• Job Description

  Req#: 7029

  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

  This position creates, manages, and motivates team that proactively consults and represents Velera for all products and solutions with Executives at assigned credit unions. Incumbent will foster in-depth and productive client relationships, with the goal to improve consultative member service, promote use of Velera products and services, and achieve increased loyalty, endorsement, revenue growth, and market share within assigned segment. Incumbent is responsible for developing, maintaining, and executing sales strategies supporting assigned credit unions and is ultimately responsible for selling Velera product and service offerings and negotiating contracts. Incumbent will also identify strategic opportunities, participate in strategic planning, and take broad perspective delivering relevant payment, card, and ecommerce industry expertise.

  Essential Functions & Responsibilities

  • Create, manage, motivate and train relationship team that proactively consults and represents Velera for all products and solutions with Executives at assigned credit unions.
  • Develop, maintain, and execute sales strategies that achieve sales quotas and targets for Velera products and services; Assist in negotiation of contracts with client and internally, as needed.
  • Review client and industry landscape and recommend, develop, and implement new and creative approaches to growing our business; Develop sales and service goals, objectives and revenue forecasts related to assigned accounts with full accountability for all results.
  • Develop, solidify and maintain strong account relationships that result in highest client loyalty scores as reflected in periodic surveys; Serve as primary Velera management point of contact for credit union on ongoing strategic initiatives and escalated issues; Coach account teams on identifying strategic opportunities while using consultative sales approach that ensures client business objectives are met and that payment portfolio performance metrics are maximized.
  • Identify opportunities and assist in development and execution of strategies and account plans that support client to increase sales volume, market share, and achieve/exceed defined product and corporate objectives; Consult and advise clients on how to maximize their return on assets and, in turn, revenue to Velera.
  • Deliver consultative support and coach team on how to identify, dimension, and solve for multifaceted business issues across credit union’s enterprise business as related to Velera products/services.
  • Monitor and communicate value of Velera solutions to credit union Executives and demonstrate value of Velera relationship and overall partnership; Influence company strategic planning and policy formulation by providing continuous market feedback and participation in company/divisional planning process.
  • Maintain viable, marketable product lines for Velera and evaluate new market opportunities and influence development of new products and programs to meet client needs.
  • Create and deliver comprehensive presentations and strategic recommendations to senior level executives for growing and improving client portfolio performance; Provide guidance to clients with respect to selling their credit card portfolios, and assist in facilitating sales in conjunction with our external partners.
  • Develop, formalize and implement sales activities with clients, leveraging Business Development Support team for product knowledge, depth, and strategy.
  • Develop, administer and manage regional Account Management Plan and Budget to ensure allocation of financial resources to effectively carry out responsibilities.
  • Identify, develop, and implement client credit union marketing and operational forums.
  • Analyze the voice of the customer (VOC)/periodic surveys, define, and manage specific performance metrics that are critical to quality (CTQ) – meet the critical needs of the client.
  • Stay well versed in payment industry trends, innovation and all solutions by Velera.
  • Represent Velera at client sales meetings, client visits, Annual Forum, trade shows, industry events, and card association functions.
  • Must interact positively and professionally in all interactions with Velera staff, clients, and business constituents.
  • Be a spokesperson to strengthen Velera employees’ understanding of the client perceptions and needs. Disseminate survey/research results to Velera employees to provide a better understanding of how their roles impact the client relationship.
  • 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.

  Supervisory Responsibility

  • Provide direction and leadership to staff; guide, coach, mentor and develop staff ensuring compliance with processes and procedures
  • Handle interviewing, hiring, promotions, transfers, performance appraisals, compensation, counseling and termination of staff
  • Develop and maintain staff by applying the necessary training and leadership that will allow internal growth and advancement
  • Direct staff, to ensure that all duties are performed according to department performance standards

  Position Specifications

  • Bachelor’s Degree in related field or equivalent combination of education and experience required.
  • Master’s degree preferred.

  • Ten (10) years card industry and/or ecommerce related experience required.
  • Ten (10) years in banking or credit union industry required.
  • Three(3) years supervisory experience required.
  • Ten (10) years sales/marketing experience required.
  • Siebel software experience preferred.

  Knowledge, Skills, & Abilities

  • Demonstrate behaviors based on Velera values
  • Ability to create, build and maintain relationships with senior level executives of assigned credit unions and with management at all levels within Velera
  • Ability to communicate effectively in both verbal and written formats with individuals or groups and give presentations up to Senior Executive level utilizing various audio/visual support aids
  • Demonstrated ability to visualize the big picture, allocate appropriate resources, and to motivate work teams to establish goals and objectives and achieve superior results
  • Possess strong leadership and problem solving skills and have the ability to negotiate with and influence others across all organizational levels; ability to influence senior level executives to make appropriate business and investment decisions
  • Ability to manage multiple projects, work in fast-paced environment, and meet deadlines
  • Demonstrated excellent reasoning and analytical skills, with ability to develop detailed presentations
  • Ability to exercise discretion and independent judgment in making decisions and interact effectively and positively with all levels of personnel, credit unions and vendors
  • Proficiency in word processing, presentation, and spreadsheet computer software applications
  • Ability to recognize unique differences in the management culture of each credit union and customize specific recommendations designed to improve portfolio performance
  • Ability to travel as needed, 25-40%

  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:

  $134,500.00

  to

  $174,900.00

  *Note: The amount shown is based on full time annual salary and would be prorated based on role.

  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 off and paid holidays

  Our benefits package includes:

  • Medical with telemedicine, no-cost diabetes supply program, and expert medical opinion services

  • Dental and Vision

  • Basic and Optional Life Insurance

  • Company Paid Disability Insurance

  • 401 k (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 HERE!

  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.

• About the company

  PSCU partners with credit unions to enable growth and provide an unparalleled member experience.

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