Job Details
Qualifications
- Bachelor's degree
- Banking
- Customer service
- Employment & labor law
- Microsoft Excel
- Writing skills
Benefits
- Financial planning services
- Gym membership
- On-site gym
- Paid time off
- Tuition reimbursement
Job Description
Who we are...
COCC delivers complete enterprise processing solutions to financial institutions 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 as a Top Workplace in Connecticut and a National Great Place to Work, COCC recognizes employees as the core of our success! COCC offers a progressive training program to support employees in personal and professional development.
What we need…
The Conversion Specialist will act as a customer liaison for our various software products and third-party interfaces. The Specialist will facilitate resolution of issues requiring research within the established service levels. Participate in customer acceptance testing, client conversion, project delivery and business requirement preparation. Recognized by clients as an authority on COCC applications and system functionality.
What’s in it for you…
All of the benefits you’d expect from an award winning employer plus:
A robust employee training and development program
Generous PTO offering as well as competitive pay and benefits
On-site fitness center
Tuition Reimbursement
One on one career coaching
Financial planning assistance with certified professionals
Fun employee events such as company outings, trivia, sports leagues, wellness events
Peer recognition programs
What you’ll do…
Interviews client regarding existing product usage and functionality
Able to work independently and serve as a resource within the team
Assists with new product roll-out
Determines third party interfaces required
Performs project management tasks as assigned
Testing all of conversion related data, transactions, products, and reports
Documents action items as required
Runs regular client status meetings and records meeting minutes
Coordinates specification questions between client and application/operations analyst
Documents all client communications regarding decisions made to data specifications, site configuration, product validations, etc.
Assists the senior conversion representatives as needed thereby increasing their knowledge of the conversion process.
Provides front line customer support; specialist in certain products
Logs all appropriate information into logging system & provides case number
Responds to client issues and requests for support and assistance
Answers customer inquiries regarding system use and procedures, as well as reports regarding their use, balancing and interpretation
Set-ups of new products/configurations for clients
Determines area responsible for resolution of issue; ensures the final resolution of the case and communicates to client
Ensures resolution of the case/task based on service level standards and periodically follows up with client throughout the resolution process
Performs client Item Processing conversions/implementations of Item Processing related products
What you’ll bring…
Bachelor’s degree or equivalent work experience
Minimum of two years banking experience in back office/operations environment
Ability to communicate effectively with all levels of staff and management both verbally and in writing with both internal and external customers
Excellent customer service skills and the ability to maintain composure when dealing with dissatisfied customers
Familiarity with data specification requirements
Intermediate Microsoft Office skills (Word, Excel, Outlook) * Aptitude to perform critical thinking
COCC INSIGHT or Open Solutions CORE experience a plus
Direct Branch, Teller Image Capture, Image Archive, Image ATM, Interactive Teller Machine (ITM), Merchant, Mobile, RDC, Lockbox, Day 2 Balancing, or Item Processing experience a plus
Ability to translate and explain technical information, concepts, and requirements in a user friendly language
Knowledge of database query tools and financial services applications
25% travel to various client locations
The salary range for this position is $57,000 - $79,000
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 CT 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!