Julie Englert Email and Phone Number
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Accomplished and results-focused senior leader with sales, product and operations experience. Demonstrated history of leading high performing cross functional teams built on trust and collaboration. Comprehensive understanding of business strategies with an emphasis on sales management and customer experience. Extensive knowledge of payments and receivables Treasury Management solutions. Strong technical orientation.Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
Rkl Llp
View- Website:
- rklcpa.com
- Employees:
- 605
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Director Of Operations And Compliance | Rkl Wealth Management LlcRkl LlpSalunga-Landisville, Pa, Us
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Director Of Operations & Compliance | Rkl Wealth Management LlcRkl Llp Jul 2021 - PresentLancaster, Pennsylvania, United States
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Treasury Management Operations Manager, Senior Vice PresidentFulton Financial Corporation 2019 - Dec 2020Lancaster, Pennsylvania, United StatesDirect cross functional teams for Cash Management and Merchant Services to include Customer Service, Onboarding, Accounting, Account Analysis and Risk Management. Develop and execute on overall operational strategies. Create and drive alternative process approaches and evaluate opportunities for increased efficiencies. -
Cash Management Department Manager, Senior Vice PresidentFulton Financial Corporation 2007 - 2019Lancaster, Pennsylvania, United States- Directed Cash Management/Treasury Management business unit consisting of sales, product, customer service and implementation - Managed revenue and expense budget- Developed strategic plan and executed on business initiatives- Coached functional area managers to achieve business goals and develop team members- Collaborated with bank Presidents and CEOs to promote Treasury Management concepts- Negotiated contracts with technology vendors for payments and receivables products
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Cash Management Sales Manager, Senior Vice PresidentFulton Financial Corporation 2000 - 2007Lancaster, Pennsylvania, United States- Oversaw the Cash Management/Treasury Management sales function- Established annual sales goals for fee income, deposits and products- Created strategies to increase sales and referral volume by collaborating with bank Presidents and Commercial Market Executives- Successfully trained and mentored sales team- Created and designed pipeline reports, sales reports, and scorecards to proactively manage sales production- Developed onboarding program and training materials for new sales representatives- Led business development activities for large and/or complex corporate clients
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Cash Management Sales Representative, Vice PresidentFulton Financial Corporation 1997 - 2000Lancaster, Pennsylvania, United States- Delivered cash management and treasury solutions to commercial banking clients- Proactively drove business results with effective sales strategies to consistently exceed sales goals by more than 10%- Excellent presentation abilities with strong oral and written communications skills- Developed and facilitated training program for relationship managers to increase referral activity- Created proposal and fee analysis templates for professional client proposals- Excellent sales closing skills, with a well-developed approach to be both personable and persuasive
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Systems ConsultantCargas Systems 1996 - 1997Lancaster, Pennsylvania, United States- Consultative approach to selling business management and accounting systems to mid-sized companies- Complex sales cycle included thorough needs analysis, software demonstration and system recommendations- Strong service orientation and reputation for responsiveness, professionalism, thoroughness and follow through -
Account ExecutiveJedco Paper 1995 - 1996York, Pennsylvania, United States- Successfully sold industrial packaging to businesses and manufacturing companies- Achieved 153% of sales goal while learning new product line- Obtained new business through cold calling efforts- Jedco was purchased by Bunzl Distribution in 1995, the industrial packaging division was eliminated at that time
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Outside Sales RepresentativeMeridian Bank 1987 - 1995Reading, Pennsylvania, United States- Sold Cash Management services and software programs to business clients- Prepared profitability analyses and recommended Cash Management solutions based on customers' needs- Installed, Implemented and trained business clients on Cash Management software- Designed training manual for Direct Deposit software- Developed and conducted training sessions for Commercial Lenders and Branch Managers
Julie Englert Skills
Julie Englert Education Details
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Business Administration And Management, General -
Graduated With Distinction
Frequently Asked Questions about Julie Englert
What company does Julie Englert work for?
Julie Englert works for Rkl Llp
What is Julie Englert's role at the current company?
Julie Englert's current role is Director of Operations and Compliance | RKL Wealth Management LLC.
What is Julie Englert's email address?
Julie Englert's email address is ja****@****lth.com
What is Julie Englert's direct phone number?
Julie Englert's direct phone number is +171758*****
What schools did Julie Englert attend?
Julie Englert attended Eastern University, Eastern University.
What skills is Julie Englert known for?
Julie Englert has skills like Banking, Commercial Banking, Cash Management, Financial Analysis, Leadership, Management, Risk Management, Portfolio Management, Treasury Management, Financial Services, Small Business Lending, Commercial Lending.
Who are Julie Englert's colleagues?
Julie Englert's colleagues are Alan Carman, Alexander Stump, Cpa, Bridgette Toth, Regina Acker, Matt Gargiulo, Mike Lunt, Jonas Shauger.
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