Advisory Consultant

• High EQ with demonstrated experience guiding stakeholders in decision making and written and oral communications
• Excellent organizational skills and attention to detail
• Excellent time management skills with a proven ability to meet deadlines
• Strong analytical and problem-solving skills
• Ability to prioritize tasks and to delegate them when appropriate
• Ability to function well in a high-paced and at times stressful environment, * Bachelor’s degree in business, economics, communication or related field
• Minimum of 3 years of experience in consulting or similar role
• 1- 2 years of experience retaining clients and growing account value through cross-sell and upsell opportunities
• Proficient in Microsoft Excel, PowerPoint, Word and project management software
• Experience working with credit unions and/or the financial services industry
• Background in finance, accounting, economics, or business administration

• Listens well, instead of reacting fast, so you can better understand.
• Is concise and articulate in speech and writing.
• Maintains calm poise in stressful situations.

1. Impact

• Deliver outcomes that matter
• Accomplishes amazing amounts of important work.
• Demonstrates consistently strong performance so colleagues can rely upon you.
• Focuses on great results even over great processes.
• Exhibit bias-to-action and avoid analysis-paralysis.

1. Curiosity

• Asks questions, learns quickly

• Learns rapidly and eagerly.

• Seeks to understand our strategy, market, customers, and suppliers.
• Is broadly knowledgeable about business, technology, and financial institutions / services.
• Contributes effectively outside of your specialty.

1. Innovation

• Finds new/better ways to work
• Re-conceptualizes issues to discover practical solutions to hard problems.
• Challenges prevailing assumptions when warranted, and suggest better approaches.
• Creates new ideas that prove useful.
• Keeps us nimble by minimizing complexity and finding time to simplify.

1. Courage

• Speaks up, takes responsible risks
• Says what they think even if it is controversial.
• Makes tough decisions without agonizing.
• Takes smart risks.

1. Passion

• Shows enthusiasm and drive
• Inspire others with your thirst for excellence.
• Cares intensely about CUCollaborate’s success.
• Celebrate wins and istenacious.

1. Honesty

• Is direct, transparent and trustworthy
• Is known for candor and directness.
• Is non-political (company politics) when you disagree with others.
• Is quick to admit mistakes.

1. Selflessness

• You seek what is best for CUCollaborate, rather than best for yourself or your group
• You are ego-less when searching for the best ideas
• You make time to help colleagues
• You share information openly and proactively

At CUCollaborate, every team member is expected to embody our core values as an integral part of their role. This section outlines the key responsibilities, purpose, and expectations of the position, ensuring alignment with our mission and commitment to excellence.

CUCollaborate is a challenger consultancy that champions credit union growth through disruptive innovation. We are here to help credit unions adapt, grow, and succeed long term - and we offer the innovation, insight, and know-how to help them do it.

Our goal at CUCollaborate is to be the best in the world at solving problems that make the world a better place. We believe that growing credit union membership, increasing access to fairly priced financial products for people of modest means or those historically discriminated against, and helping credit unions maximize their impact in their communities and member’s lives all make the world a better place. All employees should possess the following workplace values and competencies, CUCollaborate is a data and analytics CUSO that helps credit unions maximize growth, impact, and performance.