James Gilbert Email & Phone Number

Sterling, Va, Us

Sterling, Virginia, United States

Herndon, Virginia

- Sales Operations Specialist supporting sales for over $100M in revenue across the Federal, State and commercial sales of enterprise data storage solutions, maintenance, and services. Responsible for the processes, systems, and activities that enabled the ViON Sales team to operate efficiently and effectively, achieving its targets and executing on sales.- Advise and assist sales representatives throughout the full sales life cycle including deal creation, configurations, quoting, understanding different contract vehicles and GWACs and federal government contract lifecycle, contract vehicle, RFP/RFQ response, deal closing, shipping, invoice and payment. Meet directly with each sales person to create, gather and prepare quarterly business reviews for executive management.- Coordinate with ViON suppliers on sales certifications, sales training, and deal registrations and registration processes. Negotiate with suppliers on quote prices to lower ViON’s deal costs.- Process incoming purchase orders by working with business operations on sales orders and invoices- Coordinate with Sales Department heads to keep track of revenue recognition.- Track and maintain status and tracking information on open orders- Report directly to the Director of Sales Operations and fill role when necessary

Arlington, Va

- Assist clients with remote scanner installment and maintenance, including troubleshooting technical issues and setting up online access.- Manage the day to day operations of the headquarters branch along with the virtual branch used to demonstrate all online and remote products offered, including Remote Scanners, Online Wire Origination, and ACH functions- Analyze current and prospective client portfolios to open and cross sell products- Create and maintain multiple spreadsheets in order to track and organize sales and services teams- Assisted in the creation of a new employee training packet- After loss of key personnel, assisted with the retention of high value clients

Chantilly

- Continued with Customer Service Sales Associate duties- Manage the teller line with sales and operational policies- Maintain and track branch operations in regards to production, loss prevention and compliance- Ensure proper procedure for transactions that require authorization

Chantilly, Va

- Continued Teller duties- Through conversation and product knowledge explain benefit of further products to both consumer and business clients and close of sales- Train and coach teller line on product knowledge and effective sales practices- Review new accounts opened ensuring proper identification was recorded- Problem solving to satisfy clients with service issues- Assisted branch in achieving competitive goals in accounts, loans, credit cards, mortgages, investments and all business services- Authorized large withdrawals up to $25,000 and wire transfers up to 1 million- Held Operations Manager duties when he was away including cash ordering, full access to cash vault- Call share of wallet leads to increase the branches sales

Herndon, Va

Processed a variety of consumer and Business Transactions- Ensured following the proper policy and procedure in order to manage risks associated with myposition- Responsible for ATM duties- In charge of Daily huddles for the Teller Team- Responsible for Monthly Marketing displays and ensuring that all team members are aware ofthe updates for the latest month- Consistently provided outstanding and differentiated exceptional service and sales experienceto customers by making referrals to team members and Eco partners- Worked in collaboration with other associates in the sales and marketing of the Branch- Supported Branch Manager with tracking of all account retention and monthly Eco Reports- Formed and managed a spreadsheet for tracking of Weekly and Monthly Sales for the Branch- Champion for SCT at the branch to educate all our clients of new technologies PNC offers- Assisted in the graduating the Branch from Denovo to a Traditional Branch- Achieved 2012 Human Sigma 6 Award

- Assist with new team member training on policies and procedures- Accountable for counting cash drawer before and after shift- Selected to participate in the opening of two new stores as part of core staff- Procured and monitored count on store inventory- Responsible for reviewing customer satisfaction surveys and discussing results with shift team- Maintained communication with District Manager in regards to implementation of newpromotions- Performed managerial duties in manager’s absence to include: scheduling, receipt of inventory,etc.- Anticipate customer needs by constantly evaluating the environment and customers for cues- Handled cash transactions in fast paced environment- Stocked and organized back of house including weekly and quarterly inventory countsMaintain a clean and organized workspace

Washington D.C. Metro Area

- Oversaw the compilation and dissemination of multiple congressional communications (faxes,memos, etc.) to internal office personnel and external congressional offices- Input data into and maintained database of form letters for response to constituents regardingfloor votes- Attended briefings as the Congressman’s aide to take notes for review- Performed ad hoc responsibilities at the direction of the congressman’s chief of staff- Developed an understanding of the congressional process