Implementation Specialist (Banking Technology & Core Conversions)

Csiweb; United States; On-site; USD 55,000 - 85,000; Full time

Job summary

CSIweb in the United States is seeking a detail-oriented IT Implementation Specialist to manage customer communications and project coordination during bank software conversions. You will support data conversion, software installation, troubleshooting, and go-live activities, coordinating with bank leadership, vendors, and CSI teams.

Ideal candidates have 1–2 years IT support experience, an associate degree or equivalent, strong communication, and problem-solving skills.

Qualifications

• 1–2 years in IT, technical support, implementation, or related roles.
• Associate degree or technical certification or equivalent experience.
• Strong verbal and written communication skills.
• Ability to explain technical concepts to non-technical audiences.
• Customer-service mindset with relationship-building skills.
• Basic knowledge of computer hardware and software.

Responsibilities

• Serve as a primary contact for assigned implementation projects.
• Communicate with bank leadership, end users, vendors, core providers, and CSI teams.
• Coordinate milestones, activities, and customer expectations throughout the conversion.
• Gather and document customer requirements and project information.
• Report project risks, status updates, and recommendations to stakeholders.
• Build strong relationships with customers and internal partners.
• Coordinate resources and escalate issues requiring additional expertise.
• Coordinate with institutions and core providers for data files.
• Manage file transfer via FTP and secure methods.
• Track deliverables and ensure files are received on schedule.
• Support planning, execution, and validation of conversions.
• Configure test-bank environments for testing and validation.
• Set up users, permissions, and system access in testing/production.
• Identify and elevate conversion issues.
• Install, configure, and support NuPoint software and related apps.
• Assist with hardware and workstation installations.
• Configure software and environments per project.
• Validate functionality prior to testing.
• Coordinate with engineering, support, and infrastructure teams.
• Maintain knowledge of CSI products and implementation processes.
• Troubleshoot issues during implementations and conversions.
• Perform first-level triage and route to resolutions.
• Work with NetOps, SecOps, MSPs, and vendors to resolve issues.
• Support customers during testing, go-live, and hyper-care.
• Escalate unresolved issues to appropriate teams.
• Help ensure a stable customer environment during implementation.
• Deliver training and knowledge-transfer sessions.
• Coordinate transitions to CSI support teams after go-live.
• Ensure customers are prepared to operate their new environment.

Skills

Customer communication

Project coordination

IT support

Data conversion

Technical documentation

Education

Associate degree or technical certification

Job description

Job Description:

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 elevate 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 elevate 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, operat