Retail Banking Solution Specialist (Richardson, TX)

ARGO; Richardson (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

ARGO in Richardson, TX, seeks a Retail Banking Solution Specialist to drive go-to-market for ARGO’s Connects product suite in the Financial Services sector. You will lead customer implementation projects, assess product competitiveness, and support sales with compelling demonstrations and RFI/RFP responses.

This role requires 3–5 years in retail banking, a bachelor's degree in a related field, travel up to 15%, and a collaborative approach across product management, UX, and sales to deliver

Qualifications

• 3–5 years of retail banking experience in financial services.
• Bachelor’s degree in Finance, Accounting, Management, Marketing, or Business Administration.
• Willing to travel up to 15% of the time.

Responsibilities

• Lead customer implementation projects and knowledge transfer.
• Support product competitiveness and regulatory compliance efforts.
• Create marketing collateral and assist with RFI/RFP responses and demonstrations.

Skills

Retail banking

Customer relationship management

Sales support

Requirements gathering

Team collaboration

Product knowledge

Regulatory compliance awareness

Communication skills

Travel readiness

Education

Bachelor’s Degree in Finance/Accounting/Management/Marketing/Business Administration

Job description

ARGO is a leading provider of software and analytics solutions for both the financial services and healthcare industries. ARGO transforms business processes for financial service providers and healthcare organizations using proven business models and software innovation informed by real customer challenges, breakthrough technology, and rich analytics.

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

• 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
  • Collaborating with user experience team to optimize user interface, workflow and usability
  • Responsible for customer-facing product documentation
  • Providing 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

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 and customer service and satisfaction.

• 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 – the ability to recognize, understand, and effectively use technology concepts in day‑to‑day job functions, training, implementation, and testing; working knowledge of the technological systems and their makeup (hardware and software components) used in branch automation solutions; general understanding of data constructs (where data is stored, what systems “own” the data, data availability and KPI 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; speak or hear, to communicate with employees or customers; and 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