Teller Product Specialist at ARGO Richardson, TX

Downtown Boulder Partnership; Richardson (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

Downtown Boulder Partnership is seeking a Teller Product Specialist based in Richardson, TX, responsible for executing go-to-market strategies for ARGO's Teller Payment Fraud product suite. This role demands high customer interaction and collaboration across various departments to ensure product effectiveness and competitiveness.

The ideal candidate will hold a Bachelor’s degree in a related field and possess at least 3 years of experience in retail banking. Key responsibilities include managing customer implementation projects, enhancing product features, and supporting sales through effective communication and documentation.

Qualifications

• Minimum of 3 years of experience in Financial Services, particularly in retail banking.
• Proven ability to communicate effectively with customers and co-workers.
• Strong knowledge in regulatory compliance areas like AML/CTR.

Responsibilities

• Lead customer implementation projects, ensuring best practices transfer to clients.
• Maintain product competitiveness through documentation and user interface optimization.
• Support sales initiatives by creating marketing materials and presenting product value.

Skills

Retail Banking experience

Customer service

Analytical Skills

Communication Skills

Education

Bachelor’s Degree in Finance or related field

Job description

Teller Product Specialist job at ARGO. Richardson, TX.

A Teller Product Specialist’s role is to execute go-to-market processes for ARGO’s Teller Payment Fraud product suite with accountability for Customer Implementation Projects, Product Competitiveness and Sales Support.

The Teller Product Specialist (internal job title, Product Manager) 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.

1. Customer Implementation Projects - transferring best practices solution knowledge to Argo customers during deployment (60% of time):
2. Leading efficient knowledge transfer, requirements gathering, user training, and solution usage optimization
3. Maintains ongoing relationships with customer subject matter experts and scouts for revenue opportunities for add-on products
4. 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.

1. 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):
2. Maintaining and enhancing the product with best practice feature functionality through complete written business requirements definition and conceptual design
3. Collaborate with user experience team to optimize user interface, workflow and usability
4. Responsible for customer facing product documentation
5. Provides test support through the planning and execution of test scenarios from a functional perspective

1. Sales Support - to support ARGO sales by conveying product value and capabilities to market prospects (10% of time), through:
2. Creates marketing collateral materials - written and presentation
3. Presents and articulates value proposition of product solutions through customer demonstrations
4. Prepares RFI/RFP responses
5. Customer studies – requirements / best practices, cost benefit analysis

QUALIFICATIONS

• Retail Banking work experience: a minimum of 3 years in Financial Services with the requisite knowledge of the areas above. 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 Teller Product Specialist is a subject matter expert with retail banking knowledge of branch monetary transactions and payment (item processing) processing.

Candidate should have a detailed knowledge of:

• Branch operations (monetary transactions, cash handling, balancing, G/L, reporting)
• Customer service and satisfaction
• Teller performance metrics
• Branch sales – referrals, cross selling / upsell

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

• Back-office deposit operations including payments processing related to branch image capture (item processing, reconciliation, posting, adjustments)
• Check and payment fraud detection (detailed fraud knowledge is a plus)
• Customer identity and authentication
• Regulatory Compliance (AML/CTR, KYC, RegCC)
• 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
• A working knowledge of the technology 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, Memphis, TN or Toronto, CA office. 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.