WSFS Bank · 22 hours ago
Senior Implementation Specialist
WSFS Bank is a locally headquartered bank and wealth management company that empowers its Associates to grow their careers while guiding customers to secure their financial futures. The Senior Implementation Specialist is responsible for planning, coordinating, and executing client implementations for ATM, Remote Cash Capture, and related cash automation solutions, ensuring compliance and training for clients throughout the process.
BankingFinanceFinancial Services
Responsibilities
Lead the implementation of ATM, Remote Cash Capture, WSFS branch and related cash automation solutions from contract signature through go-live
Develop and manage implementation plans, cost estimates, timelines, milestones and dependencies and maintain status reporting to stakeholders
Serves as the primary point of contact for clients and channel partners during onboarding, conversions and offboarding
Coordinate and manage detailed device boarding processes, including configuring ATM and remote cash capture devices, pricing, installation, system set ups, settlement, and billing terms
Validate transaction flows end-to-end authorization, settlement, reconciliation and exception handling to ensure successful go-live and post-implementation stabilization
Manage armored carrier bidding, onboarding, routes, pickup/delivery schedules, SLAs, cash orders, profiles, and issue resolution during onboarding
Develop standard operating procedures, quick reference guides and runbooks tailored to client environments
Identify process improvements to reduce risk, downtime and manual intervention
Lead and facilitate recurring client and channel partner meetings, ensuring clear agendas, active engagement, and timely follow-up by documenting and distributing comprehensive meeting minutes
Drive process standardization, playbook evaluation and post implementation reviews to capture learnings and reduce onboarding time
Validate operational handoffs to Client Support Team
Support customer training coordination and post installation handoff to support teams
Qualification
Required
Bachelor's degree in Business Administration or related field
5+ years of experience including 3+ years of relevant experience in implementation, client onboarding and operations preferably in financial services, armored carrier operations or cash logistics
Ability to manage multiple implementations simultaneously and meet deadlines in a high-security environment
Excellent customer communication, problem solving and stakeholder management skills
Plans, prioritizes, and executes with thoroughness, escalates risks early
Strong understanding of ATM/remote cash capture hardware/software, integration and security controls
Must have a strong understanding of daily logistic operations managing the performance of the carrier
Must have proven ability to quickly learn new areas, as well as solid understanding of all major parts of the business
Strong understanding of software applications, database utilities, reporting tools, and project management
Skilled in managing multiple priorities and maintaining focus in high-volume, fast-paced settings while making sound, timely decisions under pressure
Ability to support operations during peak volume periods with agility and precision
Must be a creative and holistic problem-solver with the ability to convert complex datasets into actionable insights
Solutions require critical thinking, independent judgment, and deep understanding of internal systems and vendor logic
Benefits
Medical, dental, and vision coverage
A 401(k) plan
Life, accident, and disability insurance
Flexible spending accounts (FSAs) and health savings accounts (HSAs)
Wellness programs
Paid parental leave
Military leave
Vacation and other paid time off
Sick leave in accordance with applicable state laws
Paid holidays
Company
WSFS Bank
WSFS Bank is the seventh oldest, continuously-operating bank in the United States.
Funding
Current Stage
Public CompanyTotal Funding
$200M2025-12-09Post Ipo Debt· $200M
1986-12-05IPO
Leadership Team
Recent News
2025-11-05
2025-11-03
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