• Implementation Specialist I

    Job Locations US-TX-Fort Worth
    Req No.
  • Overview


    CO-OP Financial Services provides technically superior products and services to financial institutions across the nation. We are seeking a talented Implementation Specialist I to be responsible for the delivery of successful and on-time implementation of new sales as outlined in sales agreements, program changes, mergers, data processor conversions, etc.




    • Serve as subject matter expert throughout project life cycle. Execute projects according to the project plan.
    • Act as company representative working directly with credit union, vendors, business partners and internal operations to understand requirements, explain impacts of choices, etc. during the project life cycle.
    • Facilitate audit meetings with the credit union and manage the creation of joint deliverables. Ensure that the project deliverables are on time and at the required level of quality.
    • Accountable for system configuration, validation, testing, and troubleshooting. As applicable, execute user acceptance testing with customers ensuring effective and timely issue resolution and change management.
    • Monitor, update, and track project tasks and associated issue logs confirming projects are fully documented. Communicate implementation status, problems, issues, risks and successes to Project Manager.
    • Provide a detailed hand-off to appropriate Operation areas to ensure customer moves from implementation to production successfully.
    • Serve as subject matter expert on cross-functional project teams for new product development and product enhancements. Design and develop specialized deliverables for new products. Navigate through Customer Operations to address the impact of any changes.
    • Through daily work with customers, internal operation teams and vendors identify, recommend and implement continuous improvements to implementation and back office processes.   


    • Demonstrated effective analytical, problem-solving, planning, prioritization and organizational skills.
    • Demonstrated knowledge of/ability to quickly learn products and services offered by CO-OP Member Center.
    • Organizational knowledge in order to acquire adequate resources for effective implementation. Demonstrated experience in leading projects from initiation through closure utilizing project management methodology and tools.
    • Demonstrated ability to effectively build business relationships with internal and external customers. This ability must include, but is not limited to, strong influencing, persuasion, communication, interpersonal, collaboration, presentation, meeting facilitation skills, relationship building and conflict resolution skills to drive successful execution of implementation plans. Ability to make rapid changes to processes, services and position as needed.
    • High degree of initiative with ability to work independently and effectively under pressure and within deadlines.
    • Proficiency in Microsoft Office Suite including Word, Excel, PowerPoint and Microsoft Project. Up to 75% travel may be required based on business need.
    • Bachelor’s Degree in Business, Marketing or Information Technology, or equivalent trade off with professional work experience in the financial services and contact center industries.
    • 3-6 years of product and operational knowledge working with financial institutions. For example, lending practices such as consumer open-end and closed end mortgages and home equity loans, lending insurance support operations such as credit insurance, collateral protection insurance and mortgage insurance and loan origination systems including automated decisioning.
    • In-depth knowledge of the credit union movement preferred. 3-6 years of working with contact centers and associated technologies such as phone switches, call delivery, call recording and workforce management systems.
    • Certain products may require detailed knowledge and experience with networking, HTML, XML and browser technologies 

    About Us

    CO-OP Financial Services is the technology engine that provides access and convenience for credit unions. With over 35 years of credit union service, CO-OP connects credit union members to their accounts through Debit, Credit, ATM, Shared Branching, Member Interaction Services, Mobile, Virtual, and Bill Pay services. CO-OP serves a total of 3,500 member credit unions, 50 million cardholders, 30,000 surcharge-free ATMs, and more than 5,500 shared branches. Handling three billion-plus annual transactions, CO-OP is the nation’s largest credit union service organization—offering resources that enable deeper member engagement to help credit unions prosper.


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed