Strategic Consultant - Payments & Deposits

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.

The Opportunity:

We are seeking a talented Strategic Consultant who will provide specialized strategic consulting services to financial services executives to assist them in offering competitive products, services, solutions and experiences that will optimize their growth, financial returns, operational efficiency and member/customer satisfaction.  The individual delivers strategic solutions, financial services expertise and strategies that financial institutions can leverage to achieve their business goals, capitalize on opportunities and solve problems.  This is be done via thought leadership, data-driven analysis, articulating past experience, and delivering creative strategic recommendations. 

Day in the Life:

• Lead and execute­ consulting engagements across the Velera client ecosystem, from initiation to conclusion.
• Interact efficiently, proactively and responsively with staff and senior/executive leaders, both internally and externally. 
• Develop recommendations and influence senior/executive leaders to make appropriate business and investment decisions based on those recommendations.  Recognize unique differences in management philosophy and culture of each client.
• Exercise discretion & sound judgement and interact effectively/professionally with all levels of personnel, clients and vendor partners.
• Lead comprehensive research and analysis of client product/service or operational performance covering aspects of specialty consulting area of expertise – including product design, pricing, marketing, sales effectiveness, account management, operations, risk management, P&L performance, benchmarking, analytics, digital and mobile solutions, marketplace infrastructure, third-party software interfaces, etc.
• Generate analyses / outputs as needed to analyze and benchmark potential product and portfolio management opportunities to improve growth, revenue, efficiency and profitability.
• Provide direction to internal teams with respect to all faces of area of specialized consulting expertise.
• Responsibility for all aspects of each engagement including, but not limited to: negotiating scope, terms and price through a Statement of Work, data collection, analysis, client meetings, presentation preparation & delivery and post-mortem survey analysis. 
• Maintain in-depth knowledge of trends and developments within the financial services industry.
• Deliver on thought leadership opportunities through blogs, white papers, speaking engagements, digital media (e.g., video, website and social media) and other outlets.
• Provide strategic expertise internally for division and corporate projects and strategic client sales and retention efforts, as needed.
• Perform all other duties as assigned.

Qualifications:

• Bachelor’s Degree in Finance, Business Administration, Economics, Statistics or equivalent combination of education and experience.

• Master’s degree preferred.

• Seven (7) years of experience in professional roles involving strategic consultation, strategy development, guidance, education or providing strategic recommendations for improvement, directed toward financial institution executives.

• Seven (7) years of direct departmental and/or product line P&L responsibility in a bank or credit union including financial forecasting, budget development & accountability, product delivery & enhancements and marketing.

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

$110,100.00

to

$143,100.00

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@velera.com for assistance.