205 - Conversion Services - Conversion Specialist I
About The Position
COCC is seeking a Conversion Representative to support financial institution conversions to the COCC INSIGHT platform, serving as a trusted application and process expert throughout the transition. This role works closely with banking systems, databases, vendor interfaces, and client data to ensure accurate, successful conversions. You’ll support a mission‑driven product suite that enables financial institutions to operate efficiently and securely, while collaborating with a knowledgeable, service‑oriented conversion team. This is a great opportunity to deepen your banking operations expertise, build strong client relationships, and play a critical role in high‑impact client implementations. What’s in it for you… COCC offers a collaborative environment, career growth, and all the benefits you’d expect from an award-winning employer, including: Hybrid schedules and ample paid time off allowing you work/life balance and flexibility Customized training and onboarding to support you in your first year at COCC Robust employee development programs aligned with career pathing objectives Cutting-edge training and educational resources from vendors like SANS, PluralSight and CBTNuggets Generous PTO offerings, benefits and competitive compensation On-site fitness centers, wellness incentives, and lifestyle spending accounts Tuition Reimbursement One-on-one career coaching DEIB initiatives championing inclusion and encouraging you to bring your whole self to work Financial planning assistance with certified professionals Peer recognition programs
Requirements
- Bachelor’s degree or equivalent work experience
- Minimum of two years of banking experience in a back‑office or Deposit operations environment
- Strong customer service skills with the ability to manage challenging client interactions professionally
- Excellent verbal and written communication skills with internal and external stakeholders
- Ability to analyze information and provide clear conclusions and recommendations
- Familiarity with data specification requirements and database‑driven systems
- Experience translating technical concepts into clear, user‑friendly language
- Knowledge of financial services applications and database query tools
- Intermediate proficiency with Microsoft Word, Excel, and Outlook
- Comfort handling confidential customer information (NPCI)
- Ability to work a hybrid schedule with some weekend, off-hours, and extended-hour requirements
- Willingness to travel to client locations as needed
Responsibilities
- Coordinates all aspects of client conversions targeting satisfaction of Mission Excellence goals
- Uses the conversion guide and standardized templates to complete the following Deposit related tasks
- Performs analysis of existing system for conversion to the COCC INSIGHT system
- Interviews client regarding existing Deposit product usage and functionality
- Implements outside vendor interfaces required.
- Testing all of conversion related data, transactions, products, and reports
- Following established procedures, creates System Options, Branch Operations and product information in database
- Completes batch set up requirements using standard conversion templates.
- Works with conversion analyst on data specification requirements
- Coordinates specification questions between client and conversion analyst
- Documents all client communications regarding decisions made to data spThansk ecifications and product validations.
- Translates and explain technical information, concepts and requirements in user friendly language
- Update and document processes and procedural changes to interfaces with third party vendors for clients
Benefits
- Hybrid schedules and ample paid time off allowing you work/life balance and flexibility
- Customized training and onboarding to support you in your first year at COCC
- Robust employee development programs aligned with career pathing objectives
- Cutting-edge training and educational resources from vendors like SANS, PluralSight and CBTNuggets
- Generous PTO offerings, benefits and competitive compensation
- On-site fitness centers, wellness incentives, and lifestyle spending accounts
- Tuition Reimbursement
- One-on-one career coaching
- DEIB initiatives championing inclusion and encouraging you to bring your whole self to work
- Financial planning assistance with certified professionals
- Peer recognition programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
