Job Description
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 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 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, PluralSight 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 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.
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.
