Deborah Kellner Email & Phone Number
@dimpledrock.com
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Who is Deborah Kellner? Overview
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Deborah Kellner is listed as Vice President and Private Banking Relationship Manager at Civista Bank, a company with 455 employees, based in Greater Cleveland, United States, United States. AeroLeads shows a work email signal at dimpledrock.com and a matched LinkedIn profile for Deborah Kellner.
Deborah Kellner previously worked as Vice President / Private Banking Relationship Manager at Civista Bank and Co-Owner/CFO at Dimpled Rock, Llc. Deborah Kellner holds Bsba, Business Administration from University Of Phoenix.
Email format at Civista Bank
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About Deborah Kellner
Experienced client advisor that partners with net-worth, Executives and Physicians in the Cleveland / Akron market. to develop and carry out strategies that assist in reaching their financial goals. My extensive background allows me the ability to effectively oversee the entire banking relationship, help manage the client's unique needs and provide useful solutions that are designed to make their life easier. I bring in my partners as needed to deliver a holistic team approach to their financial life. It is rewarding to have a client reach their goals, see their dreams come to fruition and make their wishes come true.
Listed skills include Banking, Leadership, Financial Analysis, Strategy, and 11 others.
Deborah Kellner's current company
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Deborah Kellner work experience
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Vice President / Private Banking Relationship Manager
Current
Co-Owner/Cfo
- 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.
Business Banking Client Manager
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.
Regional Marketing Coordinator
- 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.
- 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.
Financial Advisor, Relationship Manager
- Coordinated clients’ entire financial relationships with Key including asset management, tailored financing, insurance services, and financial planning. Managed affluent client portfolios, which included deposits.
- 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.
- 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.
Administrative Coordinator
- 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.
- 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.
Executive Assistant
- 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.
- 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.
Office Manager
- 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.
- 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.
Executive Assistant
- 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.
- 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.
Executive Assistant
Colleagues at Civista Bank
Other employees you can reach at civistabank.com. View company contacts for 455 employees →
Michael Simpson
Colleague at Civista BankChagrin Falls, Ohio, United States, United States
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Chanrautina (Chan) Harris
Colleague at Civista BankColumbus, Ohio, United States, United States
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Kristen Berry
Colleague at Civista BankLawrenceburg, Indiana, United States, United States
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Ashley Fuller
Colleague at Civista BankShelby, Ohio, United States, United States
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Victor V.
Colleague at Civista BankCleveland, Ohio, United States, United States
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Jessica Bronaugh
Colleague at Civista BankDayton, Ohio, United States, United States
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Katie Hall
Colleague at Civista BankGreenwich, Ohio, United States, United States
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Heather Peterman
Colleague at Civista BankSandusky, Ohio, United States, United States
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Jennifer Craig
Colleague at Civista BankMilan, Ohio, United States, United States
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Stephanie Helton
Colleague at Civista BankNorwalk, Ohio, United States, United States
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Deborah Kellner education
Frequently asked questions about Deborah Kellner
Quick answers generated from the profile data available on this page.
What company does Deborah Kellner work for?
Deborah Kellner works for Civista Bank.
What is Deborah Kellner's role at Civista Bank?
Deborah Kellner is listed as Vice President and Private Banking Relationship Manager at Civista Bank.
What is Deborah Kellner's email address?
AeroLeads has found 1 work email signal at @dimpledrock.com for Deborah Kellner at Civista Bank.
Where is Deborah Kellner based?
Deborah Kellner is based in Greater Cleveland, United States, United States while working with Civista Bank.
What companies has Deborah Kellner worked for?
Deborah Kellner has worked for Civista Bank, Dimpled Rock, Llc, Huntington National Bank, Lee Hecht Harrison, and Key Private Bank.
Who are Deborah Kellner's colleagues at Civista Bank?
Deborah Kellner's colleagues at Civista Bank include Michael Simpson, Chanrautina (Chan) Harris, Kristen Berry, Ashley Fuller, and Victor V..
How can I contact Deborah Kellner?
You can use AeroLeads to view verified contact signals for Deborah Kellner at Civista Bank, including work email, phone, and LinkedIn data when available.
What schools did Deborah Kellner attend?
Deborah Kellner holds Bsba, Business Administration from University Of Phoenix.
What skills is Deborah Kellner known for?
Deborah Kellner is listed with skills including Banking, Leadership, Financial Analysis, Strategy, Finance, Portfolio Management, Sales, and Marketing.
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