Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 21 days ago

Implementation Specialist (Banking Technology & Core Conversions)

CSI11 open roles

Where
Remote, USA
Work mode
Remote
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowImplementation Specialist (Banking Technology & Core Conversions)CSI · Remote, USA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on CSI's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

8.4% of postings close within 7 days. Measured by our own scanner across the market. CSI postings stay open a median of 21 days.

Share of postings closed within
  1. 1.8%1 day
  2. 4.0%3 days
  3. 8.4%7 days
  4. 15.4%14 days
  5. 34.1%30 days
This job: posted 21 days ago

CSI median: 21 days open

The posting

Job Description:

The Implementation Specialist is responsible for supporting the successful planning, installation, configuration, testing, conversion, and implementation of CSI's NuPoint core banking solutions and related technologies. This role serves as a key liaison between customers, core providers, vendors, and internal CSI teams to ensure implementations are completed accurately, on schedule, and with a high level of customer satisfaction. The position combines customer-facing project coordination responsibilities with hands-on technical implementation work. The Implementation Specialist assists with software deployments, data conversions, user setup, troubleshooting, testing, training, and go-live activities while helping customers successfully transition to CSI solutions.

What You'll Do

Customer Communication & Project Coordination

  • Serve as a primary point of contact for assigned implementation projects.
  • Communicate effectively with bank leadership, end users, vendors, core providers, and internal CSI teams.
  • Coordinate implementation activities, project milestones, and customer expectations throughout the conversion process.
  • Gather and document customer requirements and project information.
  • Communicate project risks, status updates, and implementation recommendations to appropriate stakeholders.
  • Build strong working relationships with customers and internal business partners.
  • Coordinate resources and escalate issues when additional expertise is required.

Data Conversion & Implementation Support

  • Coordinate with financial institutions and their existing core providers to obtain customer data files required for conversion and testing.
  • Download, transfer, and distribute customer files using FTP and other secure file-transfer methods.
  • Track conversion deliverables and ensure required files are received on schedule.
  • Support customer conversion planning, preparation, execution, and validation activities.
  • Configure test-bank environments to support customer testing and validation.
  • Set up users, permissions, and system access in both testing and production environments.
  • Identify, document, and escalate conversion issues requiring additional review.

Software Installation & Configuration

  • Install, configure, and support NuPoint software and related ancillary applications.
  • Assist with hardware, workstation, and peripheral installations at customer locations.
  • Configure software, system settings, and application environments according to project requirements.
  • Validate hardware and software functionality prior to customer testing and production conversion.
  • Coordinate implementation activities with engineering, support, and infrastructure teams.
  • Maintain knowledge of CSI products, implementation processes, and technology solutions.

Troubleshooting & Technical Support

  • Troubleshoot workstation, application, connectivity, hardware, and software issues during implementations and conversions.
  • Perform first-level issue triage and determine appropriate resolution paths.
  • Work with NetOps, SecOps, Managed Services, customer IT teams, and third-party vendors to resolve technical issues.
  • Support customers during testing, conversion weekends, and go-live activities.
  • Escalate unresolved issues to appropriate technical teams while maintaining customer communication.
  • Assist in maintaining stable customer environments throughout implementation activities.

Training & Go-Live Support

  • Guide customers through testing and validation activities.
  • Deliver training and knowledge-transfer sessions to end users and customer stakeholders.
  • Support implementation, go-live, hyper-care, and transition activities.
  • Provide initial post-conversion support and assist with issue resolution.
  • Coordinate successful transitions to CSI support teams following implementation completion.
  • Help ensure customers are fully prepared to operate their new environment successfully.

Documentation & Project Delivery

  • Maintain implementation documentation, configuration records, testing results, and project notes.
  • Document completed work, technical changes, issues, resolutions, and customer requirements.
  • Support project schedules, milestones, and implementation deliverables.
  • Assist in developing runbooks, knowledge-base materials, and implementation documentation.
  • Complete assigned work according to customer, project, budget, and timeline expectations.

What We're Looking For

Required Qualifications

  • Minimum of 1-2 years of relevant IT, technical support, implementation, help desk, desktop support, systems administration, or related experience.
  • Associate degree, technical certification, trade-school education, or equivalent combination of education and experience.
  • Strong verbal and written communication skills.
  • Ability to communicate effectively with technical and non-technical audiences.
  • Customer-service mindset with strong relationship-building skills.
  • Demonstrated troubleshooting and problem-solving abilities.
  • General knowledge of computer hardware, software, operating systems, and networking fundamentals.
  • Experience installing, configuring, or supporting software applications and end-user systems.
  • Familiarity with file transfers, FTP concepts, and basic technical file management.
  • Strong organization, time-management, and project-coordination skills.
  • Proficiency with Microsoft Office applications.
  • Ability to learn new technologies, products, and implementation processes.
  • Willingness and ability to travel approximately 40-50%.

Preferred Qualifications

  • Banking or financial institution experience.
  • Core banking implementation or conversion experience.
  • NuPoint experience.
  • Experience supporting software implementations or technology deployments.
  • Customer-facing implementation, training, or consulting experience.
  • Familiarity with data conversion, testing, and go-live activities.
  • Experience working with managed-service providers, infrastructure teams, or customer IT organizations.

Travel Requirements

Travel is expected to average approximately 40-50% depending on implementation schedules and customer needs. Travel generally consists of two-to-five-day customer visits occurring several times per month and may fluctuate based on conversion activity and project demand.

What Success Looks Like

Success in this role will be measured through:

  • Successful implementation and conversion outcomes.
  • Customer satisfaction throughout the implementation lifecycle.
  • Accurate and timely completion of implementation deliverables.
  • Effective troubleshooting and issue resolution.
  • Strong communication with customers, vendors, and internal teams.
  • Quality of implementation documentation and project records.
  • Successful completion of testing and go-live activities.
  • Effective coordination of CSI resources and customer stakeholders.
  • Ability to learn and grow within CSI's evolving implementation organization.

As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional financial institutions solve their customers’ needs through open and flexible technologies. In addition to its award-winning core banking platform, these include the latest in lending, digital banking, payments, financial crime prevention and cybersecurity. Building on its 60-year track record of personalized service, CSI is shaping the future of banking and empowering its customers to rival their competition. For more information about CSI, visit www.csiweb.com

CSI provides rewarding and challenging career opportunities for our employees. When determining your pay, we consider various factors such as your skills, qualifications, experience and location. Along with a competitive salary, this position includes eligibility for incentive awards based on both individual and business performance. We also offer a comprehensive range of benefits. To learn more about our benefits, visit: Benefits Summary

CSI is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, physical and mental disability, marital status, veteran status, or any other characteristic protected by applicable law. If you need an accommodation during the recruitment process, please email us at [email protected] and we will work with you to meet your accessibility needs.

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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against CSI's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on CSI's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    CSI's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.