Conversion Services - Conversion Specialist

205 - Conversion Services
- Conversion Specialist I

Southington, CT, USA

Who we are...

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 Fin Tech 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.

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.

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.

What’s in it for you...

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

Wha t you’ll do...

• 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

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