Location: Any CSI Office. Open to location discussion.
CSI’s Conversion department has an opening for a Deposits Implementations Manager. The Implementations Specialist Manager role is a dual position. As a working manager you will be responsible for a team of approximately 11 individuals to lead, mentor, and ensure accurate delivery of converted data from previous vendors onto CSI core systems. In addition, you will be responsible for coordinating and managing assigned projects to ensure timely and accurate conversion of customer data to CSI. This position will support the organizations purpose to successfully deliver high quality projects as efficiently as possible while ensuring a work life balance for our employees.
Responsibilities
- Assign independent tasks/projects to direct reports and monitor progress
- Initiate regular engagement and communication with application teams to ensure project is progressing as planned
- Work with your teams to establish individual goals which support the attainment of departmental goals and driving action to ensure achievement
- Facilitate team discussions regarding major issues with the core conversion process
- Conduct regular monthly team meetings and weekly reporting
- Proactively identify and manage key project issues & risks
- Coordinate projects with internal departments to meet timelines and quality standards
- Manage performance of direct reports
- Manage new hires and termination of employees
- Provide weekly progress reports to Director of Implementations
- Drive ongoing evolution and improvement of data conversion team methodologies, processes, best practices, and documentation
- Ongoing review and reporting of items such as goal achievement, team accomplishments, and team priorities
- Keep current on CSI product enhancements, industry trends and best practices so that training plans can be developed and executed for team members
- Ongoing management and mentoring of team members including regular 1-on-1 with your direct reports
- Execute annual performance assessments and review processes for your organization
- Other duties as assigned
Conversion Responsibilities
- Analyze master files from other processors
- Conduct data gathering meetings with customer banks
- Map data from prior processor to CSI’s master files
- Set up Bank Control Records
- Review and balance test reports
- Prepare test review and conversion documentation
- Conduct test review meetings with customer banks
- Run, balance, and document the live conversion, merger, or convert/merge
- Keep current on application enhancements and DDA sub-systems
JOB REQUIREMENTS Education & Certifications:
A college degree in technical or business field of study or equivalent experience in the banking or data processing industry.
Experience
Minimum 6 - 8 years of experience in the following:
- Management experience in banking, financial services, and/or software industries preferred
- Thorough knowledge of DDA application and working knowledge of ACH
- A solid understanding of Service Charge routines, APA, Cash Reserve, HSA accounts, Sweep and Cash management accounts.
- Strong deposit operation background or experience preferred.
- Strong and broad knowledge of overall banking operations
- Knowledge of core and peripheral banking systems
Required Knowledge, Skills, And Abilities
- Positive, Proactive, Accountable, Assertive, Flexible, Adaptable
- Dedicated and hard working
- Desire and willingness to learn
- Strong written and verbal communication skills
- Excellent organizational skills and time management skills
- Ability to work independently and at a rapid pace in a team environment
- Strong executor
- Consistently produce high quality work
- Solid knowledge of MS Office product suite
- Strong Microsoft Excel skills will be critical to success
- Analytical thinker and problem solver
- Team Player, Collaborative
RELATIONSHIP BUILDING
Requires regular contact both inside and outside the company to carry out company policy and programs; and requires abilities of persuasion and negotiation.
DECISION MAKING
Achieves planned results by decisions and actions based on professional methods, business principles, and practical experience.
SUPERVISION RECEIVED
General Direction. Exercises considerable latitude in determining objectives and approach to assignments. Completed work is reviewed from a long-term perspective for desired results.
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: Minimal travel required (approx. 5%)
Physical Demands
The employee must be physically able to perform all essential job duties, with or without reasonable accommodation and shall be physically able to perform the tasks and/or functions listed above to the extent job-related and consistent with business necessity.
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.
