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.

• 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

• Serve as a primary point of contact for clients throughout the implementation process

• Introduce customers to CSI solutions and provide product training to bank staff

• Ensure alignment between customer expectations and system functionality

• Deliver virtual training and guide customers through system usage

• 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

• 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

• 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

• 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

• Experience with CSI products such as Summit or POD+

• Familiarity with tools like File Zilla or similar file transfer platforms

• Experience working with financial institutions or banking systems

• Strong organizational and problem‑solving skills

• Remote (U.S.–based)

• Minimal travel required (estimated