205 - Conversion Services - Conversion Specialist I

COCC•Southington, CT

2d•$61,193 - $82,805•Hybrid

About The Position

As an industry-leading fintech provider, COCC delivers innovative, comprehensive technology solutions and strategic partnerships throughout the Northeastern United States. Listed among American Banker's FinTech 100 and the Inc. 5,000 fastest growing companies in the nation, COCC inspires the industry with innovation and top-quality support. Designated a Top Workplace in Connecticut and a nationally Certified Great Place to Work, COCC recognizes employees as the core of our success. Inspiring you to become extraordinary in work and life. 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.

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
Applicants for employment in the US must have work authorization that does not currently or in the future require sponsorship of a visa for employment authorization in the United States.
COCC is committed to maintaining a drug-free workplace. All applicants are required to pass a credit, background, and substance test prior to employment.

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 specifications 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