Strategic Advisor

Job not on LinkedIn

🕒 July 10

🐊 Florida – Remote

🐊 Florida – Remote

💵 $120k - $130k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🧐 Strategy

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Engage fi

WebsiteLinkedInAll Job Openings

51 - 200 employees

🏦 Banking

💼 Consulting

💸 Finance

💰 Private Equity Round on 2022-02

Banking • Consulting • Finance

Engage fi is a consulting company specializing in financial services for banks and credit unions, focusing on strategic advisory services, digital banking, and payment processing. They help financial institutions innovate and optimize operations by providing expert guidance in areas such as credit and debit processing, ATM networks, loyalty programs, and Visa/Mastercard conversions. Engage fi also offers resources like case studies, webinars, and personalized evaluations to support financial institutions in achieving growth and maintaining a competitive edge. The company has successfully completed over 1500 projects and delivered significant savings and incentives for its clients.

📋 Description

• Prospecting, qualifying, and closing new sales opportunities across the country for our consulting lines of business • Guides credit unions and banks in evaluating and selecting vendors based on their strategic goals • Establishes executive relationships with financial institutions across the country and sells Payments-related products (Credit, Debit, PIN Networks, Loyalty), Digital/Mobile Banking, Core Processing, and any related ancillary services • Develops new business via cold calling, email, and social media • Generates leads by attending industry events (tradeshows) • Conducts industry webinars educating the market on our services • Establishes executive level relationships with credit unions and banks of all sizes • Conducts needs analysis to identify a bank’s challenges and align with engage fi services • Works closely with marketing resources to leverage marketing campaigns • Manages all sales activity in the internal CRM system for reporting • Facilitates creative problem-solving sessions with all levels of leadership teams across different lines of business disciplines • Presents complex solutions to senior leadership teams

🎯 Requirements

• Bachelor’s Degree in Business, Communications, Marketing or related field • 10 or more years of experience in the banking industry with preference given to sales related to credit/debit card processing, core processing, electronic banking, bill pay, and/or mobile banking • Knowledge of Credit Card Processing, Debit Card Processing, Core Processing, and Online Banking, vendors, tools, and processes

🏖️ Benefits

• Competitive pay, incentive programs, 401k matching • Unlimited time off plus 11 paid holidays • Medical, dental, and vision health plans with FSA or HSA options • Opportunities to volunteer and give back to the communities we serve • Paid remote work expenses • Career development, trainings, continuous learning, and employee recognition • Team engagement events and activities • Culture of growth and continuous improvement • A great place to work