Strategic Advisor (Great Lakes Region)

Strategic Advisor Role

The Strategic Advisor for the Great Lakes Region is responsible for 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.

Essential Functions & Additional Responsibilities:

• 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

Required Skills & Competencies:

• 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

Required Education and Experience:

• 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

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times
• Position Type/Expected hours of Work:
• Full Time/ 40 hours per week

Location:

Remote

50% Travel required

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Activities, duties, or responsibilities may change at any time with or without notice.

EEO Statement:

Engage fi provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.