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, cross-sell, and mergers that are positioned with relatively low intensity.

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

KEY RESPONSIBILITIES

• Effectively communicates and interacts with the customer.
• Introduces customers to their 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.

Configuration specific tasks

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

• 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.

Teller experience, preferred.

Banking experience, required.

Project management experience, preferred.

Required Skills:

• Must be organized
• Must be self-driven
• Must be a skilled communicator (both written and verbal)
• Must be skilled with time management and meeting deadlines
• Persuasion skills – ability to influence with diplomacy and tact
• Reasoning skills
• Computer skills – MS-Office suite of products and general technical aptitude
• Leadership skills
• Administrative skills
• Analytical skills
• Networking 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 (25-35%).

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.