Implementation Specialist - Item Processing

Hiring Remotely in USA Junior Configure and implement CSI item processing solutions (POD+, Web RDC, Smart Branch), set up equipment, validate data, train bank staff, coordinate go-live activities, and provide post-implementation support while liaising with product and engineering teams. The summary above was generated by AI, 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

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

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

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