Jenessa Kastelic
Mequon,WI
Summary
Proactive professional with 15+ years in financial technology Sales and Relationship management. Known for sales professionalism, ability to drive revenue, thorough sales strategy, and customer retention.
Overview
14
14
years of professional experience
Work History
Sales Executive-Fintech
Fiserv
Milwaukee, WI
03.2022 - Current
- Contributed to revenue growth by identifying opportunities within fintech and SaaS accounts.
- Developed client relationships to understand needs and drive sales and revenue.
- Helped build sales strategies aligned with customer needs and strategic goals.
- Negotiated contracts and closed agreements to maximize profit.
- Multi-Year Chairman's Club Qualifier and consistently meet quarterly and annual attainment goals.
- Meticulously maintained Salesforce records to track pipeline data, forecast accuracy, and customer engagements.
Sales Executive- Core Banking
Fiserv
Milwaukee, Wisconsin
08.2015 - 03.2022
- Drove revenue growth by acquiring net-new core banking clients.
- Managed complex, multi-solution sales opportunities to deliver tailored client solutions.
- Cultivated strong client relationships, resulting in improved customer satisfaction and loyalty.
- Negotiated contracts with clients to secure favorable terms and conditions.
- Managed sales pipeline effectively using CRM software for tracking progress.
- Attended industry events to network and promote Fiserv service offerings.
- Established and maintained effective relationships with consultants to foster collaboration.
Personal Banker
North Shore Bank
Brookfield, WI
12.2012 - 08.2015
- Facilitated opening and management of personal bank accounts, ensuring clients' banking needs were met.
- Provided guidance on financial products and services tailored to client needs.
- Processed loan applications and conducted credit evaluations for clients.
- Addressed and resolved client inquiries about transactions and account issues, enhancing customer satisfaction.
- Established strong relationships with clients through personalized service initiatives.
- Maintained accurate records of customer interactions and transactions daily.
- Achieved monthly cross-sale goals by actively promoting products to clients.
Education
Bachelor of Science -
Edgewood College
Madison, WI12-2011
Associate of Arts -
Madison College
Madison05-2008
Skills
- Financial services, Fintech and SaaS understanding
- B2B sales techniques
- Sales strategy development
- Revenue growth support
- Contract negotiation
- Client relationship management
- Customer needs analysis
- Proficient Salesforce User
- Sales goal attainment
Affiliations
- Mentor- Fiserv Sales Academy Associates
- Volunteer- Tailwaggers 911 Dog Rescue
Timeline
Sales Executive-Fintech
Fiserv
03.2022 - Current
Sales Executive- Core Banking
Fiserv
08.2015 - 03.2022
Personal Banker
North Shore Bank
12.2012 - 08.2015
Bachelor of Science -
Edgewood College
Associate of Arts -
Madison College