Jilan T. Email & Phone Number

Santa Clara, Ca, Us

Sales productivity professional driving customer, partner, and employee success. Specializes in cross-functional organizational change, internal communications, and the translation of go-to-market strategies into actionable training and tools using instructional design adult learning principles and agile development methodologies.

Santa Clara, Ca, Us

Primary consultative contact focused on meeting the deposit and cash management banking needs of post-Series A biopharma and technology companies through proactive solutioning. • Established diversity, equity, and inclusion efforts for 150+ person organization. • Developed new hire onboarding program, facilitated peer training, produced job-aids, and coached employees to anticipate and resolve complex client needs and navigate client discussions.• Educated clients through product demonstrations, grew existing relationships through proactive outreach, and identified global products and services opportunities in support of bank strategy.• Advised clients on account activity including assessment of risk-related transactions, fraud mitigation, cash flow management, and other daily bank operational needs, and influenced positive change in client operations by identifying security control opportunities.• Maintained thorough knowledge of bank products and services including online banking platforms, account reporting, and cash management disbursement and collection solutions.• Independently managed risk of overdrafts for portfolio and validated and collected all relevant legal documentation to adhere to KYC, Anti-Money Laundering, and other banking regulations for new and existing relationships.• Maintained client records in contact management systems to monitor sales efforts, client contact, escalation support, product campaigns, portfolio reviews, training activity, and availability of sales materials and resources.• Promoted SVB brand awareness by participating in select industry-related networking and community events.

Mclean, Va, Us

Branch representative supporting the daily banking needs of consumers and local businesses.• Named District First Quarter MVP in 2016.• Led team and organized branch responsibilities in absence of the Branch Manager.• Mentored and trained new associates and led sales meetings.• Educated customers on alternative banking channels such as ATM, online, and mobile banking.• Exceeded set performance goals, contributing to branch team’s success.• Met with prospects and customers following outbound calling efforts, teller referrals, and branch referrals in specialist areas including Investments, Small Business, and/or Mortgage and recommended and sold appropriate solutions in person and on the phone.• Maintained a working, up to date knowledge of the complete line of products and services offered.• Deepened customer relationships by creating a welcoming environment in the branch while helping customers achieve their financial goals.• Fulfilled customer servicing needs with the intent of enhancing customer retention and engagement.• Ensured all audit and security policies and procedures were followed in accordance with bank policy and federal regulations.• Operated and balanced a cash drawer on the teller line as needed while maintaining the supply and sale of consignment items and adhering to operational controls including legal, corporate and regulator procedures to ensure the safety and security of customer and bank assets.

Mclean, Va, Us

• Served customers and prospects in the lobby and on the phone using needs-based assessment tools to analyze customer needs and recommend appropriate solutions for both consumers and small businesses.• Researched customer inquiries and performed customer-originated service needs, such as the ordering of checks and/or debit cards and accepting and forwarding wires• Assisted and educated customers on the use of self service and remote banking channels and informed customers of the products, rates and services offered.• Operated and balanced a cash drawer on the teller line as needed while maintaining the supply and sale of consignment items and adhering to operational controls including legal, corporate and regulator procedures to ensure the safety and security of customer and bank assets.

Mclean, Va, Us

• Maintained and balanced a cash drawer while following operational rules and regulations.• Delivered exceptional customer experience by executing transactions efficiently and accurately.• Researched customer inquiries regarding accounts, products, rates and services.

Bolingbrook, Il, Us

• Greeted customers promptly and with a smile upon entry and throughout the store and informed them of current promotions, events and services.• Educated customers on the use of products and services according to their needs and addressed questions using up to date knowledge of merchandise.• Recommended complimentary products and services accordingly or based on items already selected for purchase.• Served multiple customers at once while maintaining composure and awareness during busy or peak selling times on the sales floor.• Contributed to the store’s overall sales and conversion goals, and exceeded individual goals.• Executed sales, refunds and exchanges courteously while ensuring correct price, tax and/or discount were applied to each sale.• Received shipments and ensured that inventory was continually replenished, organized and stored according to company standards.• Ensured all resets and planograms were executed promptly and that the sales floor, restrooms, cashwrap, and backroom were consistently clean according to company operational guidelines.

Cairo, Cairo, Eg

• Coordinated research projects related to international politics in the Middle East with the students• Organized student work and handled routine duties including the taking of attendance• Proctored exams of up to 25 students

Cairo, Cairo, Eg

• Introduced prospective students and parents to AUC and its campus• Gave tours to professionals interested in AUC such as ambassadors, donors and visiting professors

Cairo, Cairo, Eg

• Graded assignments of introductory level accounting students• Facilitated learning for students during biweekly office hours• Proctored exams of up to 35 students

• Wrote articles on occasion for various sections of the publication• Interviewed relevant individuals including students, professors and professionals• Researched and fact-checked articles

• Taught English to and graded the homework of three Year/Grade 3 classes• Planned lessons and activities and assigned homework• Supervised recess and an elementary school field trip• Met with parents during parent/teacher conferences

• Wrote articles on featured topics including former Egyptian first lady Suzanne Mubarak & Steve Jobs• Interviewed relevant individuals including students and university professionals• Researched and fact-checked articles

Bachelor Of Arts (B.A.), Political Science, International Relations

American Diploma, High School