Implementation Specialist – Item Processing

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.

What You’ll Do
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

What We’re Looking For
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)

Minimal travel required (estimated <10%)

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.

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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.