Associate Consultant - Remote
New Today
Join the people helping people.
PSCU/Co-op Solutions is now Velera ! PSCU and Co-op Solutions became a single entity on January 2, 2024, and our new company name was announced on May 7, 2024. Our new brand represents our combined company’s shared mission and unique ability to drive velocity and positive momentum for credit union success in a new era of financial services.
For people drawn to serving others through their work, Velera is a place to thrive, as we serve our credit union members best by taking care of each other first.
If you want to help shape an industry, challenge yourself, and invest in your own future, this is the place for you. Velera is a highly accessible environment where you’re empowered to think on your feet, work from your heart, and discover the very best version of your professional and personal self. “Our Momentum. Your Moment.”
This application is the first step in seizing your moment.
Basic Function
Card Operations Servicing Analysis (COSA) Consulting: This position provides onsite card operations and servicing analysis review for assigned 3rd party vendors to credit unions. Incumbent will provide in-depth analysis and reporting that include findings on internal credit union back-office card operations, fraud risk analysis, potential savings of cost and time, training needs, solution suggestions, and card operations best practices to enhance card operations and servicing. Incumbent will follow-up with credit union to determine appropriate next steps. Results presentation will provide guidance on any systems and/or operational best practices along with refresher and/or net new training programs to directly impact performance improvement. The incumbent will provide Card Operations and Servicing Analysis report(s) to appropriate Velera & CU stakeholders, Account Executives, Service Executives, and the Senior Leadership team. Contact Center / Operations Optimization Consulting: The position will also provide support to the Contact Center Optimization / Operations practice through research, fieldwork participation, mystery shopping calibration and delivery of recommendations. Other Consulting and Educational Functions: The position will also provide support to other consulting areas within Advisors Plus – both existing offerings and future offerings, along with potential guest speaking, white paper/publishing and industry specific advisement. Serve as an educational expert involved with developing and delivering card management education curriculum to Owner credit unions and Velra teams.
Essential Functions & Responsibilities
Interface with the leadership and staff of Member Credit Unions to present effective card operations and servicing analysis and other consulting services.
Deliver ongoing training to select Advisors Plus associates with respect to card operations and servicing analysis as to provide for future expansion of the COSA offering.
Co-create and co-deliver training curriculum for internal and external clients through the forthcoming Advisors Plus Academy.
Serve a supporting role in the Advisors Plus Contact Center / Operations consulting practice area.
Provide support in developing and launching our forthcoming Advisors Plus Cyber-security practice.
Provide other consulting services as required in support of existing and new practice areas to be developed and launched.
Maintain certification in distance learning WEB facilitation, in both content and technical application, with proven learning transfer techniques.
Maintain certification in member technical curricula, which may include certification in consulting skills, and maintain proficiency; this will include Credit/Debit/eCommerce certification.
Maintain knowledge of proven techniques and theories of adult learning for development and implementation of training programs; monitor business and professional trends to become familiar with training techniques that should be implemented to foster company goals and mission.
Provide assistance as necessary, for CU Learning and Member-owner credit union staff training.
Perform other duties as assigned.
Physical Demands
While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear
Specific vision abilities required by this job include close vision
Ability to occasionally lift/move up to 25 pounds
Individuals with a disability who are otherwise able to perform the essential functions of the job may request a reasonable accommodation through the Human Resources department.
Other Physical Demands
Supervisory Responsibility
No
Master’s Degree or equivalent combination of education and experience required.
Eight (8) years professional experience required.
Six (6) years’ experience in the card industry preferred.
Knowledge, Skills, & Abilities
Demonstrate behaviors based on Velera values: Excellence, Innovation, Leadership, Passion, Trust and Diversity, Equity, & Inclusion
Proven negotiation skills, leadership skills, organizational skills, problem solving skills, strong articulation and presentation skills required
Excellent active listening skills and ability to communicate effectively in both verbal and written formats and give presentations using various audiovisual support aids (e.g., Web delivery applications, WebEx, Snag IT, LCD projections, etc.)
Ability to build and maintain strong working relationships with both internal and external clients. Design and develop training content that meets audience needs, and facilitate learning transfer through adult learning techniques
Ability to manage multiple projects, work in fast-paced environment, and meet deadlines
Demonstrated excellent analytical and quantitative skills
Ability to exercise initiative, discretion, and independent judgment in making decisions that could impact member-owner relationships, and interact effectively and positively with all levels of personnel, and credit unions
Advanced working knowledge of PC with proficiency in MS Office applications; Word, Access, PowerPoint and Excel spreadsheet applications; ability to learn and use software technologies and systems, including WEB delivery applications
Minimal travel may be required
Ability to maintain confidentiality of materials handled
Ability to be flexible and work under high pressure in a complex environment
Pay Equity
Velera is committed to pay equity and a competitive benefits package. The hiring amount for this position based on relevant experience and internal equity; the pay range is:
$85,200.00 to
$115,000.00 In addition this position is eligible for an incentive plan, based on performance.
Benefits
At Velera, everything we do recognizes the fact that our employees are our most important asset. That’s why we are committed to a work/life integration that goes above and beyond to ensure that you have quality time at home with your family and/or to pursue outside interests and aspirations. We back this up with generous PTO, the opportunity to work remotely, flexible scheduling, and a management team that understands how to adjust when the unexpected curveballs of life happen.
Check out the comprehensive benefits Velera has to offer that further solidifies our reputation as a company that just “gets it” when it comes to balancing life’s planned and unplanned events while equipping you with all the tools for growth.
Velera offers:
Beautiful, state-of-the-art campus
Endless opportunities for advancement
Competitive wages
Generous paid time offand paid holidays
Our benefits package includes:
Medicalwith telemedicine, no-cost diabetes supply program, and expert medical opinion services
Dental and Vision
Basic and Optional Life Insurance
Company Paid DisabilityInsurance
401k (with employer match)
Health Savings Accounts (HSA) with company provided contributions
Flexible Spending Accounts (FSA)
Supplemental Insurance
Legal Plan
Pet Insurance
Adoption Assistance Plan
Mental Health and Well-being: Employee Assistance Program (EAP)
Mental health and Well-being: Virtual mental health support and resources
Tuition Reimbursement
Wellness program
Back-up child care program
Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions.
Velera is committed to health and safety of all who enter our workplace. If this position requires you to report onsite at a Velera location, employee attentiveness and cooperation with Velera Employee Safety Workplace Protocols is critical.
Please Note: For roles with certain levels of travel and/or company car usage, Velera will require a completed Motor Vehicle Record Check, valid driver's license, and proof of insurance at time of hire and annually.
All applications are reviewed by an AIRS Certified Diversity and Inclusion Recruiter. Learn more about our commitment to Diversity, Equity, and Inclusion
(English and Spanish).
- Location:
- Remote