About The Position

CSI is hiring a DDA Implementations Manager to lead a team responsible for converting deposit account data from legacy systems to CSI’s core banking platform. This is a dual-role position combining hands-on project execution with team leadership and mentoring. You’ll manage a team of approximately 10 team members, ensuring timely, accurate, and high-quality data conversions for financial institutions across the country. This role is ideal for someone who thrives in a fast-paced, collaborative environment and is passionate about delivering exceptional results while supporting team growth and work-life balance.

Requirements

  • Bachelor’s degree in a technical or business-related field, or equivalent experience in banking or data processing
  • 5–8 years of experience Management within banking, financial services, or software industries
  • DDA applications and ACH processes
  • Service Charge routines, APA, Cash Reserve, HSA, Sweep, and Cash Management accounts
  • Deposit operations and core banking systems
  • Strong understanding of overall banking operations and peripheral systems
  • Excellent communication, organizational, and problem-solving skills
  • Ability to manage multiple priorities and work effectively in a remote, collaborative environment
  • Willingness to travel up to 10%

Responsibilities

  • Lead, mentor, and support a team of DDA Implementation Specialists
  • Assign and monitor tasks and project progress
  • Conduct regular 1-on-1s, team meetings, and performance reviews
  • Manage hiring, onboarding, and employee development
  • Approve time off, expenses, and oversee team capacity planning
  • Provide weekly updates to the Director of Implementations
  • Coordinate cross-functional efforts to meet project timelines and quality standards
  • Attend pre- and post-conversion calls, sales debriefs, and planning meetings
  • Review project documentation including specs, statements of work (SOWs), and updates
  • Monitor and manage project risks, issues, and special terms
  • Ensure proper documentation and reporting for each conversion
  • Analyze and map customer data from previous processors to CSI systems
  • Conduct data gathering and test review meetings with client banks
  • Set up Bank Control Records and balance test reports
  • Execute and document live conversions, mergers, and convert/merge events
  • Stay current on CSI application enhancements and DDA subsystems
  • Submit SMAIL requests for DDA statement print/render specs for each new bank conversion
  • Submit Task Tickets to retain SC Source Type downloads on Corpshare for 90 days
  • Send email requests to remove MoveIT access for SC Source Type after 90 days
  • Clean up Corpshare folders and remove bank data after the 90-day retention period
  • Review weekly and monthly reports on team performance, task status, and project utilization
  • Maintain and improve conversion methodologies, documentation, and best practices
  • Participate in monthly manager meetings and CAP plan reviews

Benefits

  • Competitive salary
  • Eligibility for incentive awards based on individual and business performance
  • Comprehensive range of benefits

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What This Job Offers

Job Type

Full-time

Career Level

Manager

Education Level

Bachelor's degree

Number of Employees

1,001-5,000 employees

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