Jeffrey Kellar Email & Phone Number

Nashville, Tennessee, United States

To manage affluent base of clients through credit, deposits, mortgages & investments. This client base is identified as business owners, senior executives and individuals that have investable assets that qualify between 250,000.00 and 3 million. Responsibilities include meeting with clients to identify and manage their consumer banking needs while partnering with my investment consultant. Providing strategies by using Money Guide Pro to address the customer needs while growing and preserving their wealth. Partnering with team members to bring the right strategies to meet clients goals and expectations. Achieve bank initiatives that support sales and customer satisfaction, and using an extensive COI network for portfolio growth.

Greater Nashville Area, Tn

To manage and grow a portfolio of which 75% of the client base is highlighted with healthcare industry executives, physicians, physician practices and dentist. Working with the manufacturing industry across the State of Tennessee promoting grow and identifying market share opportunity. The remaining 25% is established by creating COI designed toward creating meaningful referrals that produce high levels of revenue per LOB for each client. Responsibilities include providing individual and business credit products, depository products, treasury management services, and investment and retirement services. Work directly with credit analyst, treasury management personnel and retirement planning specialist to recommend the right solutions for the client and deepen the overall relationship for greater “Wallet Share”. To also “think outside of the box” for organic credit, deposit and investment growth which creates “New to the Bank” opportunities which aligns with the overall general bank strategy.

Greater Nashville Area, Tn

Responsible for rebranding and implementing new structure for an existing credit union. Add new products & services for growth and revenue. Introduce new programs for consumers and businesses members. Added the following services debit cards, mobile banking, online banking, remote deposit capture, credit cards and mortgage lending. Responsible for all marketing, lending, deposit, investments and business development. LENDING:Increased lending by 40% by adding new products and implementing a new platform and improved underwriting guidelines. Increased the number of new loans by 20% to add to the membership count.Implement new credit card and mortgage referral program.Deposits:Implemented new deposit structure for CD, IRA and checking accounts. Added member benefits to drive membership growth for new and existing members. Expanding service to existing members to increase wallet share and bring in new deposits. Created student banking program to appeal and retain new relationships as each students grows. Implemented deposit campaigns to increase deposits and wallet share.Services: Add debit card program through CO-OP while creating a new partnership with MasterCard. Added Mobile and Online banking platforms along with Remote Deposit Capture to make banking more convenient and efficient. This allow us to better compete in the current marketplaceSales & Business Development:Added sales program to promote growth and accountability for new members, loans, deposits and referrals. Created goals for new member, deposits, referral growth and retention. Implemented relationship banking program to companies with 500 and fewer employees to promote group banking which drives membership, deposit and referral growth.

Greater Nashville Area, Tn

To manage and grow a portfolio of which 75% of the client base is highlighted with healthcare industry executives, physicians, physician practices and dentist. The remaining 25% is established by creating COI designed toward creating meaningful referrals that produce high levels of revenue per LOB for each client. Responsibilities include providing individual and business credit products, depository products, treasury management services, and investment and retirement services. Work directly with credit analyst, treasury management personnel and retirement planning specialist to recommend the right solutions for the client and deepen the overall relationship for greater “Wallet Share”. To also “think outside of the box” for organic credit, deposit and investment growth which creates “New to the Bank” opportunities which aligns with the general bank strategy.

Greater Nashville Area, Tn

To manage, develop and retain individual & business relationships with qualifying balances of 500,000.00 to 3 million in deposits / investments. Implement and manage the extension of credit to individuals and business for 1st and 2nd mortgages, LOCs and lease equipment financing. Engage other Lines of Business (Treasury Management, Deposit Services and Investment & Retirement Services) to partner and expand the bank's pressence and wallet share. Other responsibilities included ongoing calling effort to uncover existing client needs and create an external calling plan for new organic growth.

Bachelor Of Arts - Ba, Business Administration And Management, General

Education record