VP, Client Learning

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.

This position leads client engagement to consult and deliver comprehensive training directly to our clients. The complexity of the deliverables from Client Learning includes the initial onboarding of our clients, assessing their workflows, and system setting, and identification of the training and development required to ensure successful knowledge transfer to the clients. A variety of methods are used for this knowledge transfer including training programs, seminars, workshops, one-to-many coaching, and guidance to best ensure all clients can perform the new workflows and tasks resulting from converting to Velera systems. Maintain strategic relationships with our clients to improve the success of their business, and assist Learning and Organizational Development (L&OD) leadership with overall strategy and direction for the department.

Conduct a thorough analysis of all major acquisitions, mergers, business partnerships, and new services to make recommendations to Learning & OD departments regarding staffing needs, and upskilling required of our learning professional staff, and anticipate general business unit impacts. This responsibility is a unique expectation specific to the VP of Client Learning. This will also require signing and abiding by Non-Disclosure Agreements associated with all major acquisitions, mergers, business partnerships, and new services conducted by Velera leadership.

Role Responsibilities

• Leading the Client Learning Primax relationship, deliverables to support the enterprise growth and market penetration goals.
• Represent all companies (Velera, Primax, Lumin Digital, etc.) to all Clients (Credit Unions and Community Banks) as a strategic partner and critical to their business success.
• Gather and synthesize intelligence regarding acquisitions, partnerships, new services, and business expansion to inform the SVP, MVP, and VPs of Organizational Effectiveness to determine impacts, strategy, and direction for each department.
• Represent the Organizational Effectiveness Business Unit to the organization for all acquisitions, partnerships, new services, and business expansion.
• Build collaborative partnerships/relationships with all client-facing business units to ensure the best and mutually profitable solutions for our financial institutions and the enterprise.
• Lead the Client Learning department to maximize the knowledge and capabilities of Learning Professionals.
• Conduct intake needs analysis and impact assessment for Client knowledge transfer and conversion readiness.
• Build strong relationships with Clients, and partnering business units (PDPO, Sales, Account Management, Service Delivery, etc.) Organizational Effectiveness management and learning professionals to ensure positive results with all engagements.
• Collaborate with the Organizational Effectiveness leadership to create a unified learning strategy to include knowledge management, integrated learning, and employee learning.
• Lead professional facilitation team in the delivery of Virtual Learning, maximizing technology and techniques to effectively transfer learning and increase productivity.
• Partner with the Organizational Effectiveness departments and strategic vendors to provide innovative training solutions.
• Create and execute innovative project plans to foster departmental success.
• Design, develop, and maintain interactive workshops, programs, and seminars for client staff to enhance productivity and performance.
• Direct the department to identify content updates and when appropriate develop content to enhance training and delivery to Client staff.
• Evaluate the effectiveness and relevance of training materials and recommend appropriate curriculum changes or partner with other departments to make updates to content.
• Ensure the learning professionals receive the vital training to deliver/facilitate impactful knowledge transfer to our clients, whether virtually or in person using proven learning transfer techniques.
• Monitor business and adult learning trends to ensure the learning professionals are equipped to deliver training to our clients effectively.
• Lead and monitor the Client Learning training schedule to maximize the Learning Professional time and the engagements are equally dispersed.
• Lead and implement cutting-edge learning technologies and processes to ensure Client experience is positive.
• Maintain a continuous process improvement mindset to effect positive change in how we engage with clients.
• Lead and influence positive change within the department.
• Develop and manage annual department budget and expenses to maximize spend and report variances and exceptions to plan.
• Ensure consistency in service across all Client Learning Professional staff.
• Perform other duties as assigned.

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

Education

• Bachelors Degree in Education, Human Resources, Learning / Organizational Development, Instructional Design or equivalent combination of education and experience required.
• Project Management certification (PMP) and/or Lean Six Sigma certification preferred.
• Masters degree preferred.

Experience

• Eight (8) years leading a learning department and serving as a people leader or equivalent experience required.
• Eight (8) years learning and development experience, including needs analysis, program development, learning facilitation, and performance coaching required.
• Experience in payment systems, such as “card” programs (credit cards, merchant activity, debit cards, etc.) and financial services required.

Knowledge, Skills, & Abilities

• Demonstrate behaviors based on Velera values: Dedication, Collaboration, Belonging, Curiosity, Intergrity
• Excellent active listening skills and ability to communicate effectively in both verbal and written formats and give presentations using various systems (e.g., WEB delivery applications, Adobe Connect, Snag IT, LCD projections, etc)
• Ability to understand functions of Client Learning and Organizational Effectiveness including scheduling, delivery and enhancement of programs, procurement of resources, and staff development
• Ability to build and maintain strong working relationships, design and develop training content that meets audience needs, and facilitate learning transfer through adult learning techniques
• Ability to manage multiple priorities and deal effectively with senior management, staff, Clients, and vendors
• Ability to lead team members effectively, and motivate employees to achieve superior results
• Ability to demonstrate strong analytical skills; Strong organizational skills, time management, judgment and attention to detail required
• Advanced working knowledge of PC with proficiency in MS Windows software; Word, Access, PowerPoint, and Excel spreadsheet applications; ability to learn and use software technologies and systems, including WEB delivery applications
• Ability to exercise initiative, discretion, and independent judgment in making decisions that could impact Client relationships, and interact effectively and positively with all levels of staff, Clients, and vendors
• Ability to master and learn quickly and proficiently complex technical systems
• Ability to travel as needed, 25-40%

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.

$117,000.00

to

$152,100.00

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