Strategic Advisor – Great Lakes Region

Engage fi

Strategic Advisor responsible for prospecting and closing new sales opportunities for financial institutions. Guiding credit unions and banks in selecting vendors and selling Payments-related products.

Posted 5/1/2026full-timeRemote • Florida • 🇺🇸 United StatesSeniorLead💰 $120,000 - $130,000 per yearWebsite

About the role

Key responsibilities & impact

Responsible for prospecting, qualifying, and closing new sales opportunities across the country for 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.
Sells Payments-related products, Digital/Mobile Banking, Core Processing, and ancillary services.
Develops new business via cold calling, email, and social media.
Generates leads by attending industry events.
Conducts needs analysis to identify a bank’s challenges and align with Engage Fi services.
Works closely with marketing resources to leverage marketing campaigns.

Requirements

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

salesprospectingqualifyingclosingneeds analysiscold callingemail marketingsocial media marketinglead generationvendor evaluation

Soft Skills

relationship buildingcommunicationstrategic thinkingcollaborationproblem solving