Jillan Beebe Pmp Email & Phone Number

Cleveland/Akron, Ohio Area

Cleveland/Akron, Ohio Area

Responsible for developing and implementing the wealth management banking product strategy.

Cleveland/Akron, Ohio Area

Leveraged my core project management skill set and strong leadership skills to drive high-priority projects for Key's Community Bank, taking projects from original concept through final implementation.

Phoenix, Arizona Area

Consulted with field and segment leadership to improve client experience in Key’s Community Bank. Contributed to the creation of Community Bank segment strategies by compiling and representing field/client voice to improve tools/processes and ensure alignment. Led field leadership team members in creation of action plans to improve client satisfaction, client retention and profitability.• Improved client satisfaction and reduced variability of performance in all segments by interacting with field teams to share survey results, best practices and implement Key Difference behaviors.• Designed format, created and produced monthly Client Experience dashboard, which included scores, analysis and coaching tips, to enable field leadership.• Analyzed client experience data gathered from various sources and generated ad hoc reports to develop targeted coaching efforts for field leaders.• Co-created Key’s Client Experience Playbook in preparation for future M&A.• Established process to review, distribute, track and analyze actionable client feedback, which contributed to improved client experience.• Developed and improved upon an institutionalized method to gather and report direct feedback from field employees, assist with the resolution of issues/gaps and ensure effective outcomes.• Supported creation of a new bank-wide leadership program through the materials development, best practice sharing and sustainability/accountability technique implementation.

Cleveland/Akron, Ohio Area

Led team that supported Key’s Community Bank rollout of a new CRM system through change management. Collaborated with segment/field leadership to ensure that the design of technology, tools and processes supported business strategy and desired client treatments. Promoted advocacy for the system through one-on-one support, group sessions and proactive communication of improvements.

Cleveland/Akron, Ohio Area

Vice President and Project Manager, Commercial Banking Segment 2/2007 – 9/2007Created and managed the implementation of initiatives for the Commercial Bank.• Developed communications strategy, oversaw the creation and delivery of communications; and represented the segment on a Community Bank-wide communications task force.• Researched and created an infrastructure of tools, templates and technology to support the direction of the segment.• Planned and coordinated programs designed to help Commercial Banking Relationship Managers provide comprehensive solutions to clients.

Cleveland/Akron, Ohio Area

Created and managed the implementation of initiatives for the HNW businesses. Managed the team responsible for internal and external communications related to the sale of McDonald Investments; Editor of the Key Private Bank newsletter, WORTHwhile. Represented the businesses in corporate-wide functional areas, including but not limited to: corporate website, technology definition and, prioritization, incentive compensation and employee review process and other corporate initiatives.• Successfully implemented HNW delivery model by coordinating and facilitating in-market sessions with leadership teams to determine implementation plan.• Co-created value proposition and coordinated overall segmentation strategy for the HNW businesses.• Developed and launched sales tools to help advisors manage their client base and cross sell; and managed projects to align books of business.• Accrued benefit of more than $7MM, 120% to goal by defining, developing, implementing and tracking programs for the HNW business interest in the corporate-wide Client Experience Program.

Cleveland/Akron, Ohio Area

Led a team responsible for coordinating the efforts of local market offices with those of the Corporate Real Estate (CRE) team.• Coordinated overall in-market implementation of the initiative to combine Key Private Bank with McDonald Investments Retail Brokerage by working closely with local and regional leadership.• Developed and implemented a formal review and approval process for CRE within Key PrivateBank and Private Client Group.• Performed thorough analysis of Key’s products to determine strengths and gaps which led to the development HNW solutions.

Cleveland/Akron, Ohio Area

As a selected team member (40 employees corporate-wide), partnered with Project Managers from twelve Lines of Business to streamline processes, reduce expenses and increase revenues corporate-wide. Helped to achieve project goals by assisting with the generation and refinement of ideas. Actively tracked the implementation of projects resulting from PEG by communicating current issues, problem solving and maintaining accountability.

Cleveland/Akron, Ohio Area

Performed full range of administrative sales support for Chief Fiduciary Officer, Key Trust Company, Cleveland; drafted and prepared reports, presentations and correspondence; interfaced with clients via phone and face to face meetings; completed client transactions and opened accounts.

Bachelor’S Degree, Music Education

Activities and Societies: Kappa Delta Sorority, Wittenberg Chamber Orchestra, Witt Symphonic Band, Wittenberg Handbell Choir

Graduate