Conversion Specialist

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.

COCC offers a collaborative environment, career growth, and all the benefits you’d expect from an award‑winning employer, including:

• 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, Plural Sight 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

• 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 sp Thansk ecifications 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

• 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
• Ability to work a hybrid schedule with some weekend, off‑hours, and extended‑hour requirements
• Willingness to travel to client locations as needed