About The Position

The Digital Banking Implementation Specialist helps financial institutions deploy CSI’s digital banking solutions. The specialist works directly with customers throughout the implementation lifecycle, guiding them through requirements gathering, system configuration, testing, training, and go-live activities. The role includes post-implementation support and keeping current with product enhancements and new functionality. It suits someone who enjoys customer interaction, problem-solving, and managing multiple projects to help banks get value from their digital banking technology investments. Success in the position includes accurate and efficient customer data conversions, complete product configurations, customer confidence in new digital banking solutions, smooth implementations and go-lives, and strong customer satisfaction and project outcomes. Travel up to 25% is required. CSI describes itself as a software provider serving community and regional financial institutions with core banking, lending, digital banking, payments, financial crime prevention, and cybersecurity technologies. The company states that the position offers a competitive salary, eligibility for incentive awards based on individual and business performance, and a comprehensive range of benefits. Visa sponsorship is not available; applicants must be authorized to work in the United States without current or future sponsorship.

Requirements

  • At least 2 years of experience in banking, fintech, software implementation, customer onboarding, project coordination, or a related field.
  • Strong Microsoft Excel skills.
  • Excellent communication and customer-facing skills.
  • Strong organizational and time-management abilities.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Ability to work independently and collaboratively across teams.
  • Proficiency with Microsoft Office applications.
  • Must be authorized to work in the United States without the need for visa sponsorship now or in the future.

Nice To Haves

  • Banking, digital banking, or financial technology experience.
  • General bank accounting knowledge.
  • Experience supporting software implementations or customer conversions.
  • Familiarity with digital banking products and online banking platforms.

Responsibilities

  • Serve as the primary point of contact for customers during implementation projects.
  • Introduce customers to CSI digital banking solutions and implementation processes.
  • Gather implementation requirements and ensure alignment with customer expectations.
  • Conduct data-gathering sessions to understand file movement and system configuration needs.
  • Configure applications and support system setup activities.
  • Lead testing and review sessions with financial institution customers.
  • Deliver training and support customers through go-live.
  • Provide post-implementation support to ensure a successful transition.
  • Stay current on product enhancements and new functionality.

Benefits

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