Velera · 14 hours ago
Service Executive III
United States
Full-time
Remote
Mid, Senior Level
$60K/yr - $77K/yr
5+ years expVelera is the nation’s premier payments credit union service organization and an integrated fintech solutions provider. The Service Executive III is responsible for managing the servicing relationship of assigned clients, ensuring their needs are met while advocating for their success and promoting Velera's products and services.
CreditFinTechManagement Consulting
No H1B
Responsibilities
Demonstrating leadership behavior and results that facilitate stakeholder collaboration, issue analysis, root cause identification resulting in actions to resolve associated impact to accomplish results to meet Client and Velera standards
Strengthen strategic client relationships by identifying and managing client program needs, providing expert servicing oversight, and ensuring day-to-day servicing requests and needs are met
Manages a mix of clients with more complex and sophisticated programs
Mentors and coaches the development of others. Seeks mentoring from others for personal development
Accountable for resolution management and successful delivery of initiatives ranging from the basic to the complex along with day-to-day servicing and operational issues
Participate in multifaceted client initiative projects such as: FI Mergers, new product pilots, promotions and campaigns, etc
Partner with assigned Client Growth Executive to consult with clients on their strategic planning, program management, solution delivery, new product delivery, and issue resolution while ensuring regulatory compliance
Develops rapport with business partners across the organization and demonstrates ability to work through other areas to accomplish results to meet Client and Velera standards
Serve as central point of contact between various partners by providing ongoing communication between all parties to ensure timely implementation of client initiatives
Accountable for client rapport, loyalty and satisfaction at the operational level. Demonstrates a solid foundation of client, product, and industry knowledge. Capable of developing and delivering agendas and presentations designed to enhance client partnership and relationships with Velera
Serves as the client's main operational point of contact and expert into Velera’s delivery and production teams. Demonstrates the leadership skills and abilities necessary to effectively manage complex client interactions to positive outcomes for both the client and Velera
Ensure resolution management of implementation, operational, system and application issues
Develop and deliver updates to Velera senior leadership and client senior executives
Consult with Client Growth Executives and other internal departments on solution development
Develop deep knowledge of each assigned client's product and service portfolio and provide consultation, mentorship, and cautions on, initiatives, and change requests
Communicates regularly with client to evaluate service satisfaction and to interface on day-to-day service delivery questions. Provides status reporting to client. Professionally leads and directs client progress and status of open items
Produce status reports, client presentations, business reviews and operational/service reporting
Perform other duties as assigned
Qualification
Required
Five (5) years' of experience in client relationship or client servicing experience within the financial service industry required
Experience in driving strategic initiatives, client outcomes, and customer success required
Bachelor's Degree in related field or combination of education and relevant experience required
Preferred
Project Management experience preferred
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
Company
Velera
Velera provides financial technology and processing solutions for credit unions.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Chuck Fagan
President and CEO
Recent News
2026-01-20
2025-12-02
Company data provided by crunchbase