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
December 27, 2024
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
• 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 • Collaboration - Effectively builds and maintains partnerships with clients • Communication - Creates and sustains ongoing forums that encourage two-way communication opportunities • Planning/Organizing - Prioritizes and plans work activities • Quality - Demonstrates accuracy and thoroughness • Technical Skills - Assesses own strengths and weaknesses • Professionalism – Approaches others in a tactful manner • Adaptability – Adapts to changes in the work environments • Time Management - Ability to multi-task and prioritize conflicting tasks • Presentation - Confident and compelling presentation skills • Negotiation – Ability to broker the negotiation of complex deals
• 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 (Certified 2023 & 2024!
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