Implementation Specialist - Time Deposits & Safe Deposit Box (50% Travel)

Job Description:

Are you someone who understands banking operations and enjoys helping others learn? Do you have experience working with Time Deposits (CD and IRA), Safe Deposit Box or New Accounts and want to take that knowledge beyond the branch? 

CSI is looking for an Implementation Specialist - Time Deposits & Safe Deposit Box, to support financial institutions through core conversions and implementations. This is a great opportunity for someone with banking experience who wants to grow into a more technical, client-facing role while helping banks successfully transition to CSI solutions. 

What You’ll Do 

As an Implementation Specialist, you'll be involved in client conversions from start to finish, with a primary focus on Time Deposits and Safe Deposit Boxes, correspondent balancing, and general ledger unposted balancing. 

You’ll serve as a client-facing resource throughout the conversion process, helping ensure tasks are completed accurately and on schedule while training bank employees on their new systems and processes. 

In this role, you will: 

• Support implementations and conversions involving Time Deposits and Safe Deposit Boxes 

• Balance Time Deposit and Safe Deposit Box activity and reconcile related control accounts 

• Assist with balancing activities involving general ledger accounts, ACH activity, cash letters, and correspondent accounts 

• Balance and repair unposted general ledger items 

• Understand how CDs and IRAs work throughout their lifecycle, including account activity, distributions, and related banking processes 

• Work directly with bank employees during conversions, helping them locate accounts, understand system functionality, and complete balancing activities 

• Train client employees on CSI solutions and processes related to Time Deposits and other assigned products 

• Serve as a consistent client-facing point of contact throughout assigned portions of the conversion 

• Monitor assigned tasks and timelines to help keep conversions on schedule 

• Partner with specialists supporting DDA, loans, cards, project management, and other areas of the conversion 

• Stay current on CSI products and enhancements to provide effective client training and implementation support 

What We’re Looking For 

Must Have 

• At least 2 years of relevant work experience 

• Banking or financial institution experience 

• Working knowledge of CDs and/or IRAs 

• Experience that may include teller, frontline banking, new accounts, deposit operations, or similar banking responsibilities 

• Understanding of how deposit accounts and transactions move through a financial institution 

• Strong communication and customer service skills 

• Ability to work directly with bank employees and explain processes in a clear, approachable way 
• Basic Microsoft Excel skills, including copying/pasting information and using basic formulas 

• Ability and willingness to travel as required for client conversions 

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

 What Will Help You Stand Out 

• Back-office or deposit operations experience 

• Strong IRA knowledge, including experience supporting IRA account activity and distributions 

• Experience balancing deposit accounts, control accounts, or general ledger activity 

• Experience with ACH, cash letters, or correspondent balancing 

• Previous involvement with a core banking conversion or system implementation 

• Experience training bank employees or customers 

• Familiarity with CSI solutions or NuPoint 

Travel Requirements 

• Approximately minimum 50% travel, based on business needs and the conversion schedule 

• Travel is typically Sunday through Friday during onsite conversions 

• Some conversions may require up to two consecutive weeks onsite 

• Saturday work is required during conversions to support balancing and go-live activities 

• Travel frequency will vary based on conversion volume, bank size, and project complexity 

• Ability to travel regularly and work a flexible schedule during conversion periods is required 

Why This Role? 

If you’ve built your banking knowledge at a branch, in new accounts, or within deposit operations and are ready for something different, this role gives you the opportunity to take that experience directly to CSI clients. 

You’ll learn the implementation and conversion process, work with different financial institutions, expand your knowledge of banking technology, and become part of the team responsible for helping banks successfully transition to CSI. 

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 

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

CSI is an Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, physical and mental disability, marital status, veteran status, or any other characteristic protected by applicable law. If you need an accommodation during the recruitment process, please email us at [email protected] and we will work with you to meet your accessibility needs.

For applicants residing in California, please read Privacy Notice for California Residents | CSI (csiweb.com)

Visa Sponsorship: We are unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.