Implementation Specialist; Banking Technology & Core Conversions

The Implementation Specialist is responsible for supporting the successful planning, installation, configuration, testing, conversion, and implementation of CSI’s NuPoint core banking solutions and related technologies. This role serves as a key liaison between customers, core providers, vendors, and internal CSI teams to ensure implementations are completed accurately, on schedule, and with a high level of customer satisfaction. The position combines customer-facing project coordination responsibilities with hands‑on technical implementation work.

The Implementation Specialist assists with software deployments, data conversions, user setup, troubleshooting, testing, training, and go-live activities while helping customers successfully transition to CSI solutions.

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 Net Ops, Sec Ops, 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…