Retail Banking Solution Specialist; Richardson, TX

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.

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.

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
  • 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

• 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.

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
• Cus…