subject matter experts and scouts for revenue opportunities for add-on products
  • Performs post-deployment studies including pilot/rollout success criteria validation, user training assessment/effectiveness, compliance reviews, planning and needs analysis, aggregating/analyzing data and publishing benchmark data.

• Software Product Competitiveness - ensuring ongoing product suite market competitiveness and regulatory compliance with accountability for the following segments of the software manufacturing process (30% of time):

  • Maintaining and enhancing the product with best practice feature functionality through complete written business requirements definition and conceptual design
  • Collaborate with user experience team to optimize user interface, workflow and usability
  • Responsible for customer facing product documentation
  • Provides test support through the planning and execution of test scenarios from a functional perspective

• Sales Support - to support ARGO sales by conveying product value and capabilities to market prospects (10% of time), through:

  • Creates marketing collateral materials - written and presentation
  • Presents and articulates value proposition of product solutions through customer demonstrations
  • Prepares RFI/RFP responses
  • Customer studies – requirements / best practices, cost benefit analysis

QUALIFICATIONS

• Retail Banking work experience: a minimum of 3 to 5 years in Financial Services with the requisite knowledge of the areas below. Experience at the multi-branch/area/regional/district level is a plus.
• Education - Bachelor’s Degree with studies in Finance, Accounting, Management, Marketing, Business Administration or similar
• Able to travel to customer sites or industry events up to 15% of the time.

REQUIRED SKILLS / EXPERIENCE / KNOWLEDGE

• Retail banking knowledge of customer acquisition, fulfillment, service, and risk management across multiple delivery channels
• Detailed knowledge of:
• Retail banking customer operations (Branch, Contact Center, Digital)
• Banking Products and Services – deposits and lending
• Sales strategy (pipeline forecasting, offer management, referrals, lead generation)
• Sales manager accountability (staff performance, goals, pipeline management)
• Marketing (campaigns, segmentation, digital and physical engagement), Voice of Customer
• Customer service and satisfaction
• Knowledge in areas such as:
• Back-office deposit operations
• Customer identity and authentication
• Regulatory Compliance (AML/KYC)
• Communication Skills - proven ability to communicate effectively both written and verbally with customers at all levels – from end-users to management.
• High degree of IT Automation literacy including:
• The ability to recognize, understand, and effectively use technology concepts in your day-to-day job functions including training, implementation, and testing
• A working knowledge of the technological systems and their makeup (hardware and software components) used in branch automation solutions
• A general understanding of data constructs (where is data stored, what systems “own” the data, what is the availability of data and KPI’s numerical interpretation)
• Analytical Skills - strong quantitative analytical and critical thinking skills

ATTENDANCE/WORK LOCATION

The position is based in our Richardson, TX Headquarters. Daily physical presence in the office is required for interaction with co-workers, attending meetings, and for collaboration on projects.

PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to stand, walk; sit stationary; constantly operate computer keyboarding and office equipment. talk or hear, to communicate with employees, and/ or customers (must be able to exchange accurate information in various situations). The employee is required to regularly communicate with other employees, confer or coordinate with other employees. While performing their duties the candidate must be able to travel overnight, including occasional weekends.

DISCLAIMER

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

ADDITIONAL REQUIREMENTS

• Applicants for U.S. or Canadian based positions with ARGO must be legally authorized to work in the United States or Canada. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available at this time for ARGO positions.
• Pre-employment background screening will be conducted.

DEPARTMENT

Product Management

This is a full time position