EB Conversion Services - Conversion Specialist II # 610

Conversion Representative

We are seeking a Conversion Representative who enjoys working directly with clients and guiding them through complex system transitions. This role is ideal for someone with banking operations experience who can balance technical detail with strong customer communication while supporting successful client conversions to COCC systems.

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
• Peer recognition programs

What you'll do…

• Serve as primary or secondary support for client conversions under the direction of the Conversion Supervisor
• Coordinate all aspects of transferring financial institutions from their current service provider to COCC systems
• Act as a liaison between clients and COCC throughout the conversion process
• Analyze existing client systems and product usage for conversion to the COCC INSIGHT system
• Interview clients to understand current functionality and operational needs
• Coordinate implementation of outside vendor interfaces and forms packages
• Test conversion related data, transactions, products, and reports
• Establish database information including system options, branch operations, and product setup
• Complete batch setup requirements using standardized conversion templates
• Support the data specification process by coordinating requirements and documenting client decisions
• Translate technical concepts and requirements into user friendly language during client training
• Update and document processes related to third party vendor interfaces
• Complete audit documentation, meeting minutes, and GAP tracking reports
• Encourage and educate clients on submitting enhancement requests
• Travel to client locations approximately 40 percent of the time

What you'll bring…

• Bachelor's degree preferred but will consider appropriate work and/or certifications
• Minimum of two years of banking experience in a back office or operations environment
• Strong verbal and written communication skills with internal and external customers
• Excellent customer service skills with the ability to remain composed in challenging situations
• Ability to explain procedures, concepts, and tasks clearly to others
• Ability to analyze information and formulate conclusions and recommendations
• Familiarity with data specification requirements
• Ability to translate technical information into user friendly language
• Knowledge of database query tools and financial services applications
• Intermediate skills in Microsoft Word, Excel, and Outlook
• Ability to work with confidential non public customer information
• Ability to work some weekends, off hours, and weeks over 40 hours
• Ability to travel as required- travel is about 40%

Salary Range for this role is $68,494-$92,706 per year