CIF Conversion Services - Conversion Specialist I # 636

COCC•Southington, CT

1d•Hybrid

About The Position

The Conversion Specialist I supports financial institution conversions to the COCC system. This role coordinates conversion projects, works directly with clients, and serves as a resource throughout the conversion process. The position analyzes existing systems for conversion to COCC INSIGHT, gathers information about clients’ current product usage and functionality, and tests conversion-related data, settings, security options, and reports. It also includes setting up institution options and database tables and authorizations, coordinating data specifications with clients and conversion analysts, documenting client communications, and tracking conversion issues. The position is hybrid in Southington, Connecticut.

Requirements

Bachelor’s degree or equivalent work experience.
At least two years of banking experience in a back-office or operations environment.
Ability to communicate effectively, verbally and in writing, with all levels of staff and management.
Excellent customer service skills.
Ability to maintain composure when working with dissatisfied customers.
Ability to represent COCC’s quality image to clients and colleagues.
Ability to explain concepts, procedures, and tasks to others.
Ability to analyze information and formulate conclusions and recommendations.
Familiarity with data specification requirements.

Responsibilities

Coordinate all aspects of client conversions, with a focus on achieving Mission Excellence goals.
Use conversion guides and standardized templates to support conversion activities.
Analyze existing systems for conversion to the COCC INSIGHT system.
Interview clients about existing product usage and functionality.
Test conversion-related data, institution settings, security options, and reports.
Create institution options and Variables, Systems Tables, Business tables, and Security Authorizations within the database following established procedures.
Complete batch setup requirements using standard conversion templates.
Work with conversion analysts on data specification requirements.
Coordinate specification questions between clients and conversion analysts.
Document client communications related to data specifications and product validations.
Translate technical information, concepts, and requirements into user-friendly language.
Participate in internal training and professional development programs.
Research products and banking subject matter to expand industry knowledge.
Cross-train in other applications and enhance product and system knowledge.
Assist senior conversion representatives as needed.
Complete standardized audit documentation.
Prepare and distribute minutes for client meetings.
Track and report GAP items identified during conversions.
Encourage and educate clients on submitting enhancement requests.

Benefits

Medical, dental, vision, and ancillary insurance coverage, including coverage for eligible dependents.
Company contributions to employees’ health savings accounts (HSA).
401(k) match: 100% of the first 3% employees contribute and 50% of the next 2%; the company may also make a discretionary annual contribution based on profitability.
Generous paid time off, including quarterly wellness days, paid holidays, and a birthday day off.
Hybrid work schedule.
Employee development programs, training and educational resources, and tuition reimbursement.
Employee appreciation and peer recognition programs.
On-site fitness centers.
Monthly company-sponsored lunches, discounted catered meals, and on-site snacks.
Lifestyle Spending Account (LSA).
Company-paid life insurance.
Wellness initiatives.
Access to financial planning guidance from certified professionals.