Deborah Kellner Email & Phone Number

Cleveland, Oh, Us

Westlake, Ohio

Create an organization that fosters relationships with high-end private country clubs to provide revenue-generating merchandise of their golf course through fine art photography. • Day-to-day responsibility for planning, implementing, managing, and controlling of all financial-related activities of the company. • Directly responsible for accounting, finance, forecasting, strategic planning, and job costing.• Provide leadership in the development for the continuous evaluation of short and long-term strategic financial goals.

Work with the Business Bankers to provide sales support through on boarding of new Business Banking customers and managing the ongoing relationship through cross-sell and portfolio review.. Responsible for opening all new Business Banking deposit accounts.. On boarding of new Business Banking customers within first 30 days.. Follow up on all new accounts to maximize funding within first 90 days.. Building and maintaining long-term cutomer relationships to ensure quality control and a "Simply the Best" customer experience.. Partners with a team of Business Bankers to achieve team results.. Work with a portfolio of customers with $1MM to $15MM in annual sales.. Identifying needs, recommending products (including cross-sell sales) and negotiating loan terms.. Continually reviews portfolio to uncover other business opportunities and to ensure no past dues or exceptions.. Client service and client management utilizing a relationship plan / model. . Assist in the loan renewal process including minimizing maturity delinquencies.. Actively participate in networking activities.

I work with the regional leadership team, corporate marketing department and the VPBDs to develop an overarching strategy that promotes the Lee Hecht Harrison name/branding and coordinate marketing initiatives to drive market share growth. I implement initiatives to foster deeper relationships through the faces in the market with the community, LHH customers, prospects and senior executive alumni. • Strategically enhanced the customer/prospect experience with LHH through regular and targeted marketing initiatives to increase revenue. • Created, planned and implemented large scale events providing give-aways, food and entertainment as well as smaller events such as lunch and learns, breakfasts, and coffee talks. • Managed and coordinated relationships with external resources to support marketing and sales activities. • Provided regional sales team with competitor and market analyses. • Led efforts to develop marketing budgets and oversaw spending for each market based on unique aspects and business potentials. • Provided senior management with ROI from each marketing event.

Coordinated clients’ entire financial relationships with Key including asset management, tailored financing, insurance services, and financial planning. Managed affluent client portfolios, which included deposits, loans, investments, and other fee-based services. • Exceeded revenue goal in 2008 by 159%; consistently exceeded annual revenue goals by networking to bring in new clients and cross-selling with team members and across lines of business. • Increased revenue by consulting with clients and prospects, gathering data, presenting financial plans and implementing mutually agreed upon strategies addressing clients’ needs in areas of: Net Worth, Savings and Investments, Retirement, Education, Trust/Fiduciary, Estate Planning, Business Succession, and Insurance. • Consistently achieved 9.9 out of 10 on quarterly Client Satisfaction Survey. • Professionally recognized with membership in the “Great Lakes Greats.” • Introduced “Key 4 Women” Program to prospective clients, enhancing value to the relationships.

Partnered with commercial lenders to cultivate and maintain client relationships. Developed client correspondence communicating proposals and account information. Supervised and trained four Relationship Associates in Hogan CRM Database for consistent communication with clients. • Managed details of all client special events and closing dinners for 25-40 attendees; high-end venue and menu selection, invitations, agenda, and presentations as a “thank you” for new business. • Coordinated and organized Key Bank Middle Market Golf Outing for over 250 clients. • Introduced “Key at Work” Retail Program to prospective clients enhancing value to the relationships.• Pursued cross-selling opportunities of new products with existing clients to further business development.

Created financial documents, expense reports, Excel spreadsheets for Capital Markets Director. Performed routine financial analysis for department in areas of productivity, revenue, and projects. Scheduled vacation calendar, maintained office equipment, collated mail for efficient operation of Investment Banking office. Maintained monthly expenses, meeting preparation and communication, and report production.• Member of team that generated highest revenue in history of Capital Market at Key Bank. • Delivered strong organizational and time management skills resulting in efficient office management and excellent client service.

Directed business office operations including business checking accounts for both companies, managed employee insurance procedures and forms, client invoices, and office policies. Responsible for highest net-worth clients:• Managed all bills for clients’ homes in several states and Europe.• Conducted business regarding country club and yacht club memberships.• Created and responded to correspondence on the clients’ behalf.

Supported Executive Vice President, Chief Financial Officer, and President managing high-wealth clients. Managed work volume previously handled by three full-time employees. Created processes and documentation systems to accommodate increase in workload with decrease in staffing. Approved expense reports and created correspondence for Executives’ signatures.• Consistently earned above-average ratings on performance evaluations.• Managed all details of Executive retreats and seminars off-site.• Collated performance reviews and salary negotiation information, maintaining confidentiality.