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.
• 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.

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.

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.
• 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.

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