Executive Vice President, Community Banking Executive @ Seacoast Bank
Executive Board Member and Treasurer @ Garden Theatre
Finance Committee Board Member @ YMCA of Central Florida
ABA Graduate Commercial Lending School
Julie Kleffel is Seacoast Bank's EVP, Small Business Banking Leader. She joined the Seacoast leadership team as a result of a merger between her former institution BankFIRST and Seacoast Bank. She is responsible for developing, implementing and overseeing the bank's small business banking strategies and initatives statewide. Prior to the merger, Julie was BankFIRST’s Executive Vice President
Julie Kleffel is Seacoast Bank's EVP, Small Business Banking Leader. She joined the Seacoast leadership team as a result of a merger between her former institution BankFIRST and Seacoast Bank. She is responsible for developing, implementing and overseeing the bank's small business banking strategies and initatives statewide. Prior to the merger, Julie was BankFIRST’s Executive Vice President and Commercial Sales Leader. She has over 19 years of overall banking experience.
As a fourth generation Central Florida native Ms. Kleffel has strong ties in the community. Ms. Kleffel currently serves as the Treasurer for the Garden Theatre, Executive Board Member for the Dr. Phillips YMCA, Finance Committee for the Central Florida YMCA, and Executive Director for the National Entrepreneur Center. She is a Lifetime Director for the West Orange County Chamber of Commerce. Previously she served as the Past President for the West Orange Committee 101, Past Chairman of the Roper YMCA, Past for Oakland Park Foundation Board, and Past Advisory Board Member for Westside VoTech. She is a graduate of Leadership West Orange.
A graduate of the ABA National and Graduate Commercial Lending Schools, Ms. Kleffel has also received the prestigious “Certified Lender Business Banker” designation from the Institute of Certified Bankers. She completed her professional education by graduating with distinction from the American Bankers Association Stonier Graduate School of Banking at the Wharton School of Business at the University of Pennsylvania in 2009. Her graduate Capstone Strategic Project was published by the ABA immediately following her graduation. She has served as an Advisor and Advocate for the school since 2009.
Specialties: All areas of small business and commercial lending including: C&I, CRE, Construction, SBA, and USDA. Additional expertise including training, managing and coaching performance sales cultures.
Executive Vice President, Small Business Banking Leader @ Responsible for developing, implementing, and supporting the bank's small business strategy statewide. Principally responsible for identifying, coaching, and mentoring the bank's small business banking teams in their sales performance. From October 2014 to Present (1 year 2 months) Winter Park, FLExecutive Vice President @ From November 2000 to October 2014 (14 years) Executive Board Member and Treasurer @ From August 2012 to 2014 (2 years) Winter GardenFinance Committee Member @ www.ymcacentralflorida.com From 2011 to 2014 (3 years) Orlando, Florida AreaAdvisor and Advocate @ From September 2009 to 2014 (5 years) University of Pennsylvania - Wharton School of BusinessBoard Member @ From 2011 to 2013 (2 years) Dr. Phillips, FloridaBoard Member and Past Chairman @ From 2009 to 2011 (2 years) Executive Board Member, Past Chairman, Lifetime Director @ From 2004 to 2011 (7 years) Executive Board Member and Past President @ From 1999 to 2011 (12 years) Assistant Vice President @ From 1996 to 2000 (4 years)
Banking and Finance @ ABA Stonier Graduate School of Banking From 2006 to 2009 Banking and Commercial Lending @ ABA Graduate Commercial Lending School From 2005 to 2005 Banking and Commercial Lending @ ABA National Commercial Lending School From 2004 to 2004 Julie Kleffel is skilled in: Commercial Lending, SBA, Construction, Banking, Commercial Banking, C&I, Loans, Small Business Lending, Consumer Lending, Lines Of Credit, Credit Analysis, Mortgage Lending, Commercial Mortgages, Treasury Management, Retail Banking, Credit, Leadership, Merchant Services, Branch Banking, Financial Analysis, Credit Risk, Private Banking, Small Business, Loan Origination, Sales, Cash Management, Portfolio Management, Mortgage Banking, Construction Loans, Underwriting, Internet Banking, Refinance, Asset Based Lending, Deposits, Residential Mortgages, Cross Selling, Financial Institutions, Branch Management, Risk Management, Finance, Strategy, Banking Relationships, Financial Risk, Analysis, Executive Management, Financial Structuring, Relationship Management, Real Estate Financing, Middle Market, Funding
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