Service Executive III

🔥 10 minutes ago

🇺🇸 United States – Remote

💵 $60.5k - $77.1k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Executive

👻 Ghost score 0%

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Velera

1001 - 5000 employees

💼 Consulting

📣 Marketing

💳 Fintech

Consulting • Marketing • Fintech

Velera is a company that provides a wide range of solutions for financial institutions, focusing on payment and banking technology. The company offers services in digital card issuance, digital wallets, and provides a co-op pay network and ATM terminal driving. Velera integrates sophisticated scoring and decision-making tools for fraud prevention and identity authentication. It also offers strategic consulting services for growth and marketing. Velera positions itself as a partner in digital banking and financial technology innovation.

📋 Description

• Manage the overall servicing relationship for assigned clients across all lines of business • Develop and complete strategic plans, operational initiatives, and programs with internal and external leadership • Coordinate all aspects of client servicing with the Client Growth Executive and enterprise business units • Advocate for assigned clients, improve consultative member service, promote Velera products and services, and oversee initiatives and service requests • Provide knowledge and support for client escalations and resolutions • Serve as a consultant to senior leadership, strategic partners, and vendor partners on resolution action plans and production-related issues • Analyze issues, identify root causes, and lead actions to resolve impacts • Manage complex client programs and strategic client relationships • Mentor and coach others • Manage resolution delivery for client initiatives and operational issues • Participate in client projects including FI mergers, new product pilots, promotions, and campaigns • Consult with clients on strategic planning, program management, solution delivery, product delivery, and issue resolution while ensuring regulatory compliance • Serve as the central point of contact between partners for client initiatives • Act as the client’s main operational point of contact with Velera delivery and production teams • Develop and deliver agendas, presentations, status reports, business reviews, and operational/service reporting • Communicate with clients regarding service satisfaction and day-to-day service delivery • Provide updates to Velera senior leadership and client senior executives • Perform other duties as assigned

🎯 Requirements

• Bachelor’s Degree in related field or combination of education and relevant experience 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 • Project Management experience preferred • This role is currently not eligible for sponsorship

🏖️ 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 • Remote-first, flexible environment • Psychological safety, wellbeing and belonging

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