EB Conversion Services - Conversion Specialist I # 636

COCC•Southington, CT
•$61,300 - $82,900•Hybrid

About The Position

COCC is seeking a Conversion Representative to support financial institution conversions to the COCC INSIGHT system. The role is suited to someone with banking operations experience who enjoys coordinating complex projects, working directly with clients, and serving as a resource throughout the conversion process. The position is hybrid in Southington, Connecticut. The salary range is $61,300–$82,900 per year. Applicants in the United States must have work authorization that does not now or in the future require visa sponsorship. Employment is contingent on passing credit, background, and substance tests. COCC is an equal opportunity employer and is committed to an inclusive, discrimination-free workplace.

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 remain composed 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, focusing 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 in the database according to established procedures.
  • Complete batch setup requirements using standard conversion templates.
  • Work with conversion analysts on data specification requirements and coordinate specification questions between clients and 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, with coverage eligibility beginning the first day of the month following hire.
  • Employer contributions to employees’ health savings accounts.
  • 401(k) matching: 100% of the first 3% contributed and 50% of the next 2%; the company may also make a discretionary annual contribution based on profitability.
  • Generous paid time off, 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.
  • Company-paid life insurance.
  • Wellness initiatives.
  • Access to financial planning guidance from certified professionals.
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