Implementation Specialist- Banking & FinTech Solutions

Computer Services, Inc.
Computer Services, Inc.

United States · Remote

Posted on Jun 26, 2026

Job Description:

CSI is seeking an experienced Implementation Specialist II to lead software implementation, conversion, and deployment projects for both new and existing customers. This role is responsible for delivering successful implementations of complex solutions, supporting strategic customer initiatives, and serving as a trusted advisor throughout the project lifecycle. Implementation Specialists II typically lead multiple smaller projects or a major, high-impact implementation involving CSI's most complex software solutions. Responsibilities may include customer data conversion, software configuration, testing coordination, go-live support, and post-implementation transition activities.

What You'll Do

  • Serve as the primary liaison between CSI and financial institutions during implementations, conversions, system upgrades, and technical service projects.

  • Lead implementation projects for new conversions, cross-sell opportunities, mergers, and other high-profile customer initiatives.

  • Configure software solutions and support end-to-end implementation activities either independently or as part of a larger implementation team.

  • Develop, coordinate, and manage project plans, schedules, deliverables, and resources to ensure successful project execution.

  • Facilitate project meetings, technical walkthroughs, testing activities, issue resolution, and cross-functional review sessions.

  • Partner closely with Networking, Operations, Application Support, Engineering, Project Management, and Customer Success teams to ensure timely project delivery.

  • Gather and document client requirements to support software development, implementations, and conversion efforts.

  • Support system validation activities, test script development, file specification updates, production support, and test environment management as needed.

  • Collaborate with CSI leadership and internal stakeholders to ensure customers successfully deploy and utilize CSI solutions.

  • Participate in weekend and after-hours work when required to support customer implementations and project milestones.

  • Utilize AI tools such as ChatGPT, Claude, and other emerging technologies to improve efficiency, project delivery, documentation, and customer support.

Required Qualifications

  • Bachelor's degree or equivalent combination of education and experience.

  • Minimum of three (3) years of relevant experience in banking, fintech, software implementation, or a related field.

  • Prior banking and/or fintech experience required.

  • Experience using SQL for data analysis, troubleshooting, or implementation-related activities.

  • Basic understanding of JSON.

  • Understanding of relational database concepts.

  • Experience using AI tools (e.g., ChatGPT, Claude) or a willingness to learn and incorporate AI into daily workflows.

  • Strong communication, problem-solving, organizational, and customer relationship management skills.

  • Ability to manage multiple priorities and thrive in a fast-paced, customer-focused environment.

Preferred Qualifications

  • Experience leading customer-facing software implementations, conversions, or technical projects.

  • Knowledge of banking operations, core processing systems, and financial institution workflows.

  • Experience working cross-functionally with technical and non-technical teams.

  • Familiarity with project management methodologies and implementation best practices.

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 recruiter@csiweb.com and we will work with you to meet your accessibility needs.

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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.