Client and Executive Experience Center Advisor
About the job
- A bachelor's degree in Communications, Marketing, Public Relations, Business, or a related field is required.
- At least 5–7 years of experience in strategic marketing, marketing communications, sales, or product development is required.
- Background in marketing, executive briefing programs, event management, and/or client experience.
- Ability to deliver compelling presentations and facilitate discussions with executive, client, and industry stakeholder audiences.
- Strong verbal, written, presentation, and interpersonal communication skills, with executive presence and acumen.
- Ability to adapt to individual client needs and maintain a customer-centric approach.
- Ability to deliver and execute onsite with adaptability and professionalism.
- Ability to collaborate with the growth organization, facilities team, and technology partners.
- Problem-solving skills and technical understanding to use and manage onsite presentation equipment and data.
- Time management and attention to detail.
- Strong brand advocacy and commitment to continuous learning.
- Ability to use and manage CRM, event management, and visitor management platforms.
- Knowledge of the financial services and credit union industry, payment and digital technology products, and competitive landscape is preferred.
- Develop and continuously evolve the Experience Center engagement strategy to support organizational growth objectives, executive relationship-building, and corporate brand initiatives.
- Collaborate directly with senior leadership to align visitor experiences with enterprise priorities and strategic initiatives.
- Welcome and register visitors, ensuring a professional and hospitable experience.
- Create and conduct guided tours for clients, prospects, partners, employees, high-level executives, industry analysts, and community groups.
- Develop and deliver presentations communicating the company's story, mission, values, products, services, innovations, advocacy, and strategic vision.
- Tailor tour content, messaging, and presentation pathways to audience interests, industry, role, and business objectives.
- Manage onsite tour flow, timing, and logistics to ensure a seamless visitor experience.
- Represent the company and its brand, and maintain knowledge of the credit union, banking, and financial services industries.
- Stay informed about company news, product updates, strategic initiatives, and industry trends.
- Maintain an understanding of company products, solutions, services, and technology to deliver presentations to target audiences.
- Deliver consistent messaging aligned with marketing, communications, and corporate branding standards, and foster positive relationships with visitors and internal stakeholders.
- Maintain the readiness and presentation standards of exhibits, displays, demonstration areas, and meeting spaces.
- Coordinate visitor schedules and support executive briefing programs.
- Collaborate with the growth team, executives, Marketing, events, and other stakeholders to prepare for experience center visits and participate in post-event analysis meetings.
- Monitor exhibit functionality and work with internal teams to resolve issues.
- Maintain familiarity with interactive exhibit technologies, presentation systems, audiovisual equipment, and digital collaboration tools, and troubleshoot basic technology issues during tours and executive briefings.
- Ensure visitors follow safety, security, and confidentiality protocols.
- Maintain tour schedules, visitor records, and attendance metrics.
- Assist with special events, client and prospect engagements, executive visits, and community outreach programs.
- Advise leadership on visitor engagement, executive briefings, and experience center performance and design.
- Support continuous improvement initiatives to elevate the visitor experience.
- Influence cross-functional partners to deliver cohesive and impactful executive engagement programs.
- Perform other duties as assigned.
- Experience leading executive briefing programs, client engagement initiatives, high-profile events, or customer experience programs.
- Professional facilitation, public-speaking, executive briefing, or docent training.
About the company
Velera is a payments-focused CUSO and integrated fintech solutions provider that serves credit unions and their members, working with more than 4,000 financial institutions across North America to offer an end-to-end product portfolio. Its platform centralizes payment processing and related technology, handling everything from processing to member services so credit unions can keep pace with industry changes and grow. Velera differentiates itself with decades of experience, a dedicated focus on credit unions, and a broad, integrated suite of services designed to move quickly and cover multiple needs in one package. Its goal is to help credit unions grow and better serve their members by delivering scalable, end-to-end payments and fintech solutions that adapt to the evolving financial landscape.
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Total Funding
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Headquarters
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Simplify's Take
What believers are saying
- Glory's September 2026 partnership expands Velera's shared-branch network through TellerConcierge kiosks.
- August 2026 fraud playbooks and July 2026 Risk Alert Manager address urgent member-loss pain.
- Cedar Point selected Velera after RFP review for stronger payments, fraud protection, and support.
What critics are saying
- Atmos Exchange rolls out late 2026 and Intelligence Point starts early 2027, delaying adoption.
- Long phased integrations, like Cedar Point's late 2026 rollout, expose execution and churn risk.
- Fiserv and Jack Henry can bundle processors, eroding Velera's niche and cooperative moat.
What makes Velera unique
- Velera serves 4,000+ North American financial institutions across cards, fraud, analytics, and branching.
- Atmos and Stellaris unify APIs, analytics, and marketing inside one credit-union stack.
- Risk Alert Manager now handles Mastercard and Visa fraud actions in one workflow.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
Unlimited Paid Time Off
Flexible Work Hours
Remote Work Options
Paid Vacation
Paid Sick Leave
Paid Holidays
Sabbatical Leave
Hybrid Work Options
Stock Options
Company Equity
401(k) Retirement Plan
401(k) Company Match
Performance Bonus
Profit Sharing
Employee Stock Purchase Plan
Relocation Assistance
Employee Referral Bonus
Student Loan Assistance
Parental Leave
Family Planning Benefits
Fertility Treatment Support
Adoption Assistance
Childcare Support
Elder Care Support
Pet Insurance
Bereavement Leave
Professional Development Budget
Conference Attendance Budget
Training Programs
Tuition Reimbursement
Professional Certification Support
Mentorship Program
Wellness Program
Mental Health Support
Gym Membership
Commuter Benefits
Meal Benefits
Phone/Internet Stipend
Home Office Stipend
Legal Services
Employee Discounts
Company Social Events
Company News
Velera arms Credit Unions against consumer-engaged fraud. Credit union service organization (CUSO) Velera has released a new resource designed to help credit unions navigate complex consumer-engaged fraud cases, the company said in a Thursday (Aug. 20) press release emailed to PYMNTS. Velera's "Consumer-Engaged Fraud Case Management Playbook" provides a framework for investigating claims, making informed filing decisions and reducing chargeback risk. It includes case management guidance, filing best practices, real-world examples, and tools and resources such as a case management checklist, according to the release. Consumer-engaged fraud is a growing source of losses for financial institutions and merchants. Because this form of fraud can involve legitimate cardholders who are either manipulated into fraudulent activity or intentionally misuse their accounts, it requires a more nuanced approach to investigating claims, the release said. Velera's new playbook builds on the "Consumer-Engaged Fraud Classification Guide" the company released in April, which helps credit unions identify and categorize key types of consumer-engaged fraud, including misuse, persuaded and collusive merchant fraud, per the release. Velera Managing Vice President of Risk Operations Nicole Reyes said in the release that credit unions can't rely on the signals and assumptions they use to evaluate traditional fraud when evaluating consumer-engaged fraud. "An authorized transaction doesn't necessarily mean the member acted knowingly, and a disputed transaction doesn't necessarily mean the member was a victim," Reyes said. "This is where context becomes critical. Credit unions need to understand what happened around the transaction, not just what happened during it, so they can protect members, manage losses and make decisions they can stand behind." Velera sounded the alarm on consumer-engaged fraud in March when it announced its "Consumer-Engaged Fraud Classification Guide." Velera said there are two types of consumer-engaged fraud: misuse and persuaded. Misuse happens when a "transaction or engagement is made or initiated without outside influence by someone who does not have authorization to use an account and is subsequently reported as fraud." Persuaded fraud happens when that transaction or engagement happens with outside influence "due to an authorized user of an account engaging with a third party that influences the completion of a transaction, which is then reported as fraud." The PYMNTS Intelligence and Velera collaboration "Defending the Member: How Credit Unions Are Responding to a New Fraud Landscape" found that consumer-engaged fraud is part of a rapidly changing fraud landscape. The report also found that as fraud risks grow, members expect their credit unions to detect, communicate and prevent threats in real time while preserving a seamless experience.
Velera named in U.S. News & World Report's latest Best Companies to Work For. Velera Recognized in U.S. News & World Report's 2026-2027 Best Companies to Work For Tampa, Fla. (Aug. 13, 2026) - Velera, the nation's premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider, today announced it has been named one of the 2026-2027 Best Companies to Work For by U.S. News & World Report, the global authority in rankings and consumer advice. Velera was rated among the top overall companies on factors most heavily considered by job seekers during their employment search. Additionally, Velera was named one of the Best Companies to Work For in the Information Technology industry, as well as in the South. "Credit unions exist to improve the financial lives of the people and communities they serve, and that mission starts with how we care for our own team," said Velera CEO Chuck Fagan. "Creating a workplace where employees feel supported, empowered and connected enables us to better serve our credit unions, partners and stakeholders every day. We're honored to be recognized among the nation's best workplaces and remain committed to fostering a culture where people can grow, innovate and make a meaningful impact." U.S. News' Best Companies to Work For ratings offer a single location for employers, job seekers, budding professionals and HR leaders to see which companies are meeting their employees' needs best. The ratings examine employee sentiment using factors that include quality of pay and benefits, work-life balance and flexibility, job and company stability, physical and psychological comfort, belongingness and esteem, and career opportunities and professional development. "The 2026-2027 job market is rapidly shifting the way employers, employees and job seekers think about work, and subsequently, workplace culture," said U.S. News Vice President of Careers Carly Chase. "The list spotlights companies that scored high on multiple metrics that promote a positive work environment and everyday employee experience." Velera has always been committed to cultivating a diverse, equitable and inclusive organization where differences are embraced and celebrated. Earlier this year, TIME named Velera one of America's Best Private Companies, and Forbes included the company on its list of America's Best Midsize Employers. In 2025, Velera ranked No. 2 in its industry on Forbes' 2025 list of America's Best Employers for Women and earned recognition as one of Newsweek's America's Greatest Workplaces for Gen Z 2025. Velera was also named a Top 25 solution provider in IDC's 2025 FinTech Rankings, which features global technology companies providing solutions to the financial services and fintech industries. To calculate the U.S. News Best Companies to Work For, U.S. News considered private companies that have at least 1,000 employees and more than $500 million in annual revenue, as defined by ZoomInfo, and the 5,000 largest publicly traded companies by market cap. All considered companies were required to have at least 75 Glassdoor reviews written between 2021-2025. Supported by insights from a panel of experts, the methodology also factors in data, including employee sentiment and regulatory enforcement data, gathered from U.S. News' partners Revelio Labs, QUODD, ZoomInfo and Good Jobs First. About Velera Velera is the nation's premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider. With over four decades of industry experience and a commitment to service excellence and innovation, the company serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Velera leverages its expertise and resources on behalf of credit unions and their members, offering an end-to-end product portfolio that includes payment processing, fraud and risk management, data and analytics, digital banking, instant payments, strategic consulting, collections, ATM and POS networks, shared branching and 24/7/365 member support via its contact centers. For more information, visit velera.com. About U.S. News & World Report U.S. News & World Report is the global leader for journalism that empowers consumers, citizens, business leaders and policy officials to make confident decisions in all aspects of their lives and communities. A multifaceted media company, U.S. News provides unbiased rankings, independent reporting and analysis, and consumer advice to millions of people on USNews.com each month. A pillar in Washington for more than 90 years, U.S. News is the trusted home for in-depth and exclusive insights on education, health, politics, the economy, insurance, personal finance, travel, automobiles, real estate, careers and consumer products and services.
Velera included on the Forbes America's Best Employers for Women 2026 ranking. * 4 hours ago Tampa, Fla. (Aug. 4, 2026) - Velera, the nation's premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider, today announced it has been named to the Forbes list of America's Best Employers for Women 2026. Velera is one of 700 companies included on the list, ranking in the top 100 of employers overall and 14th in the Banking and Financial Services industry. This marks the third consecutive year the company has been named to the list, underscoring Velera's ongoing efforts to cultivate an inclusive workplace where women are supported in their professional growth and leadership development. Presented in collaboration with Statista, the world-leading statistics portal and industry ranking provider, the 2026 list is based on data collected through online panels, with over 146,000 women working for companies and institutions in the U.S. with at least 1,000 employees over the past three years. Only responses from women were considered. The analysis is based on three criteria: personal recommendations from current employees, public recommendations from previous employees and an index based on the percentage of women among top executives and board directors. These categories were evaluated and combined to create a final score, with companies with the highest scores making the list. "Velera is proud to be recognized as one of America's Best Employers for Women for the third consecutive year," said Velera CEO Chuck Fagan. "This award reflects the experiences of women across our organization and the culture we're committed to building at Velera - one where women have opportunities to grow, lead and succeed." Velera has always been committed to cultivating a diverse, equitable and inclusive organization where differences are embraced and celebrated. Earlier this year, Velera was named one of America's Best Private Companies by TIME. Additionally, Forbes included the company on its 2026 list of America's Best Midsize Employers. In 2025, Velera ranked No. 2 in its industry on Forbes' 2025 list of America's Best Employers for Women and earned recognition as one of Newsweek's America's Greatest Workplaces for Gen Z 2025. Velera was also named a Top 25 solution provider in IDC's 2025 FinTech Rankings, which features global technology companies providing solutions to the financial services and fintech industries. Forbes' full list of America's Best Employers for Women 2026 can be viewed at forbes.com/lists/best-employers-women/. About Velera Velera is the nation's premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider. With over four decades of industry experience and a commitment to service excellence and innovation, the company serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Velera leverages its expertise and resources on behalf of credit unions and their members, offering an end-to-end product portfolio that includes payment processing, fraud and risk management, data and analytics, digital banking, instant payments, strategic consulting, collections, ATM and POS networks, shared branching and 24/7/365 member support via its contact centers. For more information, visit velera.com.
Velera included on the Forbes America's Best Employers for Women 2026 ranking. Chuck Fagan Velera, the nation's premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider, today announced it has been named to the Forbes list of America's Best Employers for Women 2026. Velera is one of 700 companies included on the list, ranking in the top 100 of employers overall and 14th in the Banking and Financial Services industry. This marks the third consecutive year the company has been named to the list, underscoring Velera's ongoing efforts to cultivate an inclusive workplace where women are supported in their professional growth and leadership development. Presented in collaboration with Statista, the world-leading statistics portal and industry ranking provider, the 2026 list is based on data collected through online panels, with over 146,000 women working for companies and institutions in the U.S. with at least 1,000 employees over the past three years. Only responses from women were considered. The analysis is based on three criteria: personal recommendations from current employees, public recommendations from previous employees and an index based on the percentage of women among top executives and board directors. These categories were evaluated and combined to create a final score, with companies with the highest scores making the list. "Velera is proud to be recognized as one of America's Best Employers for Women for the third consecutive year," said Velera CEO Chuck Fagan. "This award reflects the experiences of women across our organization and the culture we're committed to building at Velera - one where women have opportunities to grow, lead and succeed." Velera has always been committed to cultivating a diverse, equitable and inclusive organization where differences are embraced and celebrated. Earlier this year, Velera was named one of America's Best Private Companies by TIME. Additionally, Forbes included the company on its 2026 list of America's Best Midsize Employers. In 2025, Velera ranked No. 2 in its industry on Forbes' 2025 list of America's Best Employers for Women and earned recognition as one of Newsweek's America's Greatest Workplaces for Gen Z 2025. Velera was also named a Top 25 solution provider in IDC's 2025 FinTech Rankings, which features global technology companies providing solutions to the financial services and fintech industries. Forbes' full list of America's Best Employers for Women 2026 can be viewed at forbes.com/lists/best-employers-women/.
Velera launches Risk Alert Manager to strengthen fraud detection and response time. * 4 hours ago Tampa, Fla. (July 28, 2026) - Velera, the nation's premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider, today announced its new Risk Alert Manager, a fully integrated risk mitigation solution that allows Velera credit unions to monitor and respond to potential fraud events in near real time. As fraud volume and sophistication continue to increase, financial institutions face mounting pressure to respond before incidents escalate. Yet many existing solutions rely on third parties and ticketing systems, creating delays that prevent teams from acting decisively. With one in ten consumers experiencing card fraud in the past year according to Velera's 2025 Eye on Payments report, financial institutions need tools that put control back in their hands, enabling proactive responses to protect cardholders and operations. Risk Alert Manager was built to meet this need by putting credit unions fully in control of their fraud response. Unlike third-party systems that require multi-step handoffs, Risk Alert Manager unifies data from all cardholder interactions and is powered by Atmos Risk, Velera's unified AI-powered risk platform that enables fraud detection and protection, while enhancing member experience. Risk Alert Manager helps streamline fraud monitoring, reduces lag time and enables immediate actions on at risk accounts - all within one environment that keeps both financial institutions and cardholders informed. Key features include: * Near real-time detection: Allows financial institutions to manage and act on compromised events in near real time using data and intelligence to mitigate risk. * Immediate response: Enables instant action like blocking, unblocking, monitoring, card re-issuance and account memos to mitigate losses. * Multi-channel data integration: Consolidates data from all cardholder interactions to a single, integrated application, ensuring no fraudulent activity goes unnoticed across different channels. * Comprehensive data intelligence: Provides audit history reviews, dashboard analytics and reporting tools to support compliance tracking and decision-making. * Revenue opportunities: Offers premium alert services to help financial institutions strengthen their competitive positioning in the market. "Fraud is evolving faster than ever, and even a single delay can have costly consequences for both credit unions and their members," said Velera Senior Vice President of Risk Solutions Karen Postma. "Velera's Risk Alert Manager empowers financial institutions to act instantly at the first sign of suspicious activity - protecting consumers, mitigating losses and staying one step ahead of emerging threats." Following a successful pilot with select credit unions, Velera will introduce additional features and availability through a phased rollout this year. The current iteration is compatible with both Mastercard and Visa cards, and is designed to scale with financial institutions' evolving risk mitigation needs. About Velera Velera is the nation's premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider. With over four decades of industry experience and a commitment to service excellence and innovation, the company serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Velera leverages its expertise and resources on behalf of credit unions and their members, offering an end-to-end product portfolio that includes payment processing, fraud and risk management, data and analytics, digital banking, instant payments, strategic consulting, collections, ATM and POS networks, shared branching and 24/7/365 member support via its contact centers. For more information, visit velera.com.