Implementations Specialist - New Account Console/Wire

Location: Any CSI office. Open to location discussion.

JOB SUMMARY

Implementation Specialists are responsible for executing solution and application implementations for existing and new customers. They focus on and are typically assigned to implementations of one or more smaller solution(s) from lower complexity software and/or smaller customers. Their projects include new conversions and cross-sales that are positioned with relatively low intensity.

Specific activities Implementation Specialists perform may include customer data conversion and configuration, training, supporting during go-live transition, and/or a combination of both.

KEY RESPONSIBILITIES

• Effectively communicates and interacts with the customer.

• Meeting with customers regularly to understand their needs and effectively determining how to best implement the solution into our software.

• Review new account disclosures and translate customers' disclosures into our software.

• Introduces customers to their New Account Console, CSI Wire, and NuFund CSI solution(s).

• Defines implementation requirements and ensures alignment with each customer's functional expectations.

• Stays informed about all relevant products and enhancements to ensure knowledge for successful training and conversion.

• Performs other duties as assigned.

Product mapping and configuration specific tasks

• Gathers requirements for and configures application settings within CSI solution to meet the client's functional expectations.

• Prepares for and executes solution testing; may lead customers through initial acceptance testing activities; triages issues resulting from user acceptance testing.

• Performs other duties as assigned.

Transition specific tasks

• Prepares and delivers solution training to end users.

• Provides initial go-live, hyper-care, support; prepares and executes the transition plan for on- gong customer support.

• Supports post-implementation issue resolution and training, as necessary.

PRIMARY RESULTS ACCOUNTABLE FOR ACHIEVING

• When applicable, that data is converted accurately.

• Application configuration is complete and accurate.

• Customer is properly trained for use of the systems.

• Customer is effectively supported during the project transition period.

• All parts of the implementation process are successful, and the customer is satisfied.

JOB REQUIREMENTS

Education & Certifications:

Education or job knowledge equivalent to college or university undergraduate education.

Experience:

The minimum amount of relevant work experience required to successfully perform the job is at least two (2) years.

Banking experience required.

New account opening experience preferred.

Required Skills:

• Customer support skills

• Problem solving

• Attention to detail

• Coaching, training, presenting skills

• Critical thinking and analytical skills

• Teamwork

• Project management

• Communication skills - demonstrated verbal and written communication skills

• Computer skills - MS-Office suite of products and general technical aptitude

• Leadership skills

• Administrative skills

• Organization and time management skills

RELATIONSHIP BUILDING

This position requires regular contact both inside and/or outside the company.

DECISION MAKING

The position requires the use of judgment to plan and perform; general decisions are made to solve a problem or select a course of action for a standard or recognized method of operation.

SUPERVISION RECEIVED

General Supervision. Assignments are both task-oriented and objective-oriented. Work is reviewed for soundness of judgement and overall adequacy and accuracy.

WORK ENVIRONMENT

The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Travel: Some travel required (20%).

Physical Demands:

The employee is regularly required to sit, talk, and hear, and use hands to finger, handle or feel. This position requires the ability to occasionally lift or move up to 10 pounds. This position requires close vision (clear vision at 20 inches or less) and the basic need to look at a computer screen 8 hours a day.

Not For Albany County, NY, California, Colorado, Connecticut, Hawaii, Maryland, Nevada, New York City, Washington applicants.

CSI is a leading fintech, regtech and cybersecurity solutions partner operating at the intersection of innovation and service. As a trusted technology company, CSI excels at driving businesses forward with a unique blend of cutting-edge solutions, decades of experience and a commitment to authentic partnerships defined by our customer-first culture.

CSI is dedicated to providing challenging and rewarding careers for our employees across the country and offers a competitive compensation package, including health, dental and vision insurance, paid vacation, 401k, and much more!

For more information about CSI, visit www.csiweb.com.

CSI is proud to be an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, veteran status, genetics, or any other legally protected basis.

If you live less than one (1) hour drive from a CSI office, you will be required to be hybrid in-office.

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