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 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 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.
