
51 - 200 employees
🏦 Banking
💸 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.
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51 - 200 employees
🏦 Banking
💸 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.
• Provides strategic and operational leadership for Engage fi's Conversion Services practice • Oversees a team responsible for delivering successful core banking, digital banking, payments, and related technology implementation and conversion projects • Ensures projects are delivered on time, within scope and budget, while maintaining the highest standards of client satisfaction • Acts as the primary escalation point for complex and day-to-day project issues • Develops and maintains scalable implementation methodologies and drives continuous process improvement • Partners cross-functionally to ensure successful client outcomes • Directly manages a diverse team of Engage fi employees by providing coaching and learning opportunities
• Bachelor’s degree in business administration or related field or related experience • 10+ years of experience in the credit union, banking, payments, or related vendor industry with preference for previous leadership positions, project oversight/management proficiency, and core banking conversion familiarity • Deep industry knowledge of core banking, credit/debit card processing, online banking, bank operations, and/or lending origination vendors, solutions, tools, and processes • Experience in successfully completing conversion technology projects involving both product and custom solutions • Demonstrated ability to manage external, third-party vendors and clients/customers, including their employees, consultants, and designated subcontractors • Facilitation of creative problem-solving sessions with all levels of leadership teams across different line of business disciplines • Ability to present complex solutions to senior leadership teams • Exposure to contract negotiations and vendor management
• 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
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