Description
POSITION SUMMARY
The Conversion Coordinator will assist the Manager of Conversions, VP of Client Interactions, and other Conversion Coordinators with project management, vendor communications, and performing data entry and configuration functions as related to a credit union's conversion. This position works closely with credit union clients to provide support prior to, during, and following each conversion.
ESSENTIAL JOB FUNCTIONS
Attend CU*Answers University classes as well as internal training sessions to develop a thorough knowledge of CU*BASE.
Complete pre-site visits.
Increase knowledge to be able to actively soft-sell CU*Answers products and services.
Increase knowledge to be able to assume responsibility for the success of conversion installations as assigned by Manager of Conversions or VP of Client Interactions.
Assist with researching "second level" problems and incidents.
Assist with incoming and outgoing phone calls with vendors and credit unions as related to conversions.
Participate in sales demonstrations.
Assist with communications as needed to third party vendors on behalf of the client and/or CU*Answers.
Maintain a positive contribution as a member of the Conversion team and complete all tasks assigned by management to meet team objectives.
Develop skill set to assume responsibility for conversion training and follow-up support.
Consistently look for opportunities to increase conversion knowledge, knowledge of CU*Answers, familiarity of credit union operations and training, and problem solving skills.
Increase knowledge of third party vendors and keep abreast of changes.
JOB QUALIFICATIONS
High school graduate or equivalent is required.
Two-year degree in a business-related field or equivalent work experience is suggested.
Possess a thorough working knowledge of Microsoft Word and Excel.
Extensive knowledge of credit union operations, regulations and procedures, accounting and balancing functions is preferable.
Ability to deliver software support to any client personality style.
Excellent verbal and written communication skills, including classroom training experience and expertise.
Strong leadership abilities.
Ability to travel extensively (2-3 days per week and up to 1 week per month) to client sites to provide training and support.
Ability to use discretion when dealing with sensitive or confidential data.
Valid drivers license is required.
CU*Answers maintains a strong policy of equal employment opportunities for all employees and applicants for employment. We strive to be consistent in hiring, training, promoting, and compensating employees on the basis of personal competence and potential for advancement without regard for race, color, religion, sex, national origin, age, sexual orientation, transgendered status, marital status, pregnancy, disability, citizenship, genetic information, veteran or military status, height, weight, as well as other classifications protected by applicable federal, state and local laws. Our equal employment opportunity philosophy applies to all aspects of employment with CU*Answers, including recruiting, hiring, training, assignment, transfer, promotion, job benefits, pay, demotion, dismissal, and educational assistance.
