Conversion Specialist
COCC · Southington, CT · 1 mo ago
HybridAdministrative$61k–$83k/yrFull-time
What We Need
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.
What's in It for You
- Collaborative environment
- Career growth
- All the benefits you'd expect from an award-winning employer
What You’ll Do
- Captures all aspects of client conversions targeting Mission Excellence goals
- Uses the conversion guide and standardized templates to complete 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
- Tests all conversion-related data, transactions, products, and reports
- Follows established procedures to create System Options, Branch Operations, and product information in the database
- Completes batch setup requirements using standard conversion templates
- Coordinates specification questions between client and conversion analyst
- Documents all client communications regarding decisions made to data specifications and product validations
- Translates and explains technical information, concepts, and requirements in user-friendly language
- Updates and documents processes and procedural changes to interfaces with third-party vendors for clients
What You’ll Bring
- 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
Pay
The salary range for this role is $61,193-$82,805 per year.