Job Description:
The Implementations Specialist serves as the primary bank-facing owner for assigned functional implementation workstreams, providing continuity across CIF, FMS, TFR, third-party integrations, and NuPoint Security. The role coordinates specialists, bank decisions, dependencies, readiness, and communication throughout the implementation.
The Implementations Specialist confirms scope, guides the bank through the conversion approach and responsibilities, drives readiness for training, testing, conversion, and operational transition, and coordinates completion and handoff activities through post-conversion stabilization.
KEY RESPONSIBILITIES
- Serve as the primary bank-facing point of contact for assigned functional workstreams, providing continuity and connecting the bank with the appropriate specialists.
- Confirm project scope, introduce the specialist team, and explain the conversion approach, timeline, bank responsibilities, and key dependencies.
- Use the Conversion Questionnaire and other project artifacts to identify requirements, decisions, dependencies, and bank-specific considerations for specialist follow-up.
- Maintain the functional delivery plan, including milestones, decisions, dependencies, risks, owners, and unresolved issues.
- Lead or coordinate recurring status discussions and translate specialist updates into clear decisions, responsibilities, and next steps for the bank.
- Drive bank readiness for training, testing, conversion, and operational transition to NuPoint in coordination with specialists and other implementation resources.
- Coordinate go-live coverage, transition support, exception handling, and escalation through the Project Manager and appropriate internal teams.
- Confirm completion of assigned functional responsibilities, track remaining post-conversion items, and support the handoff to Customer Experience.
PRIMARY RESULTS ACCOUNTABLE FOR ACHIEVING
- The bank has one accountable, bank-facing owner and understands specialist roles, responsibilities, milestones, and dependencies.
- Decisions, risks, issues, ownership, and readiness are visible and addressed early enough to protect the conversion timeline.
- Training, testing, conversion, go-live support, and operational transition activities are coordinated through stabilization.
- Assigned functional workstreams are completed accurately, unresolved post-conversion items are tracked, and the customer is successfully handed off to Customer Experience.
JOB REQUIREMENTS
- Experience or equivalent to a 4-year college degree
- Banking operations knowledge and/or experience required.
- The minimum amount of relevant work experience required to successfully perform the job is at least two (2) years.
- Team and/or project management experience preferred.
- Mathematical skills
- Communication skills – demonstrated verbal and written communication skills
- Reasoning skills
- Computer skills – MS-Office suite of products
- Leadership skills
- Managerial skills
- Administrative skills
- Analytical skills
- Networking skills
- Organization and time management skills
Requires regular contact both inside and outside the company to carry out company policy and programs; and requires abilities of persuasion and negotiation.
DECISION MAKING
Achieves planned results by decisions and actions based on professional methods, business principles, and practical experience.
SUPERVISION RECEIVED
General Direction. Exercises considerable latitude in determining objectives and approach to assignments. Completed work is reviewed from a long-term perspective for desired results.
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
- Experience equivalent to a four-year college degree
- Banking operations knowledge and/or experience
- At least two years of relevant work experience
- Team and/or project management experience
- Mathematical skills
- Verbal and written communication skills
- Reasoning skills
- Computer skills, including Microsoft Office Suite
- Leadership skills
- Managerial skills
- Administrative skills
- Analytical skills
- Networking skills
- Organization and time management skills
- Persuasion and negotiation abilities
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.
