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.
Contract and Vendor Management • Omni-Channel Assessment • Online Branch Strategy • Credit and Debit Card Processing • RFP Management
April 15
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.
Contract and Vendor Management • Omni-Channel Assessment • Online Branch Strategy • Credit and Debit Card Processing • RFP Management
• As an Engage Fi employee, you can expect: • To work with an amazing and collaborative team • To create and innovate in your role and see the impact you make on the business and client experience • To be a part of an award-winning team – Inc. 500 (2018), Inc. 5000 (2019, 2021, 2022, 2024), Tampa Bay Business Journal Fast 50 (2021, 2023, 2024), Great Place to Work (2023, 2024) • All employees to cultivate and encourage new ideas and thrive on a fun and productive work environment • To join a highly engaged workforce that supports personal and professional growth, empowerment, and lives by servant leadership • Engage fi was founded on the principle of putting ourselves in our clients’ shoes to understand their needs, their business objectives, and their definition of success. • We take pride in our people, process, and tools guaranteeing that your experience with engage fi will surpass your expectations. • With over 450 years of industry experience, the team at Engage fi is a blend of consultants, educators, matchmakers, integrators, and advocates. • Engage fi has completed over 525 strategic projects for financial institutions and negotiated over $2.2 billion in savings and incentives for our clients. • You are fast-paced with a strong sense of urgency • You thrive when you have multiple challenges on your plate • You are a lively, enthusiastic, and powerful communicator • You love getting things done and exceeding your goals • You understand people and can adapt to their communication styles • You are a self-starter • You like a variety of tasks and working in a dynamic and changing environment.
• Exceeding Sales Goals – Demonstrated ability to meet or exceed sales goals annually • Self-Managed – ability to drive oneself toward established goals • Problem Solving - Identifies and resolves problems in a timely manner. Gathers and analyzes information skillfully. Works well in group problem-solving situations. Uses reason even when dealing with emotional topics. • Collaboration - Effectively builds and maintains partnerships with clients, prospects, and people at all levels across the company. Contributes to team and company success. Maintains flexibility and reacts to change appropriately. Communicates and shares information with candor that builds trust and enhances relationships. • Communication - Creates and sustains ongoing forums that encourage two-way communication opportunities. Demonstrates and promotes positive prospect, client, and work relationships. Proactively addresses and manages conflict and disputes. Works to achieve constructive resolution. • Planning/Organizing - Prioritizes and plans work activities. Uses time efficiently. Plans for additional resources. Sets goals and objectives. Organizes or schedules other people and their tasks. Develops realistic action plans. • Quality - Demonstrates accuracy and thoroughness. Looks for ways to improve and promote quality. Applies feedback to improve performance. Monitors own work to ensure quality. • Technical Skills - Assesses own strengths and weaknesses. Pursues training and development opportunities. Strives to continuously build knowledge and skills. Shares expertise with others. • Professionalism – Approaches others in a tactful manner. Reacts well under pressure. Treats others with respect and consideration regardless of their status or position. Accepts responsibility for own actions. Follows through on commitments. • Adaptability – Adapts to changes in the work environments. Manages competing demands. Changes approach or method to the best fit the situation. Able to deal with frequent changes, delays, or unexpected events. • Time Management - Ability to multi-task and prioritize conflicting tasks and requests. • Presentation - Confident and compelling presentation skills, with proven ability to present to senior leadership. • Negotiation – Ability to broker the negotiation of complex deals to a successful resolution. • Software Planning and Presentation Tools - Proficient in Microsoft Office and other project mgmt. software experience
• 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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🇺🇸 United States – Remote
💵 $185.5k - $222.5k / year
💰 $1.2G Post-IPO Debt on 2020-04
⏰ Full Time
🔴 Lead
👔 Vice President
🦅 H1B Visa Sponsor
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