Regional Account Executive
CurrentPinnacle Financial Strategies specializes in overdraft privilege programs for credit unions and banks, ensuring operational efficiency, increase income, and compliance.
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@iwsgroup.com
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Cristela Petykowski is listed as Regional Account Executive | Sales Management | Relationship Management | B2B at Pinnacle Financial Strategies, a with 38 employees, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at iwsgroup.com and a matched LinkedIn profile for Cristela Petykowski.
Cristela Petykowski previously worked as Regional Account Executive at Pinnacle Financial Strategies and National Sales Director at Auto Link at Auto Link. Cristela Petykowski holds Bachelor'S Degree, Business Administration And Management, General from National-Louis University.
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Over the past 20 years, I’ve held an important role connecting credit union’s and banks with programs that aid in achieving company goals while keeping their members' and client's best interest in mind. As a Regional Account Executive for Pinnacle Financial Strategies, I'm dedicated to helping financial institutions enhance operational efficiencies, increase non-interest income and ensure compliance . I specialize in automated, fully disclosed overdraft privilege programs that improve customer loyalty and keep financial institutions from regulatory issues and large overdraft losses. Pinnacle offers proactive compliance support and tailored training solutions, ensuring your program's success and optimal performance.
Listed skills include Sales, Customer Service, Banking, Business Development, and 12 others.
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Chicago, Illinois, United States
Pinnacle Financial Strategies specializes in overdraft privilege programs for credit unions and banks, ensuring operational efficiency, increase income, and compliance.
Harahan, Louisiana, United States
Drove sales efforts, conducting and engaging virtual and in-person product demonstrations.Developed and nurtured client partnerships, actively pursuing upselling opportunities.Identified and secured new clients through strategic networking, referrals, and cold calling.Conducted negotiations and successfully closed deals.
Greater Chicago Area
IWS has served credit unions for more than 25 years with tested Vehicle Service Agreements (VSA), Mechanical Breakdown Insurance (MBI), Guaranteed Asset Protection (GAP), Appearance Protection (RestoraGuard) and Auto Deductible Reimbursement (Auto Support+) programs designed for credit unions and their members. These are our only products, and we are dedicated to bringing our clients and their members the most comprehensive and innovative products in the industry.“People first, products that work.”Responsibilities include: -Creating, implementing and executing sales strategies that identify and produce new business relationships -Identify new product distribution channels with new and existing clients-Build and foster strong relationships with credit union partners to identify and meet their business needs
Greater Chicago Area
Plan, organize and execute business development activities to increase Andigo (Formerly MECU) membership and deepen member relationships within assigned sponsor companies of the credit union.Identify, develop and manage strategic relationships with HR, facility and management representatives of sponsor companies to introduce and promote the credit union to the companies' employees.Develop and execute annual business-development plans on assigned sponsor companies to achieve growth goals for membership and product usage (e.g., loans, mortgages, checking accounts, credit cards etc.). Ensure sponsor company HR executives have current exit/new hire information available and are kept abreast of any pertinent credit union changes.
Greater Chicago Area
Managed seven Illinois service centers and coordinated the planning and development of the service center operations.Coached, developed and managed employees' performance to achieve target results in the sale of protection products (credit life and disability insurance) on new, qualified consumer loans. Worked closely with other managers to achieve credit union goals and continuously improve the service center environment.
Ben Franklin Bank, Rolling Meadows, Illinois
Created a positive sales culture and developed existing employees: teller to teller-supervisor and teller supervisor to assistant manager.Trained staff in account opening and sales skills (identifying needs, providing creative solutions, overcoming barriers of indifference and closing).Developed and maintained customer and business relations.
Rio Grand Valley
Execute and close sales calls.Sell in incremental displays and equipment placements; sell in promotional programs and ensure dealer compliance.
Other employees you can reach at pinnaclefinancialstrategies.com. View company contacts for 38 employees →
Maggie O'Boyle
Colleague at Pinnacle Financial StrategiesGreater Fort Wayne, United States
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Ana Garcia
Colleague at Pinnacle Financial StrategiesMcallen, Texas, United States
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Elizabeth Hagale
Colleague at Pinnacle Financial StrategiesHarvest, Alabama, United States
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Michaela Heaton
Colleague at Pinnacle Financial StrategiesVero Beach, Florida, United States
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Veronica Tarango
Colleague at Pinnacle Financial StrategiesMcallen, Texas, United States
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Bobby Marble
Colleague at Pinnacle Financial StrategiesKaty, Texas, United States
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Candy Grasty
Colleague at Pinnacle Financial StrategiesHouston, Texas, United States
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Beth Kelleher
Colleague at Pinnacle Financial StrategiesCharlotte Metro, United States
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Anne Strickland
Colleague at Pinnacle Financial StrategiesHialeah, Florida, United States
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Michael Otter
Colleague at Pinnacle Financial StrategiesNorth Ridgeville, Ohio, United States
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Quick answers generated from the profile data available on this page.
Cristela Petykowski works for Pinnacle Financial Strategies.
Cristela Petykowski is listed as Regional Account Executive | Sales Management | Relationship Management | B2B at Pinnacle Financial Strategies.
AeroLeads has found 1 work email signal at @iwsgroup.com for Cristela Petykowski at Pinnacle Financial Strategies.
Cristela Petykowski is based in Greater Chicago Area, United States while working with Pinnacle Financial Strategies.
Cristela Petykowski has worked for Pinnacle Financial Strategies, Auto Link, Iws Acquisition Corporation, Andigo, and Motorola Employees Credit Union.
Cristela Petykowski's colleagues at Pinnacle Financial Strategies include Maggie O'Boyle, Ana Garcia, Elizabeth Hagale, Michaela Heaton, and Veronica Tarango.
You can use AeroLeads to view verified contact signals for Cristela Petykowski at Pinnacle Financial Strategies, including work email, phone, and LinkedIn data when available.
Cristela Petykowski holds Bachelor'S Degree, Business Administration And Management, General from National-Louis University.
Cristela Petykowski is listed with skills including Sales, Customer Service, Banking, Business Development, Leadership, Marketing, Strategic Planning, and Relationship Management.
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