Hybrid Banking Conversions Specialist

COCC; Southington (CT); Hybrid; USD 61,000 - 83,000; Full time

Benefits offered by this job

Health Insurance

Retirement plan

Paid time off

Hybrid schedule

Training & development

Recognition programs

On-site fitness centers

Lunch program

Lifestyle Spending Account

Job summary

COCC is seeking a Conversion Representative to support financial institution conversions to the COCC system. This role suits someone with banking operations experience who enjoys coordinating complex projects, working directly with clients, and serving as a trusted resource throughout the conversion process.

In this hybrid position based in Southington, CT, you will manage client conversions, leverage guides and templates, and collaborate with analysts to ensure accurate data, settings, and

Qualifications

• Bachelor’s degree or equivalent work experience.
• Minimum of two years of banking experience in a back office or operations environment.
• Ability to communicate effectively with all levels of staff and management, both verbally and in writing.
• Excellent customer service skills.
• Ability to maintain composure when working with dissatisfied customers.
• Ability to represent COCC’s quality image to clients and colleagues.
• Ability to explain concepts, procedures, and tasks to others.
• Ability to analyze information and formulate conclusions and recommendations.
• Familiarity with data specification requirements.

Responsibilities

• Coordinate all aspects of client conversions with a focus on achieving Mission Excellence goals.
• Use conversion guides and standardized templates to support conversion activities.
• Analyze existing systems for conversion to the COCC INSIGHT system.
• Interview clients regarding existing product usage and functionality.
• Test conversion related data, institution settings, security options, and reports.
• Create institution options and Variables, Systems Tables, Business tables and Security Authorizations within the database following established procedures.
• Complete batch setup requirements using standard conversion templates.
• Work with conversion analysts on data specification requirements.
• Coordinate specification questions between clients and conversion analysts.
• Document client communications related to data specifications and product validations.
• Translate technical information, concepts, and requirements into user friendly language.
• Participate in internal training and professional development programs.
• Research products and banking subject matter to expand industry knowledge.
• Cross train in other applications and enhance product and system knowledge.
• Assist senior conversion representatives as needed.
• Complete standardized audit documentation.
• Prepare and distribute minutes for client meetings.
• Track and report GAP items identified during conversions.
• Encourage and educate clients on the submission of enhancement requests.

Skills

Customer service

Communication

Composure under pressure

Data interpretation

Education

Bachelor’s degree or equivalent

Job description

COCC is seeking a Conversion Representative to support financial institution conversions to the COCC system. This role suits someone with banking operations experience who enjoys coordinating complex projects, working directly with clients, and serving as a trusted resource throughout the conversion process.

In this hybrid position based in Southington, CT, you will manage client conversions, leverage guides and templates, and collaborate with analysts to ensure accurate data, settings, and