Implementation Specialist – Banking Technology, Core Conversions

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist in the planning, installation, configuration, testing, conversion, and deployment of CSI's NuPoint core banking solutions and associated technologies.

• Act as the main point of contact for designated implementation projects.

• Engage with bank leadership, end users, vendors, core providers, and internal CSI teams.

• Organize implementation activities, project milestones, customer expectations, resources, and escalations.

• Collect and document customer requirements and project details.

• Acquire, download, transfer, and distribute customer data files using FTP and other secure file transfer methods.

• Monitor conversion deliverables and assist in conversion planning, execution, and validation.

• Set up test-bank environments and configure users, permissions, and system access.

• Install, configure, and provide support for NuPoint software and related applications.

• Help with hardware, workstation, and peripheral installations at customer sites.

• Diagnose workstation, application, connectivity, hardware, and software issues.

• Conduct first-level issue triage and facilitate resolution with technical teams, customer IT departments, and vendors.

• Support customers during testing, conversion weekends, go-live, hyper-care, and transition activities.

• Provide training and knowledge transfer sessions to end users and customer stakeholders.

• Keep implementation documentation, configuration records, testing results, project notes, runbooks, and knowledge base materials up to date.

• Ensure successful transitions to CSI support teams after the completion of implementations.

⛳️ Requirements

• A minimum of 1-2 years of relevant experience in IT, technical support, implementation, help desk, desktop support, systems administration, or a related field.

• An associate degree, technical certification, trade-school education, or a comparable combination of education and experience.

• Excellent verbal and written communication skills.

• Capability to communicate effectively with both technical and non-technical audiences.

• A customer-service orientation with strong relationship-building abilities.

• Proven troubleshooting and problem-solving skills.

• General understanding of computer hardware, software, operating systems, and networking principles.

• Experience in installing, configuring, or supporting software applications and end-user systems.

• Knowledge of file transfers, FTP concepts, and basic technical file management.

• Strong organizational, time-management, and project-coordination skills.

• Proficiency in Microsoft Office applications.

• Ability to learn new technologies, products, and implementation processes quickly.

• Willingness and capability to travel approximately 40-50% of the time.

• Applicants must be authorized to work in the United States without requiring future sponsorship.

• Experience in banking or financial institutions.

• Background in core banking implementation or conversion.

• Familiarity with NuPoint.

• Experience in supporting software implementations or technology deployments.

• Customer-facing experience in implementation, training, or consulting.

• Knowledge of data conversion, testing, and go-live activities.

• Experience collaborating with managed-service providers, infrastructure teams, or customer IT organizations.

🏝️ Benefits

• Eligibility for incentive awards based on both individual and business performance.

• Comprehensive range of benefits.