Retail Banking Solution Specialist

Argo Data Resource Corporation; Richardson (TX); On-site; USD 85,000 - 115,000; Full time

Job summary

Argo Data Resource Corporation in Richardson, TX is seeking a Retail Banking Solution Specialist to drive go-to-market processes for the Connects product suite. The role has accountability for Customer Implementation Projects, Software Product Competitiveness and Sales Support.

The Connects solution extends customer experience and engagement throughout the customer journey, supporting acquisition, fulfillment, service, retention, and risk management across channels.

Qualifications

• Retail banking knowledge across acquisition, fulfillment, service and risk management.
• Experience implementing or supporting financial services products and customer deployments.
• Ability to operate with cross-functional teams and manage customer expectations.

Responsibilities

• Lead customer implementation projects and knowledge transfer during deployment.
• Ensure product competitiveness and regulatory compliance through requirements and design work.
• Support sales with marketing collateral, product demonstrations, and RFI/RFP responses.
• Collaborate with multiple departments (PM, BA, SDLC, Sales, product management) on cross-LOB initiatives.
• Travel up to 15% to visit customer sites and events.

Skills

Retail banking

Customer acquisition

Customer service

Cross-functional collaboration

Analytical thinking

IT automation literacy

Communication skills

Regulatory compliance AML/KYC

Sales support

Product knowledge

Education

Bachelor's degree in Finance/Accounting/Business

Tools

CRM systems

Office productivity tools

Job description

This is an onsite position in our offices in Richardson, Texas.

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.

The Connects solution extends customer experience and engagement throughout the customer\'s journey. It supports acquisition, fulfillment, service, retention, and risk management. It meets the needs of both individual and business customers in an Omni-channel world.

The Solution Specialist has high customer contact and must have credibility with customers ranging from end users to senior management. This position is highly collaborative, engaging multiple levels and departments within ARGO, including project managers, business analysts, SDLC staff (development, quality assurance, UX), sales, and other Line of Business product management on cross-LOB initiatives such as referrals, fraud/customer identification, cross-selling/offer management and customer engagement.

EXPECTED WORK AND PERFORMANCE

Job duties and responsibilities include the following. Other duties may be assigned as needed.

• 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
• 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

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

The candidate is a subject matter expert with retail banking knowledge of customer acquisition, fulfillment, service, and risk management across multiple delivery channels.

Candidate should have a 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

Candidate should have a good balance of knowledge in areas such as:

• 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\u2019s right to assign or reassign duties and responsibilities to this job at any time.