Implementation Specialist – Time Deposits, Safe Deposit Box

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🛠️ Implementation Specialist

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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• No salary listed.

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CSI

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1965

💳 Fintech

🏦 Banking

🔒 Cybersecurity

💰 Private Equity Round on 2024-01

Fintech • Banking • Cybersecurity

CSI is a technology company specializing in modern banking solutions, offering products such as core banking software, digital banking, payment processing, and managed cybersecurity services. Their integrated solutions also include advisory services focused on financial crimes compliance and mitigation. CSI aims to empower financial institutions to thrive in a digital landscape while enhancing customer experience and operational efficiency.

📋 Description

• 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 general ledger accounts, ACH activity, cash letters, and correspondent accounts • Balance and repair unposted general ledger items • Understand CDs and IRAs throughout their lifecycle, including account activity, distributions, and related banking processes • Work directly with bank employees during conversions to 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 conversion areas • Stay current on CSI products and enhancements to provide effective client training and implementation support • Travel onsite for conversions, typically Sunday through Friday, sometimes for up to two consecutive weeks • Work Saturdays during conversions to support balancing and go-live activities

🎯 Requirements

• 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 • Approximately minimum 50% travel • Ability to travel regularly and work a flexible schedule during conversion periods • Must be authorized to work in the United States without the need for sponsorship now or in the future • 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

🏖️ Benefits

• Eligibility for incentive awards based on individual and business performance • Comprehensive range of benefits • Equal Opportunity Employer

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