Associate Consultant - Remote

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.

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
  
  

Position Specifications

• 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
  
  

About Velera

At Velera we are committed to fostering a workplace where every employee feels valued, respected, and connected. We understand, attract and engage a diverse workforce where every employee can live up to their full potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. We strive to foster a safe and inclusive work environment for people to bring their authentic selves in order to build a better community within our company and with our partners. Learn more about our commitment to Diversity, Equity, and Inclusion HERE!

Pay Equity

$85,200.00

to

$115,000.00

Actual Pay will be adjusted based on experience and other job-related factors permitted by law.

Great Work/Life Benefits!

• Competitive wages
• Medical with telemedicine
• Dental and Vision
• Basic and Optional Life Insurance
• Paid Time Off (PTO)
• Maternity, Parental, Family Care
• Community Volunteer Time Off
• 12 Paid Holidays
• Company Paid Disability Insurance
• 401k (with employer match)
• Health Savings Accounts (HSA) with company provided contributions
• Flexible Spending Accounts (FSA)
• Supplemental Insurance
• Mental Health and Well-being: Employee Assistance Program (EAP)
• Tuition Reimbursement
• Wellness program
• Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions
  
  

Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.

Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster and the "EEO is the Law" Poster Supplement. Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information.

Velera is an E-Verify Employer. Review the E-Verify Poster here (English and Spanish). For information regarding your Right To Work, please click here (English and Spanish poster).

As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at recruiters@pscu.com for assistance.