Implementation Specialist - Item Processing

Responsibilities

• 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

Requirements

• 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)
• 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.

Benefits

Additional Information

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.

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