Job Description:
As an Implementation Specialist – Item Processing, you will play a key role in delivering CSI’s item processing solutions—including POD+, Web RDC, and Smart Branch—to new and existing financial institution clients. This position combines technical configuration with customer-facing training and support, ensuring successful implementations from initial setup through go-live. You will partner closely with internal teams and bank clients to configure systems, facilitate training, and ensure a smooth transition during product implementations.
What You’ll Do
Implementation & Configuration
Execute implementation projects including new conversions, cross-selling opportunities, and system enhancements
Configure item processing solutions, including POD+, Web RDC, and Smart Branch
Support setup of equipment such as scanners and ensure proper system configuration
Assist with data validation, system setup, and pre-go-live readiness
Customer Engagement & Training
Serve as a primary point of contact for clients throughout the implementation process
Introducing customers to CSI solutions and providing product training to bank staff
Ensure alignment between customer expectations and system functionality
Deliver virtual training and guide customers through system usage
Project Coordination & Go-Live Support
Support go-live activities to ensure a smooth transition for customers
Monitor project progress and communicate updates with internal stakeholders
Provide post-implementation support and troubleshoot issues as needed
Cross-Functional Collaboration
Partner with product, software engineering, and support teams to deliver successful implementations
Stay informed on product updates and enhancements to support effective customer training and adoption
What Success Looks Like
Accurate configuration of item processing solutions
Successful and timely go-live transitions
Strong customer engagement and satisfaction
Effective communication across internal teams and client stakeholders
What We’re Looking For
Required:
Minimum of 2+ years of relevant experience in banking, fintech, or implementation roles
Experience with item processing, branch capture, or remote deposit capture
Strong communication and customer-facing skills
Understanding of file movement, FTP, and secure transfer processes
Ability to manage multiple priorities and work independently
Preferred:
Experience with CSI products such as Summit or POD+
Familiarity with tools like FileZilla or similar file transfer platforms
Experience working with financial institutions or banking systems
Strong organizational and problem-solving skills
Work Environment
Remote (U.S.-based)
Minimal travel required (estimated <10%)
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 [email protected] and we will work with you to meet your accessibility needs.
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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.
Skills Required
- Minimum of 2+ years of relevant experience in banking, fintech, or implementation roles
- Experience with item processing, branch capture, or remote deposit capture
- Strong communication and customer-facing skills
- Understanding of file movement, FTP, and secure transfer processes
- Ability to manage multiple priorities and work independently
- Authorized to work in the United States without the need for visa sponsorship
- Experience with CSI products such as Summit or POD+
- Familiarity with tools like FileZilla or similar file transfer platforms
- Experience working with financial institutions or banking systems
- Strong organizational and problem-solving skills
What We Do
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 technologies—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 software—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 Services—which include IT governance, compliance and risk management services—deliver cost-effective solutions that reduce the time and expense of managing security and compliance while ensuring technology is aligned to business objectives.
