CIF Conversion Services - Conversion Specialist I

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 FinTech 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…

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

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:

• Health Insurance: Employees and their eligible dependents – including spouses, domestic partners, and children – are eligible for coverage from the first day of the month following hire, including medical, dental, and vision insurance, as well as ancillary benefits. COCC also contributes to employees’ health savings accounts (HSA).
• Retirement: COCC matches 100% for the first 3% and 50% for the next 2% that employees contribute to their 401(k). Additionally, COCC may make a discretionary annual contribution to the plan based upon the profitability of the company.
• Paid Time Off: COCC offers a generous PTO policy, including quarterly wellness days, paid holidays, and a birthday day off.
• Hybrid Schedule: Enjoy the flexibility of a hybrid work schedule designed to support work-life balance and personal well-being
• Training & Development: COCC offers robust employee development programs aligned with career pathing objectives, including cutting edge training and educational resources, as well as a tuition reimbursement program to support continued education.
• Recognition Programs: Be recognized and celebrated through employee appreciation and peer recognition programs.
• On-site Fitness Centers: Stay active and energized with convenient on-site fitness centers available to employees.
• Fuel Up: Monthly company-sponsored lunches discounted catered meals, and convenient on-site snacks.
• Additional Benefits: COCC offers employees a Lifestyle Spending Account (LSA) to support employees’ unique needs, as well as company-paid life insurance, wellness initiatives, and access to financial planning guidance from certified professionals.

To learn more about our comprehensive benefit programs, please visit: https://www.cocc.com/careers/employment-benefits/

What you’ll do…

• 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

What you’ll bring…

• 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

The salary range for this job is $61,300-$82,900 per year. This is a hybrid position in Southington, CT.

Applicants for employment in the US must have work authorization that does not currently or in the future require sponsorship of a visa for employment authorization in the United States.

COCC is committed to maintaining a drug-free workplace. All applicants are required to pass a credit, background, and substance test prior to employment. COCC procures background and consumer reports in compliance with all Federal and State regulations, including The Fair Credit Reporting Act and applicable Department of Labor laws regarding pre-employment screens. COCC is an equal opportunity employer committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.

Accessibility - If you’re a job seeker with a disability and require accessibility assistance or an accommodation to apply for one of our jobs, please let us know by calling 860-678-0444 or emailing TalentManagement@cocc.com. Please specify the help you need and we’ll be happy to get back to you.