Conversion Services - Client Services Manager

What We Need

COCC is seeking a Conversion Manager to support and lead client conversion efforts while developing a high performing team. This role is ideal for someone with financial services experience who enjoys guiding others, managing complex workflows, and serving as a subject matter expert for client implementations.

What’s In It For You

• Collaborative environment
• Career growth
• All the benefits you’d expect from an award-winning employer, including:
• Hybrid schedules and ample paid time off
• Customized training and onboarding
• Robust employee development programs
• Cutting-edge training and educational resources
• Generous PTO, 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

What You’ll Do

• Support and lead all aspects of client conversions to COCC products and services
• Supervise and develop a team including approving timecards and conducting performance evaluations
• Deliver training programs and materials for both clients and internal staff
• Prepare and distribute policies and procedures for the conversion team
• Establish, monitor, and report on department expenses
• Participate in hiring, reviews, and performance planning for team members
• Organize and lead client and internal meetings on a regular basis
• Cook up communication between clients and COCC departments
• Identify and manage required vendor interfaces
• Document action items aligned with standards and processes
• Perform data analysis and review during pre-conversion, mock, and live conversion phases
• Provide training and support to financial institutions during conversion
• Translate technical concepts into user-friendly language
• Update and enhance internal training programs as products evolve
• Participate in ongoing professional and technical development
• Communicate problems and improvement requests to management

What You’ll Bring

• Bachelor’s degree in business or related field preferred
• Minimum 5 years experience in the financial services industry
• Prior conversion experience preferred
• Previous supervisory or management experience preferred
• Strong verbal and written communication skills across all levels
• Excellent customer service skills
• Strong attention to detail and ability to learn new technology
• Ability to analyze data and define product build requirements
• Knowledge of deposit operations functions
• Experience with COCC INSIGHT or Fiserv DNA core systems a plus
• Intermediate Microsoft Office skills including Word, Excel, and Outlook
• Knowledge of SQL and database query tools
• Ability to handle highly confidential information

Pay & Schedule

The salary range for this job is $95,700 - $143,500. This is a hybrid position in Southington, CT.