Service Executive IV

🔥 2 hours ago

🇺🇸 United States – Remote

💵 $75.8k - $96.7k / year

⏰ Full Time

🟠 Senior

🔴 Lead

👔 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 while partnering with the assigned Client Growth Executive and enterprise business units. • Advocate for clients, improve consultative member service, promote Velera products and services, and oversee initiatives and service requests. • Manage client escalations, resolutions, implementation, operational, system, and application issues. • Serve as a consultant to senior leadership teams, strategic partners, and vendor partners. • Strengthen strategic client relationships and manage complex client programs. • Mentor and coach others and seek mentoring for personal development. • Lead multifaceted client initiatives including FI mergers, new product pilots, promotions, and campaigns. • Consult with clients on strategic planning, program management, solution delivery, new product delivery, and issue resolution while ensuring regulatory compliance. • Serve as the central point of contact among partners and ensure timely implementation of client initiatives. • Develop and deliver agendas, presentations, status updates, business reviews, and operational/service reports. • Serve as the client’s main operational point of contact with Velera delivery and production teams. • Communicate regularly with clients regarding service satisfaction and day-to-day service delivery. • Professionally lead client progress and status of open items. • Perform other duties as assigned.

🎯 Requirements

• Bachelor’s Degree in related field or combination of education and relevant experience required. • Seven (7) 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. • Must have appropriate work authorization; Velera is an E-Verify Employer.

🏖️ 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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