Core Banking Implementation Specialist

CSI; United States; Remote; USD 70,000 - 100,000; Full time

Job summary

CSI is seeking an Implementation Specialist to support planning, installation, configuration, testing, conversion, and implementation of its NuPoint core banking solutions. You will serve as a liaison between customers, core providers, vendors, and CSI teams, delivering hands-on technical work and customer-facing project coordination.

The role involves software deployments, data conversions, user setup, testing, and go-live activities, with travel of about 40–50% to customer sites across the

Qualifications

• Minimum 1–2 years in IT, technical support, implementation, help desk, desktop support, systems administration, or related experience.
• Associate degree or equivalent combination of education and experience.
• Strong verbal and written communication skills.
• Ability to communicate with technical and non-technical audiences.
• Customer-service mindset with 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 organizational, 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%.

Responsibilities

• 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 elevate issues when additional expertise is required.
• Coordinate with financial institutions and their core providers to obtain data files for conversion and testing.
• Download, transfer, and distribute customer files using FTP and other secure transfer methods.
• Track conversion deliverables and ensure 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 testing and production environments.
• Identify, document, and elevate conversion issues requiring additional review.
• Install, configure, and support NuPoint software and related applications.
• Assist with hardware, workstation, and peripheral installations at customer locations.
• Configure software, system settings, and application environments per 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.
• Troubleshoot workstation, application, connectivity, hardware, and software issues during implementations and conversions.
• Perform first-level issue triage and determine 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.
• 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.
• 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.

Skills

Customer communication

Project coordination

Troubleshooting

Technical aptitude

Verbal and written communication

Travel willingness

Education

Associate degree or technical certification

Trade-school education or equivalent

Tools

FTP concepts

Software installation

Go-live support

Job description

CSI is seeking an Implementation Specialist to support planning, installation, configuration, testing, conversion, and implementation of its NuPoint core banking solutions. You will serve as a liaison between customers, core providers, vendors, and CSI teams, delivering hands-on technical work and customer-facing project coordination.

The role involves software deployments, data conversions, user setup, testing, and go-live activities, with travel of about 40–50% to customer sites across the