About The Position

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.

Requirements

  • 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
  • Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.

Nice To Haves

  • 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

Responsibilities

  • 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
  • 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
  • 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
  • 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

Benefits

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