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Velera

VP, Dispute Client Experience

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Hiring Remotely in USA
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Hiring Remotely in USA

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Join the People Helping People

Velera is the nation’s premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Our purpose: We accelerate partners’ success through innovative financial technology solutions and inspired service.

The Opportunity:

The VP, Disputes Client Experience is responsible for defining and leading the end-to-end client facing disputes experience, ensuring every interaction reflects Velera’s commitment to Inspired Service. This role owns how clients experience dispute intake, communication, escalation and resolution serving as the senior executive accountable for client trust, transparency and advocacy throughout the disputes lifecycle. The VP will lead teams responsible for incoming client tickets, ongoing client discussions and complex issue navigation while partnering closely with Disputes Operations, Industry Services and Strategy to influence outcomes on behalf of the client. This leader will act as the voice of the client within the Disputes organization, translating needs into service strategy, experience design and continuous improvement initiatives that strengthen relationships and differentiate Velera.

Day in the Life:

  • Own and evolve the Disputes Client Experience strategy, ensuring alignment with Velera’s Inspired Service principles and overall client experience vision.

  • Establish clear service standards for dispute-related client interactions, including tone, responsiveness, transparency and escalation management.

  • Serve as the executive sponsor for complex, high-impact or escalated client dispute situations, ensuring thoughtful, empathetic and timely resolution.

  • Champion a client-first mindset across the Disputes organization, modeling behaviors that reinforce trust, accountability and partnership.

  • Lead and develop teams responsible for incoming client tickets, case intake, client communications and ongoing dispute-related discussions.

  • Ensure teams are equipped to navigate difficult conversations, manage ambiguity, and maintain strong relationships even when outcomes are unfavorable.

  • Build a coaching culture focused on service excellence, emotional intelligence and consultative problem-solving.

  • Act as the primary liaison between clients and internal Disputes Operations, Industry Services, Product and Technology teams to ensure client needs are clearly understood and represented.

  • Identify systematic pain points in the client dispute journey and partner with internal stakeholders to drive sustainable improvements.

  • Partner with leadership to report client experience themes, risks and opportunities to senior and executive management.

  • Other duties as assigned.

Education:

  • Bachelor's degree in Business, Management, or related field, or equivalent combination of education and experience required.

Experience:

  • Minimum of 10 years of progressive leadership experience in financial services, client experience or customer engagement environments.

  • Demonstrated success leading client-facing service teams in complex, high-stakes environments.

  • Proven engagement with executive leadership to deliver meaningful organizational and process change.

  • Experience with financial analysis, risk management, and/or regulatory compliance.

  • Experience working with cross-functional teams and stakeholders, with the ability to influence and negotiate effectively at all levels of the organization.

Knowledge, Skills, & Abilities:

  • Strong influencing, networking, and critical thinking skills to build and foster existing consultative relationships that drive alignment and partnership opportunities.

  • Ability to communicate effectively in both verbal and written formats to executives and leaders at all levels

  • Must be committed to a culture of continuous improvement.

  • Ability to effectively prioritize and complete tasks and function well in a high-pressure, deadline-driven environment.

  • Exceptional organizational skills with the ability to balance multiple projects and teams with contending priorities.

  • Ability to think strategically and apply analytical/critical thinking to assignments.

  • Ability to travel required.

  • Ability to maintain confidentiality of material handled.

Additional Essential Functions and Responsibilities:

  • Regular and reliable attendance.

  • Responsible for reporting risks that are identified to the appropriate team and/or management. Additionally, responsible for managing, monitoring and reporting risks within the scope of your work area, to include, but not limited to Information Security risks.

  • Actively supports and embraces Velera's core values of Dedication, Collaboration, Belonging, Curiosity and Integrity.

Supervisory Responsibility:

  • Provide direction and leadership to staff; guide, coach, mentor and develop staff ensuring compliance with processes and procedures

  • Participates in 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

Service Standards:

  • Responsible for ensuring that exceptional service is delivered to both internal and external clients by doing what’s right for credit unions.

  • Demonstrate enthusiastic support of corporate mission, vision, core values and long-term business objectives.

  • Support a workplace where every employee feels valued, respected, and connected.

  • Perform job duties within the company’s policies, procedures, service standards and the state and federal laws.

Physical Demands:

  • While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear.

  • Specific vision abilities required by this job include close vision.

  • Ability to occasionally lift/move up to 25 pounds.

  • Individuals with a disability who are otherwise able to perform the essential functions of the job may request a reasonable accommodation through the Human Resources department.

  

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 within our company and with our partners.   Learn more about our commitment to Diversity, Equity, and Inclusion HERE!

Pay Equity

$134,500.00 - $174,900.00

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

Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.

Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster. Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information.

Velera is an E-Verify Employer. Review the E-Verify Poster here.  For information regarding your Right To Work, please click here.

This role is currently not eligible for sponsorship.

As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at [email protected] for assistance.

Velera San Ramon, California, USA Office

3001 Bishop Dr, Suite 110, San Ramon, California, United States, 94583

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