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Skills
Analysis Skillsunmatched
Banking Operationsunmatched
Banking Servicesunmatched
Communication Skillsunmatched
Customer Conversionunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Customer Trainingunmatched
Documentationunmatched
Financial Services Softwareunmatched
Information Technology & Information Systemsunmatched
Microsoft Excelunmatched
Microsoft Outlookunmatched
Microsoft Wordunmatched
Presentation/Verbal Skillsunmatched
Systems Analysisunmatched
Team Playerunmatched
Vendor/Supplier Relationsunmatched
Willing to Travelunmatched
Writing Skillsunmatched
Description
What we need…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.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 flexibilityCustomized training and onboarding to support you in your first year at COCCRobust employee development programs aligned with career pathing objectivesCutting-edge training and educational resources from vendors like SANS, PluralSight and CBTNuggetsGenerous PTO offerings, benefits and competitive compensationOn-site fitness centers, wellness incentives, and lifestyle spending accountsTuition ReimbursementOne-on-one career coachingDEIB initiatives championing inclusion and encouraging you to bring your whole self to workFinancial planning assistance with certified professionalsPeer 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 preffered 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