Julie Ruffolo

Julie Ruffolo Email and Phone Number

Conversation Champion–helping bankers thrive in the retail, wealth and business space. @ St. Meyer & Hubbard
elgin, illinois, united states
Julie Ruffolo's Location
Elgin, Illinois, United States, United States
Julie Ruffolo's Contact Details

Julie Ruffolo personal email

n/a
About Julie Ruffolo

Building trust-based relationships – tough during the best of times and wildly challenging during the current situation. Yet financial institutions are critical to their consumers, businesses and wider communities. Financial coaching, reducing stress, providing flexibility and a conduit to available programs – trust is important, yet so many bankers need to improve building it; and utilizing alternative methods to communicate.Reach out, bring ideas, be authentic and make it about your clients and prospects, not about you or your bank. Show empathy, be direct but kind and help guide your clients to take steps to improve their futures. Everyone is overwhelmed, so think about ways to make their life easier.Having a roadmap (good grief – not a script!) helps relationship managers to deepen bonds and learn more about the needs of their buyers and position their solutions in a way that is compelling. We’ve been helping retail, commercial and wealth management bankers for decades – we are here to train and coach your teams to improve their business development skills. Contact me at jruffolo@smandh.com; follow us at Business Banking Network or head to our St Meyer and Hubbard website at smandh.com.

Julie Ruffolo's Current Company Details
St. Meyer & Hubbard

St. Meyer & Hubbard

View
Conversation Champion–helping bankers thrive in the retail, wealth and business space.
elgin, illinois, united states
Website:
smandh.com
Employees:
18
Julie Ruffolo Work Experience Details
  • St. Meyer & Hubbard
    Senior Consultant
    St. Meyer & Hubbard Nov 2002 - Present
    When you want to transform your sales culture into one based on continuous improvement and sustained performance, partner with St. Meyer & Hubbard partner to accelerate results.We start by systematically understanding your institution’s unique challenges and objectives, ensuring that we tailor your program to align with your value proposition. Encouraging strong leadership and productive management interactions reinforce business development habits and refine new skills. Our clients count on us to build competence and confidence in staffs whether having face to face or virtual conversations. Combining this assessment with our expertise in retail, commercial and wealth management, we tailor our industry-leading sales skill training to meet your needs. We have virtual instructor led solutions which can be deployed to teams wherever they work and our one-day Playbooks are perfect for community banks and credit unions.
    View
  • Financial Training Resources
    Senior Training Consultant
    Financial Training Resources Jun 1997 - Nov 2002
    Lombard, Il
    I served as a facilitator, speaker, developer and consultant for a wide variety of banks across the U.S. and internationally. Supervisory responsibility, product strategy and use of multimedia as well as traditional training solutions were all part of my role with FTR over my two tenures. Sales, management and using technology tools in the sales process were all specialties of mine.
  • Illinois Arborist Association
    Executive Director
    Illinois Arborist Association Jan 1996 - Dec 1999
    Downers Grove, Il
    Responsible for all business aspects of this non-profit educational, research and public recognition organization. Members included municipal, commercial, utility and educational arborists who relied on the courses, communication, certification opportunities and symposiums which the non-profit board with my support organized. Handled recruiting, financial reporting, coordination of all volunteers and affiliation with international parent organization.
    View
  • Abn Amro Bank N.V.
    Training Specialist
    Abn Amro Bank N.V. Jan 1994 - Jun 1996
    Chicago, Il
    I coordinated and conducted training programs across all bank areas including LaSalle Bank, NA and ABN AMRO North America. Responsibilities included needs assessment, liaison with division leaders, coordination across multiple delivery channels and subject matter including sales, service, technology, acquisitions and affiliate groups. I continued to work as consultant after leaving organization.
    View
  • Citicorp Information Resources
    Client Account Manager
    Citicorp Information Resources Sep 1989 - Dec 1993
    Arlington Heights, Il
    Managed account relationship with small banks using host information system to process and capture all bank and transaction information. Responsible for building relationship coordinating training, selling additional technology solutions and renewing contract relationships.
  • Financial Training Resources
    Vice President
    Financial Training Resources Sep 1987 - Oct 1989
    Lombard, Il
    I served as a facilitator, speaker, developer and consultant for a wide variety of banks across the U.S. and internationally. Supervisory responsibility, product strategy and use of multimedia as well as traditional training solutions were all part of my role with FTR over my two tenures. Sales, management and using technology tools in the sales process were all specialties of mine.
  • First Interstate Bank Of Wisconsin
    Training Manager And Management Trainee
    First Interstate Bank Of Wisconsin Jun 1985 - Apr 1987
    Kohler, Wi
    Led all training efforts for community bank. Rotated through retail, commercial, mortgage and human resources of 33 bank holding company.

Julie Ruffolo Skills

Banking Retail Banking Training Sales Commercial Lending Sales Management Commercial Banking Credit Financial Services Small Business Lending Consumer Lending Commercial Mortgages Wealth Management Portfolio Management Small Business Loans

Julie Ruffolo Education Details

Frequently Asked Questions about Julie Ruffolo

What company does Julie Ruffolo work for?

Julie Ruffolo works for St. Meyer & Hubbard

What is Julie Ruffolo's role at the current company?

Julie Ruffolo's current role is Conversation Champion–helping bankers thrive in the retail, wealth and business space..

What is Julie Ruffolo's email address?

Julie Ruffolo's email address is jr****@****ard.com

What is Julie Ruffolo's direct phone number?

Julie Ruffolo's direct phone number is +163029*****

What schools did Julie Ruffolo attend?

Julie Ruffolo attended College For Financial Planning, University Of Wisconsin-Madison - School Of Business.

What are some of Julie Ruffolo's interests?

Julie Ruffolo has interest in Kayaking, Skiing, Performance Measurement, Travelling, Management Training, Biking, Sales Training.

What skills is Julie Ruffolo known for?

Julie Ruffolo has skills like Banking, Retail Banking, Training, Sales, Commercial Lending, Sales Management, Commercial Banking, Credit, Financial Services, Small Business Lending, Consumer Lending, Commercial Mortgages.

Who are Julie Ruffolo's colleagues?

Julie Ruffolo's colleagues are Robert St. Meyer, Margie Kensil, Steve Meyer, Ron Buck, Debby Militscher, Robert Prosser, Dana Perkins.

Not the Julie Ruffolo you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.