Senior Implementation Specialist

Job Description

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose.

The Senior Implementation Specialist is responsible for planning, coordinating and executing client implementations from customer approval through activation of ATM, Remote Cash Capture, WSFS branch and automation solutions for new and existing clients.  This role ensures requirements are understood, setup is accurate, timelines are met, compliance controls are in place, contractual and regulatory requirements are met and clients are trained. This role serves as the primary liaison between Sales, Compliance, Operations, Support, Vendors and Channel Partners to ensure seamless and successful installations, integrations, go-live transitions, and resolving issues to provide a high touch client experience.  The ideal candidate has strong technical coordination skills, customer-facing experience and a solid understanding of cash handling, banking or financial services environment.

Job Responsibilities:

• Lead the implementation of ATM, Remote Cash Capture, WSFS branch and related cash automation solutions from contract signature through go-live.
• Develop and manage implementation plans, cost estimates, timelines, milestones and dependencies and maintain status reporting to stakeholders.
• Serves as the primary point of contact for clients and channel partners during onboarding, conversions and offboarding.
• Coordinate and manage detailed device boarding processes, including configuring ATM and remote cash capture devices, pricing, installation, system set ups, settlement, and billing terms.
• Validate transaction flows end-to-end authorization, settlement, reconciliation and exception handling to ensure successful go-live and post-implementation stabilization.
• Manage armored carrier bidding, onboarding, routes, pickup/delivery schedules, SLAs, cash orders, profiles, and issue resolution during onboarding.
• Develop standard operating procedures, quick reference guides and runbooks tailored to client environments.
• Identify process improvements to reduce risk, downtime and manual intervention.
• Lead and facilitate recurring client and channel partner meetings, ensuring clear agendas, active engagement, and timely follow-up by documenting and distributing comprehensive meeting minutes.
• Drive process standardization, playbook evaluation and post implementation reviews to capture learnings and reduce onboarding time.
• Validate operational handoffs to Client Support Team.
• Support customer training coordination and post installation handoff to support teams.

Minimum Qualifications:

• Bachelor’s degree in Business Administration or related field.
• 5+ years of experience including 3+ years of relevant experience in implementation, client onboarding and operations preferably in financial services, armored carrier operations or cash logistics.
• Ability to manage multiple implementations simultaneously and meet deadlines in a high-security environment.
• Excellent customer communication, problem solving and stakeholder management skills.
• Plans, prioritizes, and executes with thoroughness, escalates risks early.
• Strong understanding of ATM/remote cash capture hardware/software, integration and security controls.
• Must have a strong understanding of daily logistic operations managing the performance of the carrier.
• Must have proven ability to quickly learn new areas, as well as solid understanding of all major parts of the business. Strong understanding of software applications, database utilities, reporting tools, and project management.
• Skilled in managing multiple priorities and maintaining focus in high-volume, fast-paced settings while making sound, timely decisions under pressure.
• Ability to support operations during peak volume periods with agility and precision.
• Must be a creative and holistic problem-solver with the ability to convert complex datasets into actionable insights.
• Solutions require critical thinking, independent judgment, and deep understanding of internal systems and vendor logic.

Salary Range:

Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [email protected].

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.