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Implementation Specialist - Digital Banking

Role overview

Qualifications

  • 2+ years of experience in banking, fintech, software implementation, customer onboarding, project coordination, or a related field
  • Strong Microsoft Excel skills
  • Excellent communication and customer-facing skills
  • Strong organizational and time management abilities

Responsibilities

  • Serve as the primary point of contact for customers during implementation projects
  • Introduce customers to CSI digital banking solutions and implementation processes
  • Gather implementation requirements and ensure alignment with customer expectations
  • Conduct data gathering sessions to understand file movement and system configuration needs

Key facts

Other skills

  • Microsoft Excel
  • Microsoft Office
  • Organizational Skills
  • Time Management
  • Communication
  • Problem Solving

About the company

Computer Services Incorporated logo

Computer Services Incorporated

Financial Services

As a forward-thinking technology partner, we accelerate our delivery of cutting-edge solutions to empower our customers’ growth. CSI heavily invests in research and development, product partnerships and strategic acquisitions to provide the most innovative technologiesβ€”all while maintaining our service-first mentality. We drive financial institutions and other businesses forward with a variety of services, including: Core Banking With more than 57 years as a leader in core bank processing, CSI’s enterprise banking solutions empower institutions to compete in an open banking environment while growing assets, developing additional revenue streams and reaching new customers by integrating the latest digital technologies. Regulatory Compliance As an established leader in compliance, top global brands trust CSI as their regtech partner and rely on us for our advanced compliance softwareβ€”including industry-leading fraud and anti-money laundering solutions. Managed Cybersecurity CSI offers cloud-based cybersecurity services, with 24/7 monitoring, real-time incident remediation, seamless compliance integration and industry-leading support for enhanced threat mitigation. IT Management As one of the largest, most trusted managed services partners in the country, we take a consultative approach to IT management to provide a scalable, efficient IT enterprise that supports institutions’ growth and regulatory needs. Document Distribution From digital document delivery to cost-efficient print and mail services, CSI provides a full range of document distribution solutions to help financial institutions stay connected with their customers. Advisory Services CSI’s Advisory Servicesβ€”which include IT governance, compliance and risk management servicesβ€”deliver cost-effective solutions that reduce the time and expense of managing security and compliance while ensuring technology is aligned to business objectives.

Company details

Company typeLarge
IndustryFinancial Services
Company size1001 - 5000

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Job description

Job Description:

As a Digital Banking Implementation Specialist, you'll play a critical role in helping financial institutions successfully deploy CSI's digital banking solutions. You'll partner directly with customers throughout the implementation lifecycle, guiding them through data gathering, system configuration, testing, training, and go-live activities. This role is ideal for someone who enjoys working with customers, solving problems, managing multiple projects, and helping banks maximize the value of their digital banking technology investments.

What You'll Do

  • Serve as the primary point of contact for customers during implementation projects.

  • Introduce customers to CSI digital banking solutions and implementation processes.

  • Gather implementation requirements and ensure alignment with customer expectations.

  • Conduct data gathering sessions to understand file movement and system configuration needs.

  • Configure applications and support system setup activities.

  • Lead testing and review sessions with financial institution customers.

  • Deliver training and support customers through the go-live process.

  • Provide post-implementation support to ensure a successful transition.

  • Stay current on product enhancements and new functionality.

What Success Looks Like

  • Accurate and efficient customer data conversions.

  • Complete and accurate product configurations.

  • Customers are confident using their new digital banking solutions.

  • Smooth implementation and go-live experiences.

  • High levels of customer satisfaction and project success.

What We're Looking For

Required Qualifications

  • 2+ years of experience in banking, fintech, software implementation, customer onboarding, project coordination, or a related field.

  • Strong Microsoft Excel skills.

  • Excellent communication and customer-facing skills.

  • Strong organizational and time management abilities.

  • Ability to manage multiple priorities in a fast-paced environment.

  • Ability to work independently and collaboratively across teams.

  • Proficiency with Microsoft Office applications.

Preferred Qualifications

  • Banking, digital banking, or financial technology experience.

  • General bank accounting knowledge.

  • Experience supporting software implementations or customer conversions.

  • Familiarity with digital banking products and online banking platforms

Travel

  • Travel up to 25%

    As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional financial institutions solve their customers’ needs through open and flexible technologies. In addition to its award-winning core banking platform, these include the latest in lending, digital banking, payments, financial crime prevention and cybersecurity. Building on its 60-year track record of personalized service, CSI is shaping the future of banking and empowering its customers to rival their competition. For more information about CSI, visit www.csiweb.com 

    CSI provides rewarding and challenging career opportunities for our employees. When determining your pay, we consider various factors such as your skills, qualifications, experience and location. Along with a competitive salary, this position includes eligibility for incentive awards based on both individual and business performance. We also offer a comprehensive range of benefits. To learn more about our benefits, visit: Benefits Summary

    CSI is an Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, physical and mental disability, marital status, veteran status, or any other characteristic protected by applicable law. If you need an accommodation during the recruitment process, please email us at recruiter@csiweb.com and we will work with you to meet your accessibility needs.

    For applicants residing in California, please read Privacy Notice for California Residents | CSI (csiweb.com)

    Visa Sponsorship: We are unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.

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    Marcus Rivera

    Chief Revenue Officer

    m.rivera@company.com
    linkedin.com/in/marcusrivera
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