Conversion Services - Conversion Specialist II #596

COCC•Southington, CT

1d•$68,494 - $92,706•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. We are seeking a Conversion Representative who enjoys working directly with clients and guiding them through complex system transitions. This role is ideal for someone with banking operations experience who can balance technical detail with strong customer communication while supporting successful client conversions to COCC systems.

Requirements

Bachelor’s degree preffered but will consider appropriate work and/or certifications
Minimum of two years of banking experience in a back office or operations environment
Strong verbal and written communication skills with internal and external customers
Excellent customer service skills with the ability to remain composed in challenging situations
Ability to explain procedures, concepts, and tasks clearly to others
Ability to analyze information and formulate conclusions and recommendations
Familiarity with data specification requirements
Ability to translate technical information into user friendly language
Knowledge of database query tools and financial services applications
Intermediate skills in Microsoft Word, Excel, and Outlook
Ability to work with confidential non public customer information
Ability to work some weekends, off hours, and weeks over 40 hours
Ability to travel as required- travel is about 40%

Responsibilities

Serve as primary or secondary support for client conversions under the direction of the Conversion Supervisor
Coordinate all aspects of transferring financial institutions from their current service provider to COCC systems
Act as a liaison between clients and COCC throughout the conversion process
Analyze existing client systems and product usage for conversion to the COCC INSIGHT system
Interview clients to understand current functionality and operational needs
Coordinate implementation of outside vendor interfaces and forms packages
Test conversion related data, transactions, products, and reports
Establish database information including system options, branch operations, and product setup
Complete batch setup requirements using standardized conversion templates
Support the data specification process by coordinating requirements and documenting client decisions
Translate technical concepts and requirements into user friendly language during client training
Update and document processes related to third party vendor interfaces
Complete audit documentation, meeting minutes, and GAP tracking reports
Encourage and educate clients on submitting enhancement requests
Travel to client locations approximately 40 percent of the time

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