Deposit Operations Advanced Specialist
OR · On-site +1
... system conversion. You will collaborate with a seasoned operations team, bring structure and ... Maintain compliance with bank policies, procedures, and applicable regulatory requirements.
Deposit Operations Advanced Specialist
OR · On-site +1
... system conversion. You will collaborate with a seasoned operations team, bring structure and ... Maintain compliance with bank policies, procedures, and applicable regulatory requirements.
Digital Activation Outbound Specialist
Portland, OR · On-site
$80K - $98K/yr
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... Proven outbound calling experience with consistent performance against contact and conversion goals
Digital Activation Outbound Specialist
Portland, OR · On-site
$80K - $98K/yr
Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... Proven outbound calling experience with consistent performance against contact and conversion goals
Customer Support Operations Coordinator
$18.25 - $24/hr
... conversion rates. * Understand ongoing promotions and merchandising team strategies to best ... Scan deposits to bank as needed. * Set up new customer accounts and update existing customer ...
Customer Support Operations Coordinator
$18.25 - $24/hr
... conversion rates. * Understand ongoing promotions and merchandising team strategies to best ... Scan deposits to bank as needed. * Set up new customer accounts and update existing customer ...
Bank Conversion Specialist information
What is a bank conversion specialist?
Bank Conversion Specialists are professionals who manage and oversee the process of transitioning a bank's data, systems, or software from one platform or provider to another. They play a critical role in ensuring that all customer information, financial records, and operational systems are migrated smoothly and securely, often during mergers, acquisitions, or system upgrades. Their responsibilities include project planning, data validation, staff training, troubleshooting, and post-conversion support to minimize disruption and maintain service quality. Bank Conversion Specialists work closely with IT teams, vendors, and bank staff to ensure compliance with regulations and to address any technical or operational challenges that arise. Their expertise helps banks maintain continuity and protect sensitive financial data throughout complex transitions.
What are some common challenges faced by bank conversion specialists during large-scale system transitions?
Bank Conversion Specialists often encounter challenges such as coordinating across multiple departments, ensuring data integrity during migrations, and minimizing downtime to avoid disruptions to banking services. They must also address user training needs and adapt quickly to unexpected technical issues that may arise during the conversion process. Successful specialists are proactive communicators and problem-solvers, working closely with IT teams, project managers, and end-users to ensure a smooth transition.
What are the key skills and qualifications needed to thrive as a bank conversion specialist, and why are they important?
To thrive as a Bank Conversion Specialist, you need expertise in banking operations, project management, and data migration, often supported by experience in financial services or IT and a relevant degree. Familiarity with core banking systems, data conversion tools, and software like SQL and Excel, as well as certifications in project management (such as PMP), are typically required. Excellent communication, problem-solving, and organizational skills help manage client expectations and ensure a smooth transition process. These skills are essential to minimize disruption, ensure data integrity, and facilitate the successful implementation of new banking systems.
What is the difference between Bank Conversion Specialist vs Loan Processor?
| Aspect | Bank Conversion Specialist | Loan Processor |
|---|---|---|
| Credentials | Typically requires banking or financial certifications, familiarity with banking systems | Requires loan processing certifications or experience, knowledge of lending regulations |
| Work Environment | Banking institutions, financial service providers | Lending companies, banks, mortgage firms |
| Employer & Industry | Financial institutions, banks | Mortgage companies, banks, credit unions |
| Primary Focus | Converting customer accounts or data during bank system transitions | Processing loan applications, verifying documents, and preparing files for approval |
While both roles operate within the banking and financial sectors, a Bank Conversion Specialist focuses on transitioning customer data during system conversions, whereas a Loan Processor handles the review and processing of loan applications. Understanding these differences helps job seekers target the right position based on their skills and career goals.
What are popular job titles related to Bank Conversion Specialist jobs in Oregon?
For Bank Conversion Specialist jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Bank Conversion Specialist jobs in Oregon look for?
The top searched job categories for Bank Conversion Specialist jobs in Oregon are:
What cities in Oregon are hiring for Bank Conversion Specialist jobs?
Cities in Oregon with the most Bank Conversion Specialist job openings:
Full-time
Re-posted 7 days ago
Job description
Now Hiring: Deposit Operations Advanced Specialist
We're looking for a Deposit Operations Advanced Specialist who will keep the engine of our deposit operations running smoothly. In this hands-on role, you will support daily transaction processing-including ACH, wires, RDC, card activity, and NSF/non-post items-while contributing to an exciting system conversion. You will collaborate with a seasoned operations team, bring structure and accuracy to fast-moving workflows, and play a critical role in delivering reliable, customer-centered banking experiences.
What You'll Contribute:
Deposit Operations Execution
- Process ACH, RDC, wires, card transactions, corrections, NSF and non-post items accurately and on time.
- Review, investigate, and resolve exceptions while ensuring timely and accurate transaction posting.
- Maintain compliance with bank policies, procedures, and applicable regulatory requirements.
- Provide backup support for Treasury Management setup, customer training, and customer support, including ACH, Positive Pay, Wire, RDC, and Lockbox.
Operational Excellence & Collaboration
- Maintain thorough documentation and audit readiness across assigned operational workflows.
- Collaborate with teammates and internal partners to support consistent, customer-centered service quality.
- Bring structure, accuracy, and follow-through to fast-moving operational priorities.
Systems & Conversion Support
- Operate on Jack Henry SilverLake core and support post-conversion stabilization.
- Learn and adopt new Jack Henry product modules swiftly.
- Help identify, communicate, and resolve conversion-related issues.
Champion Our Mission, Protect What Matters
- Adopt a commitment to environmental, social, economic, and racial justice.
- Stay informed of applicable regulatory requirements and complete all mandatory compliance and IT training.
- Pursue and demonstrate an understanding of established Bank policies, procedures, and regulations.
- Question suspicious activity and collaborate closely with the respective department(s) to help prevent fraudulent activity.
What Makes a Stand-Out Candidate:
Experience & Education
- Prior deposit operations experience; banking deposit operations background is a plus.
- Phoenix core or Jack Henry SilverLake experience preferred.
- High attention to detail with strong multitasking abilities.
- Adaptability during core system conversions and fast-changing operational priorities.
Entrepreneurial Self-Starter - You take charge of your work product and take pride in delivering consistently great and measurable results. You solve problems efficiently, seek operational efficiencies, and are an analytical thinker with a strong focus on data-driven decision making. A high-pace and high-performance environment excites you and you thrive on defined expectations.
Organization & Efficiency- You manage your time like a pro and stay focused under pressure. You love a good system but also adapt to changing routines. You're a master note-taker and checklist fanatic and stay on top of things with ease and consistency.
Master Communicator- You communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and engage stakeholders at all levels efficiently and tactfully.
Banking & Fintech Acumen - You are highly educated in financial products and services, applicable regulations and laws. You understand the importance of compliant, accurate deposit operations and are comfortable learning new banking systems and product modules.
Tech-Forward and Analytical Thinking - You learn new tools quickly, are excited by innovation and leverage technology to create efficiencies, especially in transaction processing, documentation, exception tracking, and core system workflows.
Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do. You know how to operate as a part of a larger team and love contributing to the big picture. You're dependable and always happy to lend a hand where needed.
The Work Environment:
- Remote role within the United States; Eastern Standard Hours.
- Occasional U.S. travel for company events or leadership sessions.
- Tobacco-Free employer. All employees must affirm to be non-smokers or affirm commitment to cessation within 90-days of offer acceptance.
- Sustained standing and sitting, frequent communication (speaking and listening) and use of PC, including typing or sustained attention to monitor, occasional lifting up to 20 lbs.
The Hiring Process:
Applications must be submitted through the official application link. Resumes sent via other channels may be delayed or bypassed. Processing times may vary. Candidates selected to move forward will be contacted by the hiring team.
Our process follows the Topgrading Methodology - we hire A-Players through a structured, transparent process that includes:
- Cognitive and personality assessments
- An application form spanning your full education and work history
- 3 conversation stages with key team members- get to know us!
- Credit and background checks conducted before the final interview
- Final Step: Connect us with former mentors and managers of our choice for reference chats.
We do not offer visa sponsorship and will not pursue candidates without valid work authorization.
About Climate First Bank
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
1 - 10 Employees
Headquarters location
Saint Petersburg, FL, US
Year founded
2020