CO-OP Financial Services

15 job(s) at CO-OP Financial Services

CO-OP Financial Services Des Moines, Iowa
01/28/2021
Full time
US-IA-Des Moines Req No. 2 Category Professional Type Full-Time The Opportunity We are seeking a talented Business Analyst III to be responsible for identifying the tasks and techniques used to work as a liaison among stakeholders in order to understand business process, structure, policies, and operations of the organization with the goal of helping deliver new and enhanced processes, products, and services. Assist in formulating recommendations that enable the organization or business unit achieve its goals. Person will have expert knowledge of one, or multiple areas, of CO-OP IT infrastructure, its products and or services. What You Can Look Forward to Business requirements and scope development. Coordinate projects and delivery proper documentation. Build strong internal and external partnerships. Adhere to Agile principles and philosophies (Scrum or Kanban, as applicable) in fulfillment of the role. Work as a cross-functional team member in an Agile setting to help complete and deliver the team commitments. Collaborate across teams and across business areas in the spirit of an Agile mindset. Fulfill the role in the spirit of the Agile Manifesto, with emphasis on delivery of incremental value with frequent iterations and feedback loops. Regular and reliable attendance. Performs other related duties as required. 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 our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions. What You'll Need to Succeed Bachelor's degree in Business Administration, Computer Science or related major, or comparable work experience. Five to Eight years' experience serving as key liaison to other departments that have specific business functions. Five to Eight years' experience planning, elicit, capture, analyze and validate business, functional and technical requirements. Five to Eight years' experience performing current state analysis of existing business systems, applications and functions. Three to Five years' experience with the Agile / Lean methodologies. 5+ years' effective planning, scheduling, coordinating medium to large projects, meeting deadlines and managing multiple projects concurrently. Understand core systems, applications and technical platforms. Strong understanding of concepts of project planning and project management techniques to assist in small projects and/or group initiatives. Working knowledge of a variety of technologies and platforms, including legacy midrange, client / server and web services. Ability to maintain confidentiality pertaining to non-public business, financial and technological information, plans or data. Ability to think analytically to solve problems individually and in a team environment. Ability to work in a fast-paced, ever-changing environment. Ability to listen, understand, and respond to external and internal customers' needs in a timely manner. Ability to work the time necessary to complete projects or meet deadlines. Ability to manage multiple, concurrent projects, activities and tasks under time constraints. Ability to effectively interface with staff at all levels. Strong critical / analytical thinking and problem-solving skills. Excellent understanding of concepts of project planning and project management techniques to assist in small projects and/or group initiatives. Ability to influence a culture of embracing change, taking a consultative lead, collaborating for results, putting clients and consumers doing it right and going beyond. Understand core systems, applications and technical platforms. Experience with Microsoft Project, Office and Visio. Ability to evolve into a subject-matter expert who can easily liaise between IT and other departments. Understanding of core business processes is a plus. Experience with Microsoft Team Foundation Server, Microsoft Visual Studio Team Services, and/or Atlassian JIRA is a plus. 5+ years' SQL skills and experience with Sequel Database Query Analyzer ideal. 5+ years' experience planning, facilitate and execute system / functional testing and UAT for projects and enhancements preferred. 3+ years' experience training and mentoring others in business analysis tasks and responsibilities preferred. 3+ years' experience in modeling / mapping as-is and to-be business processes is a plus. 3+ years' experience in test planning, test case development and execution preferred. Why Join CO-OP? CO-OP is committed to fostering a workplace where every employee feels valued, respected, and connected. We are dedicated to understanding, attracting and engaging a diverse workforce where every employee can live up to their pull potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. You will be part of an organization that focuses on a strong culture and embodies the credit union movement philosophy of People Helping People. CO-OP's commitment to reflecting our own core values and purpose extends beyond how we serve our clients and the products that we deliver. With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation. CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service. CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech. The Perks Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services. Great Work/Life Benefits - Paid Time Off (PTO), Maternity, Parental, Family Care, Adoption Leave Programs, Community Volunteer Time Off, and 10 Paid Holidays. Health benefits - medical, dental, & vision plus wellness programs and gym reimbursements. 401K with generous company match. Tuition reimbursement. PI
CO-OP Financial Services Des Moines, Iowa
01/26/2021
Full time
US-IA-Des Moines Req No. 2 Category Professional Type Full-Time The Opportunity We are seeking a talented Contracts Manager II to be responsible for managing the vendor and client contract process for the enterprise, while providing support on the development of agreements stemming from new and existing vendor relationships, as well as client agreements. The primary role for the person in this position is to manage contract negotiations, administer and facilitate contracts with both internal and external customers, and manage areas of contract risk and enforce appropriate risk mitigation terms. What You Can Look Forward to Prepare and negotiate various client and vendor contracts, amendments, and other legal documents. Assist internal stakeholders in interpreting contract terms and conditions. Act as liaison for internal and external customers on all contract processing/administration matters. Draft amendments, addenda, and other documents as required. Manage the client and vendor contract administration processes, including handling requests, facilitating notices, tracking of vendor renewals, managing contract analytics, and ensuring appropriate execution of all legal documents. Manage the enterprise wide Contract Management System, and associated processes to improve the archival rational and tracking of contractual terms and obligations, renewal dates, and expirations. Work with in-house counsel and external counsel throughout the contract negotiation process. Distribute certain contract requests to internal and external counsel as appropriate. Partner with internal stakeholders throughout the contract process from request to execution. Ensure their adherence to contract-related policies and procedures, and help them troubleshoot and resolve contract issues and challenges. Manage and adhere to vendor and client internal SLAs, and subsequently make recommendations for continuous improvement. Collaborate with other departments to onboard new vendors, and manage all engagements and contract lifecycles. Work with the rest of the legal team, compliance, information security, finance, and other stakeholders to ensure contracts meeting compliance and regulatory requirements. Support and help implement changes in systems, processes, and procedures. Document processes and create policies and procedures relating to contracts. Maintain and improve supporting documentation, including vendor and client playbooks. 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 our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions. What You'll Need to Succeed Bachelor's degree from four year college. Three to five years of experience in contract management and administration or vendor management. Corporate paralegal or legal background. Familiarity with legal, contractual, and vendor/sourcing related concepts, practices, and procedures. Proficient PC knowledge and the use of standard software packages, such as Microsoft Word, Excel, and PowerPoint. Five to ten years of experience in contract management or vendor management preferred. Industry experience with credit union, financial institution, and/or payments industry is desirable. Excellent verbal and written communication skills, as well as presentation skills. Effective interpersonal skills, and ability to convey complex information in a way that others can readily follow. Excellent planning and organizational skills, as well as ability to prioritize workload using good judgment, while balancing the need for an immediate response with accuracy and completeness of information. Ability to build strong relationships with stakeholders at all levels, internally and externally. Detail-oriented with strong problem solving skills and the ability to identify, analyze, and resolve problems, driving solutions to completion. Ability to work under minimal supervision and manage multiple tasks/projects simultaneously, while meeting demanding deadlines. Why Join CO-OP? CO-OP is committed to fostering a workplace where every employee feels valued, respected, and connected. We are dedicated to understanding, attracting and engaging a diverse workforce where every employee can live up to their pull potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. You will be part of an organization that focuses on a strong culture and embodies the credit union movement philosophy of People Helping People. CO-OP's commitment to reflecting our own core values and purpose extends beyond how we serve our clients and the products that we deliver. With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation. CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service. CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech. The Perks Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services. Great Work/Life Benefits - Paid Time Off (PTO), Maternity, Parental, Family Care, Adoption Leave Programs, Community Volunteer Time Off, and 10 Paid Holidays. Health benefits - medical, dental, & vision plus wellness programs and gym reimbursements. 401K with generous company match. Tuition reimbursement. PI
CO-OP Financial Services Alpharetta, Georgia
01/25/2021
Full time
US-GA-Alpharetta US-TX-Austin Req No. 2 Category Management Type Full-Time The Opportunity We are seeking a talented Director of Integration Partnerships, to identify, evaluate, execute partnerships and lead product integrations with vendors that participate in Credit Union payment ecosystem. The Director, Integration Partnerships executes and manages partnerships that add strategic value to CO-OP and Credit Union business. This is a role with broad scope and fit for an individual comfortable with both building strategy and driving execution. Responsibilities include managing a small team of product professionals, product assessments, business case creation, business requirements, operating model, product positioning/commercialization, competitive analysis, product integration, market launch, and ongoing product & partnership lifecycle management. This position is fully-remote . That means we are open to talent across the country and the person in this position will be able to continue working remotely even after we transition back into our physical office locations What You Can Look Forward to Supervisor Functions and Responsibilities: Directs and Manages team of Sr. Product Manager(s). Provides overall direction, coordination, and evaluation of this department. Manages supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, training, and terminating employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Essential Functions and Responsibilities: Develop a strong understanding of CO-OP's products, solutions, roadmap and the opportunities to drive integration of products in our client's ecosystem through partnerships. Understand the partnership and competitive ecosystem. Define the model for measuring success for each prospective segment and opportunity. Lead and define new processes, refine current processes, and look for ways for CO-OP to continuously streamline product integration and drive growth. End to end business development execution. Creating a strategy and plan to build out a pipeline for long term prospects across the relevant partnership ecosystem. Build strong relationships and collaborate with cross-functional stakeholders across product, engineering, marketing, legal and sales teams. Own and manage external partner relationships focused on meeting partnership timelines and KPIs. Perform quantitative and qualitative analysis as necessary to assess opportunities, make decisions, and influence stakeholders. Prospecting and evaluating various leads to determine how they might fit company goals. Provide regular communications to senior management on partnerships strategy and results. 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 our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions. What You'll Need to Succeed Required Education and Experience: Completion of high school, or equivalent. Bachelor's degree and minimum ten years of business development and product experience, at least three years in a product management role, or equivalent training and/or experience. Professional background in strategic and tactical product management. Proven track record and experience in presentation skills to both a large and small group. Proven track record of bringing successful products to market on time. Proven staff management skills in leading resources to a higher and strategic thought process. Previous experience with visualization products (Tableau, QuickSight, PowerBi, etc.). Prior experience and working knowledge of the Big Data tools/platforms (Hadoop, Redshift, etc.). Strong UX and Data Visualization knowledge. Essential Knowledge: Knowledge of strategic and product development methodologies. Knowledge of strategic planning process. Knowledge of product life cycle management tenets. Knowledge of financial forecasting, creation of budgets and financial justification for product business decisions. Advanced understanding and knowledge of financial services industry, preferably credit unions and payments industry. Knowledge of different product pricing strategies. Knowledge of technical product management. Essential Skills and Abilities: Demonstrated track record working with product and marketing teams to develop partnerships that deliver growth, benefits for clients and brand positioning of COOP. Exceptional communication and presentation skills. Accomplished presentation skills and comfort level in front of C-level executives. Experience negotiating and closing deals. Demonstrated ability to think strategically about complex issues and make thoughtful recommendations and action plans. Ability to thrive in ambiguity and be highly productive in a fast-paced environment. Strong attention to detail, self-motivation, and a sense of urgency around delivering on goals. Preferred Education and Experience: Experience in consulting or financial services is a plus. Why Join CO-OP? CO-OP is committed to fostering a workplace where every employee feels valued, respected, and connected. We are dedicated to understanding, attracting and engaging a diverse workforce where every employee can live up to their pull potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. You will be part of an organization that focuses on a strong culture and embodies the credit union movement philosophy of People Helping People. CO-OP's commitment to reflecting our own core values and purpose extends beyond how we serve our clients and the products that we deliver. With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation. CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service. CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech. The Perks Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services. Great Work/Life Benefits - Paid Time Off (PTO), Maternity, Parental, Family Care, Adoption Leave Programs, Community Volunteer Time Off, and 10 Paid Holidays. Health benefits - medical, dental, & vision plus wellness programs and gym reimbursements. 401K with generous company match. Tuition reimbursement. PI
CO-OP Financial Services Alpharetta, Georgia
01/07/2021
Full time
US-GA-Alpharetta Req No. 2 Category Professional Type Full-Time The Opportunity We are seeking a talented Data Developer IV to serve as a technology data developer lead. The Data Developer IV works independently and plays the role of technical lead on key strategic projects as related to data infrastructure, reporting, data triage, master data management, and other related data initiatives. This role acts as a team lead by mentoring all other levels of data developers. The incumbent(s) serve as an advisor to data team management as well as business partners in matters of data, reporting and business intelligence. This position advises on technology industry standards, tools, and practices as well as design and implement best practices for data development. The Data Developer IV partners closely with ET&S (Enterprise Technology & Services), business and operation teams. This position also participates in determining strategic direction for data initiatives and best practices. What You Can Look Forward to Serves as technical lead to strategic and enterprise level data driven projects, collaborates with other areas of ET&S as well as business units. Follows and advises on industry standards and advances on data driven technologies and tools. Designs, implements, and updates best practices for the data development team. Serves as technical lead and mentor to other less tenured data developers and analysts. Acts as Subject Matter Expert (SME) to architectural review board and technology review committee. Creates enterprise level end-to-end data flow diagrams and logical data models. Develops and reviews complex SQL, T-SQL scripts, stored procedures, SSIS workflows, Azure Data Factory pipelines for various reporting and data development projects. Creates and maintains documentation related to data development best practices, enterprise level data flow diagrams, and project code promotion. Provides recommendations to technology tools, products and services in order to help keep our environment on the cutting edge of technology. Serves as technical advisor to database administrators in areas of database optimization, indexing and data retention. Serves as lead data developer on key strategic projects. Develops and designs solutions with security as a critical design requirement for data, systems and applications. Adheres to development processes and standards including code management. 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 our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions. What You'll Need to Succeed College degree in CIS, Data Management, Data Analytics, or similar, or equivalent training and/or experience. 10+ years' experience working in a data function or equivalent position where primary responsibility is working with data, database design and data development is the primary responsibility. Best practices for data development within a PCI environment. Ability to analyze enterprise level data sources and determine relationships between disparate sources. Determine methodologies for integration with 3rd party data sets. Expertise in data warehousing and data modeling methodologies, tools and best practices. Financial industry knowledge. Agile methodologies. Expert knowledge of Microsoft SQL stack including T-SQL, SSRS, and SSIS. Excellent communication skills and ability to translate complex concepts to simple and easier terms for business leaders and users of data. Expert knowledge of MS Office tools including MS Visio. Ability to review existing processes and identify logic problems to address. Ability to formulate a plan that aligns and supports to delivery timelines. Ability to lead large data driven enterprise projects. Ability to coach, mentor and lead others in the ET&S area. Ability to identify, recommend and set best practices for the data developer role. Must be detail focused. Must possess strong communication skills. Why Join CO-OP? CO-OP is committed to fostering a workplace where every employee feels valued, respected, and connected. We are dedicated to understanding, attracting and engaging a diverse workforce where every employee can live up to their pull potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. You will be part of an organization that focuses on a strong culture and embodies the credit union movement philosophy of People Helping People. CO-OP's commitment to reflecting our own core values and purpose extends beyond how we serve our clients and the products that we deliver. With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation. CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service. CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech. The Perks Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services. Great Work/Life Benefits - Paid Time Off (PTO), Maternity, Parental, Family Care, Adoption Leave Programs, Community Volunteer Time Off, and 10 Paid Holidays. Health benefits - medical, dental, & vision plus wellness programs and gym reimbursements. 401K with generous company match. Tuition reimbursement.
CO-OP Financial Services Clive, Iowa
01/07/2021
Full time
US-IA-Des Moines Req No. 2 Category Internship Type Intern The Opportunity We are seeking a talented Product Coordinator Intern to support the Product Office operational activities and initiatives. Reporting directly to the Product Office, this position facilitates planning, coordination and implementation of ongoing product initiatives. This internship is part of our Summer 2021 Internship Program. Exact dates are still TBD, but the internship is a 12 week program that will start mid May and go through early August. What You Can Look Forward to Partners with product manager to ensure delivery of product line enhancements and new products using a team approach to meet strategic objectives. Identify Product penetration & come up with a plan for additional sales. Product documentation audit. Facilitates communication and/or discussions as needed between all parties to ensure timely and accurate information exchange. Delivers effective, accurate and consistent communication to product team, senior leadership team, internal stakeholders and vendors. Executes essential tasks in support of the Product Office, including creation of Product Sharepoint and Product documentation auditing. Proactively pursues development opportunities that support knowledge growth. Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions. What You'll Need to Succeed 12 completed semester hours at college or university. 3.0 Cumulative GPA. Previous internship and/or work experience preferred. Strong written and verbal communication skills. Must demonstrate strong problem solving skills and adapt effectively to change. Must exhibit independent critical thinking skills and possess the ability to proactively anticipate and problem solve. The ability to work as part of a team demonstrated through involvement with student organizations, community involvement, work experience, or other activities. Strong time management skills. Why Join CO-OP? CO-OP is committed to fostering a workplace where every employee feels valued, respected, and connected. We are dedicated to understanding, attracting and engaging a diverse workforce where every employee can live up to their pull potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. You will be part of an organization that focuses on a strong culture and embodies the credit union movement philosophy of People Helping People. CO-OP's commitment to reflecting our own core values and purpose extends beyond how we serve our clients and the products that we deliver. With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation. CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service. CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech. The Perks Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services. Paid internship. The opportunity to join a nationwide, fast-growing organization. Gain real world experience working on projects alongside full-time employees as well as other interns. Learn about the financial technology industry and how your work will impact credit union members across the country. Connect with other interns through learning opportunities and other fun events. Explore your interests and potential career path with job shadow options.
CO-OP Financial Services Clive, Iowa
01/07/2021
Full time
US-IA-Des Moines US-NE-Lincoln US-GA-Duluth US-AZ-Phoenix Req No. 2 Category Professional Type Full-Time The Opportunity We are seeking a talented Technical Product Owner to represent the product team as the product owner with the technical teams and provide the technical direction for CO-OP Financial Services' products and solutions; manage assigned development products; oversee technical develop delivery, implementation, and backlog of Product Road-map for multi-phase product initiatives, follow the product development methodology & discipline within CO-OP Financial Services in collaboration with cross functional business units. Responsibilities include product assessments, business case creation, business requirements, operating model, product positioning/commercialization, competitive analysis, product integration, market launch, and ongoing product lifecycle management. What You Can Look Forward to Participates in the market analysis process for new products/services development to determine customer needs, industry direction, competitive product and market positioning and overall product strategy. Assists with the creation of compelling product vision and execution. Develops business plan, including business requirements, such as product design and strategic fit, go-to-market strategy, plus financial business case; pricing, cost, revenue forecasts, capital costs, profit. Analyzes interconnectedness of products/partners/technologies to create best of breed products/services. Executes the sections of product development cycle including requirements (functional, operational, and technical), system integration, testing compliance, product launch and implementation. Manages product development to ensure adherence to budget while maintaining requirements for the product. Works with development teams, 3rd-party vendors, associations, and internal stakeholders to execute on development, launch and implementation plans. Act as single interface with development. Identifies and interprets customer/stakeholder needs and translate feedback and user testing results into feature/functionality requirements. Actively supports and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions. 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. What You'll Need to Succeed Bachelor's degree and/or minimum five years of product development experience. Professional background in strategic and tactical product development management. Proven track record and experience in presentation skills to both a large and small group. Proven track record of bringing successful products to market on time. Proven staff management skills in leading resources to a higher and strategic thought process. Knowledge of strategic and product development methodologies. Knowledge of strategic planning process. Knowledge of product life cycle management tenets. Advanced understanding and knowledge of financial services industry, preferably credit unions and payments industry. Knowledge of technical product management. Exceptional analytical skills. Excellent oral and written communication skills. Accomplished presentation skills and comfort level in front of C-level executives. Strong negotiation skills and vendor management skills. Skilled at driving projects to completion in a timely manner, meeting pre-determined deadlines. Requirements gathering skills. Product Backlog grooming. Ability to synthesize disparate and complex technology and summarize key points concisely for consumption by different levels of the organization, including executive team. Skilled at defining customer needs and using that knowledge to defining functional product specifications. Market research and analysis skills, including sizing and market need. Skilled at evaluation of business and product opportunities and strategic product planning. Assessing impact on organization and operational environment of new product initiatives. Excellent listening skills. Proficient in Microsoft Office applications: Word, Excel, PowerPoint, Outlook. Outstanding execution skills. Financial analysis skills-to assist finance department in building forecasting models and use those models to build financial business case for products. Why Join CO-OP? CO-OP is committed to fostering a workplace where every employee feels valued, respected, and connected. We are dedicated to understanding, attracting and engaging a diverse workforce where every employee can live up to their pull potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. You will be part of an organization that focuses on a strong culture and embodies the credit union movement philosophy of People Helping People. CO-OP's commitment to reflecting our own core values and purpose extends beyond how we serve our clients and the products that we deliver. With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation. CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service. CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech. The Perks Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services. Great Work/Life Benefits - Paid Time Off (PTO), Maternity, Parental, Family Care, Adoption Leave Programs, Community Volunteer Time Off, and 10 Paid Holidays. Health benefits - medical, dental, & vision plus wellness programs and gym reimbursements. 401K with generous company match. Tuition reimbursement.
CO-OP Financial Services Clive, Iowa
01/06/2021
Full time
US-IA-Des Moines Req No. 2 Category Professional Type Full-Time The Opportunity We are seeking a talented Training & Development Consultant responsible for designing and delivering curriculum according to adult learning principles and training models. What You Can Look Forward to Analyzes, designs, develops, implements, and evaluates blended learning that is aligned with adult learning principles for new and existing clients (both internal and external). Participates in the implementation of new or changing products and services in the payment and training industry. (Project Score 3, 4, 5 & new business). Manages training relationships while demonstrating CO-OP's brand and values. Direct contact with clients with up to $1B asset base. Creatively deliver training using appropriate adult learning and delivery methods to internal & external audiences, according to project timelines, desired performance outcomes and learner needs. Continually monitor instructional delivery best practices and learner assessments, and adjusts techniques and recommends changes when appropriate. Be able to train all applications, technologies and competencies that require training. Deliver 6+ recurring and/or billable training sessions per year. Conduct training for 5+ onsite client conversions/workshops per year. (External facing trainers only) Deliver 12 internal training sessions per month. (Internal facing trainers only.) Develops training ideas and concepts using adult learning theory and learning models, and translates into engaging content through user interfaces, graphics, illustrations, animations and/or simulates for e-learning and classroom presentations. Conducts peer reviews of curriculum developed for accuracy while keeping the end-user in mind. Selects and develops appropriate learner interactions and evaluations to measure progress and job competency. Develops training plans and agendas according to competency-based objectives determined by business needs identified in the analysis phase. Facilitates learning plans administered through the LMS. Advances the level of subject matter expertise needed to provide correct information and accurately answers questions from learners and business partners. Communicates engagement and progress of participants during training to appropriate supervisors and managers. 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 our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions. What You'll Need to Succeed Bachelor's degree in Adult Learning, Education, or related course-work or equivalent training and/or experience. 1-3 years corporate training experience. Basics of project management. Applied adult learning principles and the ADDIE training model. Time management and organizational skills. Analytical, technical and problem solving skills. Demonstrate Emotional Intelligence to build interpersonal relationships. Excellent, professional written and verbal communication skills. Deep knowledge of adult learning, and training program design and development. Demonstrated presentation and facilitation skills. Why Join CO-OP? CO-OP is committed to fostering a workplace where every employee feels valued, respected, and connected. We are dedicated to understanding, attracting and engaging a diverse workforce where every employee can live up to their pull potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. You will be part of an organization that focuses on a strong culture and embodies the credit union movement philosophy of People Helping People. CO-OP's commitment to reflecting our own core values and purpose extends beyond how we serve our clients and the products that we deliver. With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation. CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service. CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech. The Perks Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services. Great Work/Life Benefits - Paid Time Off (PTO), Maternity, Parental, Family Care, Adoption Leave Programs, Community Volunteer Time Off, and 10 Paid Holidays. Health benefits - medical, dental, & vision plus wellness programs and gym reimbursements. 401K with generous company match. Tuition reimbursement.
CO-OP Financial Services Clive, Iowa
01/05/2021
Full time
US-GA-Alpharetta US-IA-Des Moines US-TX-Fort Worth Req No. 2 Category Professional Type Temporary The Opportunity We are seeking a talented Data Developer IV to serve as a technology data developer lead. The Data Developer IV works independently and plays the role of technical lead on key strategic projects as related to data infrastructure, reporting, data triage, master data management, and other related data initiatives. This role acts as a team lead by mentoring all other levels of data developers. The incumbent(s) serve as an advisor to data team management as well as business partners in matters of data, reporting and business intelligence. This position advises on technology industry standards, tools, and practices as well as design and implement best practices for data development. The Data Developer IV partners closely with ET&S (Enterprise Technology & Services), business and operation teams. This position also participates in determining strategic direction for data initiatives and best practices. What You Can Look Forward to Serves as technical lead to strategic and enterprise level data driven projects, collaborates with other areas of ET&S as well as business units. Follows and advises on industry standards and advances on data driven technologies and tools. Designs, implements, and updates best practices for the data development team. Serves as technical lead and mentor to other less tenured data developers and analysts. Acts as Subject Matter Expert (SME) to architectural review board and technology review committee. Creates enterprise level end-to-end data flow diagrams and logical data models. Develops and reviews complex SQL, T-SQL scripts, stored procedures, SSIS workflows, Azure Data Factory pipelines for various reporting and data development projects. Creates and maintains documentation related to data development best practices, enterprise level data flow diagrams, and project code promotion. Provides recommendations to technology tools, products and services in order to help keep our environment on the cutting edge of technology. Serves as technical advisor to database administrators in areas of database optimization, indexing and data retention. Serves as lead data developer on key strategic projects. Develops and designs solutions with security as a critical design requirement for data, systems and applications. Adheres to development processes and standards including code management. 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 our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions. What You'll Need to Succeed College degree in CIS, Data Management, Data Analytics, or similar, or equivalent training and/or experience. 10+ years' experience working in a data function or equivalent position where primary responsibility is working with data, database design and data development is the primary responsibility. Best practices for data development within a PCI environment. Ability to analyze enterprise level data sources and determine relationships between disparate sources. Determine methodologies for integration with 3rd party data sets. Expertise in data warehousing and data modeling methodologies, tools and best practices. Financial industry knowledge. Agile methodologies. Expert knowledge of Microsoft SQL stack including T-SQL, SSRS, and SSIS. Excellent communication skills and ability to translate complex concepts to simple and easier terms for business leaders and users of data. Expert knowledge of MS Office tools including MS Visio. Ability to review existing processes and identify logic problems to address. Ability to formulate a plan that aligns and supports to delivery timelines. Ability to lead large data driven enterprise projects. Ability to coach, mentor and lead others in the ET&S area. Ability to identify, recommend and set best practices for the data developer role. Must be detail focused. Must possess strong communication skills. Master's degree in Data Management, CIS or similar preferred. Knowledge of networking concepts and operating systems architecture concepts and communications protocols preferred. 10+ years' experience as a data developer working with enterprise level data sets and primary responsibility is data development, and database design including integration of third-party data preferred. Why Join CO-OP? CO-OP is committed to fostering a workplace where every employee feels valued, respected, and connected. We are dedicated to understanding, attracting and engaging a diverse workforce where every employee can live up to their pull potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. You will be part of an organization that focuses on a strong culture and embodies the credit union movement philosophy of People Helping People. CO-OP's commitment to reflecting our own core values and purpose extends beyond how we serve our clients and the products that we deliver. With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation. CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service. CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech. The Perks Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services. Great Work/Life Benefits - Paid Time Off (PTO), Maternity, Parental, Family Care, Adoption Leave Programs, Community Volunteer Time Off, and 10 Paid Holidays. Health benefits - medical, dental, & vision plus wellness programs and gym reimbursements. 401K with generous company match. Tuition reimbursement.
CO-OP Financial Services Clive, Iowa
01/05/2021
Full time
US-IA-Des Moines US-GA-Alpharetta US-TX-Austin US-AZ-Phoenix Req No. 2 Category Professional Type Full-Time The Opportunity We are seeking a talented Commercialization Manager to oversee the coordination and administration of all aspects of ongoing product commercialization management efforts; leads commercialization launch team and plans, organizes and controls product commercialization activities. The incumbent develops program hierarchies and oversees multiple product plans, implementation schedules; directs and tracks overall resource usage and combined tasks to ensure successful delivery of all assigned products and to plan for future onboarding. The Commercialization Manager oversees all communications, risks and budgets to ensure the stakeholder(s) is satisfied with the result for assigned products. What You Can Look Forward to Oversees the development, coordination, planning and implementation of new Product processes and procedures to create efficiencies, provide transparency, and deliver consistency product methodology. Drives commercialization and related activities in accordance with the mission and the goals of the assigned product. Develops new initiatives to support the strategic direction of the organization. Develops and implements long-term goals and objectives to achieve the successful outcome of the assigned product. Develops a product evaluation framework to assess the strengths of the product and to identify areas for improvement. Ensures commercialization activities operate within the policies and procedures of the organization. Facilitates the delivery of services among different product activities to increase effectiveness and efficiency. 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 our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions. What You'll Need to Succeed Completion of high school, or equivalent. Bachelor's degree in related field plus minimum of 5 years Product experience, or equivalent training and/or experience. Previous experience in the financial service/payment processing industry. Previous project management experience. Strong knowledge of business planning, product development and project planning. Strong knowledge of internal product delivery processes and systems. Working knowledge of the payments industry. Proficiency with Microsoft Office Suite. Strong facilitation and team building skills. Project management expertise. Strong Microsoft Project skills. Proficiency with Project Center or similar project management software. Why Join CO-OP? CO-OP is committed to fostering a workplace where every employee feels valued, respected, and connected. We are dedicated to understanding, attracting and engaging a diverse workforce where every employee can live up to their pull potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. You will be part of an organization that focuses on a strong culture and embodies the credit union movement philosophy of People Helping People. CO-OP's commitment to reflecting our own core values and purpose extends beyond how we serve our clients and the products that we deliver. With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation. CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service. CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech. The Perks Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services. Great Work/Life Benefits - Paid Time Off (PTO), Maternity, Parental, Family Care, Adoption Leave Programs, Community Volunteer Time Off, and 10 Paid Holidays. Health benefits - medical, dental, & vision plus wellness programs and gym reimbursements. 401K with generous company match. Tuition reimbursement.
CO-OP Financial Services Clive, Iowa
01/05/2021
Full time
US-GA-Alpharetta US-IA-Des Moines US-NC-Charlotte US-TX-Fort Worth US-CA-Rancho Cucamonga US-AZ-Phoenix Req No. 2 Category Professional Type Full-Time The Opportunity We are seeking a talented Data Developer IV to serve as a technology data developer lead with Profisee MDM. The Data Developer IV works independently and plays the role of technical lead on key strategic projects as related to data infrastructure, reporting, data triage, master data management, and other related data initiatives. This role acts as a team lead by mentoring all other levels of data developers. The incumbent(s) serve as an advisor to data team management as well as business partners in matters of data, reporting and business intelligence. This position advises on technology industry standards, tools, and practices as well as design and implement best practices for data development. The Data Developer IV partners closely with ET&S (Enterprise Technology & Services), business and operation teams. This position also participates in determining strategic direction for data initiatives and best practices. What You Can Look Forward to Serves as technical lead to strategic and enterprise level data driven projects, collaborates with other areas of ET&S as well as business units. Follows and advises on industry standards and advances on data driven technologies and tools. Designs, implements, and updates best practices for the data development team. Serves as technical lead and mentor to other less tenured data developers and analysts. Acts as Subject Matter Expert (SME) to architectural review board and technology review committee. Creates enterprise level end-to-end data flow diagrams and logical data models. Develops and reviews complex SQL, T-SQL scripts, stored procedures, SSIS workflows, Azure Data Factory pipelines for various reporting and data development projects. Creates and maintains documentation related to data development best practices, enterprise level data flow diagrams, and project code promotion. Provides recommendations to technology tools, products and services in order to help keep our environment on the cutting edge of technology. Serves as technical advisor to database administrators in areas of database optimization, indexing and data retention. Serves as lead data developer on key strategic projects. Develops and designs solutions with security as a critical design requirement for data, systems and applications. Adheres to development processes and standards including code management. 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 our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions. What You'll Need to Succeed College degree in CIS, Data Management, Data Analytics, or similar, or equivalent training and/or experience. 10+ years' experience working in a data function or equivalent position where primary responsibility is working with data, database design and data development is the primary responsibility. 2-3 years of Profisee MDM technologies is required Best practices for data development within a PCI environment. Ability to analyze enterprise level data sources and determine relationships between disparate sources. Determine methodologies for integration with 3rd party data sets. Expertise in data warehousing and data modeling methodologies, tools and best practices. Financial industry knowledge. Agile methodologies. Expert knowledge of Microsoft SQL stack including T-SQL and SSIS. Excellent communication skills and ability to translate complex concepts to simple and easier terms for business leaders and users of data. Expert knowledge of MS Office tools including MS Visio. Ability to review existing processes and identify logic problems to address. Ability to formulate a plan that aligns and supports to delivery timelines. Ability to lead large data driven enterprise projects. Ability to coach, mentor and lead others in the ET&S area. Ability to identify, recommend and set best practices for the data developer role. Must be detail focused. Must possess strong communication skills. Why Join CO-OP? CO-OP is committed to fostering a workplace where every employee feels valued, respected, and connected. We are dedicated to understanding, attracting and engaging a diverse workforce where every employee can live up to their pull potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. You will be part of an organization that focuses on a strong culture and embodies the credit union movement philosophy of People Helping People. CO-OP's commitment to reflecting our own core values and purpose extends beyond how we serve our clients and the products that we deliver. With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation. CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service. CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech. The Perks Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services. Great Work/Life Benefits - Paid Time Off (PTO), Maternity, Parental, Family Care, Adoption Leave Programs, Community Volunteer Time Off, and 10 Paid Holidays. Health benefits - medical, dental, & vision plus wellness programs and gym reimbursements. 401K with generous company match. Tuition reimbursement.
CO-OP Financial Services Alpharetta, Georgia
01/05/2021
Full time
US-GA-Alpharetta US-TX-Austin Req No. 2 Category Management Type Full-Time The Opportunity We are seeking a talented Director of Integration Partnerships, to identify, evaluate, execute partnerships and lead product integrations with vendors that participate in Credit Union payment ecosystem. The Director, Integration Partnerships executes and manages partnerships that add strategic value to CO-OP and Credit Union business. This is a role with broad scope and fit for an individual comfortable with both building strategy and driving execution. Responsibilities include managing a small team of product professionals, product assessments, business case creation, business requirements, operating model, product positioning/commercialization, competitive analysis, product integration, market launch, and ongoing product & partnership lifecycle management. This position is fully-remote . That means we are open to talent across the country and the person in this position will be able to continue working remotely even after we transition back into our physical office locations What You Can Look Forward to Supervisor Functions and Responsibilities: Directs and Manages team of Sr. Product Manager(s). Provides overall direction, coordination, and evaluation of this department. Manages supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, training, and terminating employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Essential Functions and Responsibilities: Develop a strong understanding of CO-OP's products, solutions, roadmap and the opportunities to drive integration of products in our client's ecosystem through partnerships. Understand the partnership and competitive ecosystem. Define the model for measuring success for each prospective segment and opportunity. Lead and define new processes, refine current processes, and look for ways for CO-OP to continuously streamline product integration and drive growth. End to end business development execution. Creating a strategy and plan to build out a pipeline for long term prospects across the relevant partnership ecosystem. Build strong relationships and collaborate with cross-functional stakeholders across product, engineering, marketing, legal and sales teams. Own and manage external partner relationships focused on meeting partnership timelines and KPIs. Perform quantitative and qualitative analysis as necessary to assess opportunities, make decisions, and influence stakeholders. Prospecting and evaluating various leads to determine how they might fit company goals. Provide regular communications to senior management on partnerships strategy and results. 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 our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions. What You'll Need to Succeed Required Education and Experience: Completion of high school, or equivalent. Bachelor's degree and minimum ten years of business development and product experience, at least three years in a product management role, or equivalent training and/or experience. Professional background in strategic and tactical product management. Proven track record and experience in presentation skills to both a large and small group. Proven track record of bringing successful products to market on time. Proven staff management skills in leading resources to a higher and strategic thought process. Previous experience with visualization products (Tableau, QuickSight, PowerBi, etc.). Prior experience and working knowledge of the Big Data tools/platforms (Hadoop, Redshift, etc.). Strong UX and Data Visualization knowledge. Essential Knowledge: Knowledge of strategic and product development methodologies. Knowledge of strategic planning process. Knowledge of product life cycle management tenets. Knowledge of financial forecasting, creation of budgets and financial justification for product business decisions. Advanced understanding and knowledge of financial services industry, preferably credit unions and payments industry. Knowledge of different product pricing strategies. Knowledge of technical product management. Essential Skills and Abilities: Demonstrated track record working with product and marketing teams to develop partnerships that deliver growth, benefits for clients and brand positioning of COOP. Exceptional communication and presentation skills. Accomplished presentation skills and comfort level in front of C-level executives. Experience negotiating and closing deals. Demonstrated ability to think strategically about complex issues and make thoughtful recommendations and action plans. Ability to thrive in ambiguity and be highly productive in a fast-paced environment. Strong attention to detail, self-motivation, and a sense of urgency around delivering on goals. Preferred Education and Experience: Experience in consulting or financial services is a plus. Why Join CO-OP? CO-OP is committed to fostering a workplace where every employee feels valued, respected, and connected. We are dedicated to understanding, attracting and engaging a diverse workforce where every employee can live up to their pull potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. You will be part of an organization that focuses on a strong culture and embodies the credit union movement philosophy of People Helping People. CO-OP's commitment to reflecting our own core values and purpose extends beyond how we serve our clients and the products that we deliver. With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation. CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service. CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech. The Perks Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services. Great Work/Life Benefits - Paid Time Off (PTO), Maternity, Parental, Family Care, Adoption Leave Programs, Community Volunteer Time Off, and 10 Paid Holidays. Health benefits - medical, dental, & vision plus wellness programs and gym reimbursements. 401K with generous company match. Tuition reimbursement.
CO-OP Financial Services Charlotte, North Carolina
01/05/2021
Full time
US-NC-Charlotte US-GA-Alpharetta Req No. 2 Category Sales Type Full-Time The Opportunity We are seeking a talented Senior Client Business Executive to serve in the capacity as a back-up to management, conduct onsite visits with clients nationwide, serve as an executive-level liaison, as well as evaluate, analyze, market, present, demonstrate, and sell products and services. The ability to achieve and maintain superior levels of client satisfaction, especially at the executive level, is required. This position is fully-remote . That means we are open to talent across the country and the person in this position will be able to continue working remotely even after we transition back into our physical office locations. What You Can Look Forward to A proven track record of growing relationships with executive level management while demonstrating value to the client. Ability to articulate complex or simple concepts "in the moment". Escalation point for clients assigned to your book of business. Ability to negotiate longer term contracts, neutralize objections and exhibit value at an executive level. Meet with Senior Executives on a consistent basis including Credit Union leaders and Payment strategy leaders. Maintain a profitable relationship with each assigned client. Travel of up to 60%+ is required. Manage a group of large/strategic/complex clients. Develop skill set and knowledge above what is required and share best practices with CBE team. Strong leader on CBE team and a mentor and trainer for new CBE's. Participate in leadership activities that will benefit team and/or company. Act as team lead and back up manager. Expand C suite relationships. Responsible to assist assigned clients with growth of portfolio. Cross sale of CO-OP products and services to assigned credit unions. Share industry insight and enhance the educational opportunities that benefit the team. Be a trusted advisor and advocate for your book of clients throughout organization. Work with Sales Managers and uncover platform referrals. Facilitate Strategic Business Reviews. Manage Account Plans in Salesforce.com. 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 our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions. What You'll Need to Succeed Bachelor's degree in related field or equivalent work experience. 5+ years of experience in Payments and Payment Innovation preferred. Served in an Account Management or Executive position for more than 5-years. Thorough financial services and technology industry knowledge. Maintain executive presence and presentation skills. Must possess an understanding of consultative selling and effectively execute on product sales. Active listening skills and the ability to communicate strategic ideas effectively in both written and verbal communications throughout all levels of an organization, especially with C-level executives. Ability to self-manage and maintain a flexible schedule, which will include extensive travel time. Demonstrated ability to quickly learn new products, services, and technologies. A proven track record of growing relationships with executive level management while demonstrating value to the client. Outstanding interpersonal/relationship management and problem solving skills, as well as the ability to escalate issues throughout levels of an organization appropriately. Must be a self-starter, collaborative, detail oriented and able to take leadership role into all phases of the sales cycle. Customer/client service and leadership orientation - support strategic future, culture and leadership practices. Prior managment experience is preferred. Why Join CO-OP? CO-OP is committed to fostering a workplace where every employee feels valued, respected, and connected. We are dedicated to understanding, attracting and engaging a diverse workforce where every employee can live up to their pull potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. You will be part of an organization that focuses on a strong culture and embodies the credit union movement philosophy of People Helping People. CO-OP's commitment to reflecting our own core values and purpose extends beyond how we serve our clients and the products that we deliver. With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation. CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service. CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech. The Perks Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services. Great Work/Life Benefits - Paid Time Off (PTO), Maternity, Parental, Family Care, Adoption Leave Programs, Community Volunteer Time Off, and 10 Paid Holidays. Health benefits - medical, dental, & vision plus wellness programs and gym reimbursements. 401K with generous company match. Tuition reimbursement.
CO-OP Financial Services Clive, Iowa
01/05/2021
Full time
US-IA-Des Moines Req No. 2 Category Professional Type Full-Time The Opportunity We are seeking a talented Contracts Manager II to be responsible for managing the vendor and client contract process for the enterprise, while providing support on the development of agreements stemming from new and existing vendor relationships, as well as client agreements. The primary role for the person in this position is to manage contract negotiations, administer and facilitate contracts with both internal and external customers, and manage areas of contract risk and enforce appropriate risk mitigation terms. What You Can Look Forward to Prepare and negotiate various client and vendor contracts, amendments, and other legal documents. Assist internal stakeholders in interpreting contract terms and conditions. Act as liaison for internal and external customers on all contract processing/administration matters. Draft amendments, addenda, and other documents as required. Manage the client and vendor contract administration processes, including handling requests, facilitating notices, tracking of vendor renewals, managing contract analytics, and ensuring appropriate execution of all legal documents. Manage the enterprise wide Contract Management System, and associated processes to improve the archival rational and tracking of contractual terms and obligations, renewal dates, and expirations. Work with in-house counsel and external counsel throughout the contract negotiation process. Distribute certain contract requests to internal and external counsel as appropriate. Partner with internal stakeholders throughout the contract process from request to execution. Ensure their adherence to contract-related policies and procedures, and help them troubleshoot and resolve contract issues and challenges. Manage and adhere to vendor and client internal SLAs, and subsequently make recommendations for continuous improvement. Collaborate with other departments to onboard new vendors, and manage all engagements and contract lifecycles. Work with the rest of the legal team, compliance, information security, finance, and other stakeholders to ensure contracts meeting compliance and regulatory requirements. Support and help implement changes in systems, processes, and procedures. Document processes and create policies and procedures relating to contracts. Maintain and improve supporting documentation, including vendor and client playbooks. 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 our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions. What You'll Need to Succeed Bachelor's degree from four year college. Three to five years of experience in contract management and administration or vendor management. Corporate paralegal or legal background. Familiarity with legal, contractual, and vendor/sourcing related concepts, practices, and procedures. Proficient PC knowledge and the use of standard software packages, such as Microsoft Word, Excel, and PowerPoint. Five to ten years of experience in contract management or vendor management preferred. Industry experience with credit union, financial institution, and/or payments industry is desirable. Excellent verbal and written communication skills, as well as presentation skills. Effective interpersonal skills, and ability to convey complex information in a way that others can readily follow. Excellent planning and organizational skills, as well as ability to prioritize workload using good judgment, while balancing the need for an immediate response with accuracy and completeness of information. Ability to build strong relationships with stakeholders at all levels, internally and externally. Detail-oriented with strong problem solving skills and the ability to identify, analyze, and resolve problems, driving solutions to completion. Ability to work under minimal supervision and manage multiple tasks/projects simultaneously, while meeting demanding deadlines. Why Join CO-OP? CO-OP is committed to fostering a workplace where every employee feels valued, respected, and connected. We are dedicated to understanding, attracting and engaging a diverse workforce where every employee can live up to their pull potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. You will be part of an organization that focuses on a strong culture and embodies the credit union movement philosophy of People Helping People. CO-OP's commitment to reflecting our own core values and purpose extends beyond how we serve our clients and the products that we deliver. With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation. CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service. CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech. The Perks Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services. Great Work/Life Benefits - Paid Time Off (PTO), Maternity, Parental, Family Care, Adoption Leave Programs, Community Volunteer Time Off, and 10 Paid Holidays. Health benefits - medical, dental, & vision plus wellness programs and gym reimbursements. 401K with generous company match. Tuition reimbursement.
CO-OP Financial Services Rancho Cucamonga, California
01/04/2021
Full time
US-CA-Rancho Cucamonga Req No. 2 Category Management Type Full-Time The Opportunity We are seeking a talented Chargeback Supervisor to Supervises and coordinates the operations of the Chargeback and Dispute Processing staff. Focus is on processing and resolution of Visa & Mastercard disputes for members of CO-OP Financial Services credit unions, while ensuring maximum productivity and minimal loss through accuracy and efficiency with a quality customer service focus. This position is temporarily-remote . That means that this position is currently remote due to COVID. However, once we transition back into the office, the manager would prefer for this person to work in the physical office. What You Can Look Forward to Supervises and directs Chargeback staff ensuring daily production of claims processing. Monitors and analyzes workflow, productivity, accuracy and mitigates financial losses. Develops, coaches, reviews and documents employee performance and attendance to maintain department effectiveness. Coordinates department and systems training for employees. Maintain a high level of visibility with staff to help resolve issues. Coordinates and oversees any special duties as assigned by management. Manage functional teams within the department, providing leadership to direct reports while ensuring client service and quality standards are met. Manages, evaluates performance and develops team of direct reports. Monitors daily workflow and acts as an escalation point for operational issues for staff; maintaining a working knowledge and understanding of the Visa/MasterCard Chargeback rules and requirements pertaining to claims processing. Conducts or assigns monthly audits of actions taken on claims by staff to ensure accuracy and compliance. Creates/updates department policies and procedures as needed. Participates and represents the department on various internal launch teams and committees for CO-OP products and services. Keeps abreast of external changes in the dispute processing environment; ensures internal staff is properly trained. Reviews Visa and/or MasterCard notification/mandates to support compliance with Chargeback processing requirements. Assists in communicating updates to staff and/or credit unions clients. Acts as Subject Matter Expert (SME) for changes/updates in platform systems and rules related to Chargeback processing. Acts as escalation point between, platform processors for reporting and tracking of issues in corresponding systems and networks for issues related to Visa and MasterCard. Reviews and makes assessment of new clients to assign Chargeback Analyst resources. Performs periodic review case workloads and makes recommendations on client reassignments as needed. Coordinates and oversees any special projects as assigned by management. Must react to change productively and handle other essential tasks as assigned. Adhere to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies. 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 our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions. What You'll Need to Succeed High school diploma required or GED. Four years of supervisory experience in a financial institution or EFT and 4 to 5 years related experience with chargeback processing and/or equivalent combination of education and experience required. Competence required in Microsoft Office applications including Microsoft Access. Experience in Chargeback and Settlement operations. Competence required in Microsoft Office applications. Strong knowledge of network operations and acquirer and issuer responsibilities. Demonstrate strong people management and leadership skills. Strong organization, listening and problem-solving skills are critical. Advanced knowledge of Microsoft and Windows Operating System. Excellent time management skills, detail oriented, able to handle multiple tasks simultaneously and display good follow-up skills. Demonstrate a positive team attitude. Ability to effectively communicate and work across all areas of CO-OP financial Services as well as vendors. Some overnight travel may be required. Must possess strong verbal and written communication skills. Why Join CO-OP? CO-OP is committed to fostering a workplace where every employee feels valued, respected, and connected. We are dedicated to understanding, attracting and engaging a diverse workforce where every employee can live up to their pull potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. You will be part of an organization that focuses on a strong culture and embodies the credit union movement philosophy of People Helping People. CO-OP's commitment to reflecting our own core values and purpose extends beyond how we serve our clients and the products that we deliver. With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation. CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service. CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech. The Perks Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services. Great Work/Life Benefits - Paid Time Off (PTO), Maternity, Parental, Family Care, Adoption Leave Programs, Community Volunteer Time Off, and 10 Paid Holidays. Health benefits - medical, dental, & vision plus wellness programs and gym reimbursements. 401K with generous company match. Tuition reimbursement.
CO-OP Financial Services Clive, Iowa
01/04/2021
Full time
US-IA-Des Moines US-GA-Alpharetta US-CA-Rancho Cucamonga US-TX-Austin Req No. 2 Category Professional Type Full-Time The Opportunity We are seeking a talented Technical Financial Consultant to be responsible for identifying the tasks and techniques used to work as a liaison among stakeholders in order to understand business process, structure, policies, and operations of the organization with the goal of helping deliver new and enhanced processes, products, and services. The person in this role will be formulating recommendations that enable the client FI to achieve its goals. What You Can Look Forward to Understand and document client FI business requirements and scope development. Coordinate client FI projects and deliver proper documentation. Build strong internal and external partnerships. Proactively pursues development opportunities and show expected progress on learning plan. Conduct resource management to include forecasting demand and capacity. 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 our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions. What You'll Need to Succeed Bachelor's degree in Computer Science / Computer Information Systems plus 1-2 years project management experience, or equivalent training and/or experience. Experience with Microsoft Office Professional and Internet applications. Experience with financial systems and applications. Experience with an enterprise project management tool or equivalent. Knowledge of finance and credit and/or debit card systems is preferred. Proficient in the following: elicitation, requirements management, enterprise analysis, requirements analysis, and solution assessment and validation. Understanding of use cases, process maps, data flow diagrams; ability to assist in the creation and documentation of those processes. Understanding of unit testing, integration testing, and functional testing. Proficiency with graphical user interface and design methodologies. Fundamental understanding of project management methodologies and implementation. Good analytical, problem-solving, and decision-making skills. Proficiency in research and analysis, project planning and implementation. Understanding and awareness of business processes and issues as they impact overall project plans. Ability to express and document basic to moderate business processes and requirements. Ability to communicate effectively verbally and in writing with technical staff, non-technical staff, and end-users for requirements gathering, assessment, testing, training, and outcome validation. Good verbal and written communication skills. Ability to work effectively in a cross-functional project team environment. Fundamental understanding of concepts of project planning and project management techniques to facilitate small projects and/or group initiatives. Ability to coordinate the execution of projects with 1-3 service delivery areas. Expert knowledge of one or more areas of credit and debit card management, infrastructure and associated products and or services. Why Join CO-OP? CO-OP is committed to fostering a workplace where every employee feels valued, respected, and connected. We are dedicated to understanding, attracting and engaging a diverse workforce where every employee can live up to their pull potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. You will be part of an organization that focuses on a strong culture and embodies the credit union movement philosophy of People Helping People. CO-OP's commitment to reflecting our own core values and purpose extends beyond how we serve our clients and the products that we deliver. With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation. CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service. CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech. The Perks Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services. Great Work/Life Benefits - Paid Time Off (PTO), Maternity, Parental, Family Care, Adoption Leave Programs, Community Volunteer Time Off, and 10 Paid Holidays. Health benefits - medical, dental, & vision plus wellness programs and gym reimbursements. 401K with generous company match. Tuition reimbursement.