Ellec J. White

* Manage and grow client relationships by delivering personalized financial solutions across deposits, credit, lending and investment referral opportunities (Merrill, Auto and Business).

* Drive performance against key sales, referral and engagement metrics in a highly regulated environment, requiring strategic client outreach and consultative selling approach.

* Complete ongoing monthly and quarterly training and assessments to maintain product knowledge, compliance accuracy and risk management.

* Consistently identify cross-sell opportunities by analyzing client financial needs and connecting them to appropriate banking and investment solutions.

* Generated new membership opportunities through consultative sales conversations, personalized outreach and relationship-building strategies.

* Delivered high-touch client experiences by coordinating with fitness, spa and wellness teams to improve member satisfaction and retention.

* Managed daily lead generation and follow-up activity through Salesforce across web, phone, email and in-person channels.

* Supported member engagement initiatives through events, promotions and community-focused experiences.

* Built long-term customer relationships through consultative sales strategies, product expertise and personalized service.

* Facilitated onboarding sessions for new hires, ensuring smooth integration into team dynamics and operational procedures.

* Collaborated with leadership to align training programs with company sales goals, customer experience standards and operational priorities.

*Balanced fast-paced operational demands while consistently delivering strong communication and client support.

* Supported brand marketing and content initiatives across music, fashion and entertainment campaigns.

* Created social media and promotional content, designed to increase audience engagement and digital traffic.

*Contributed creative copy and visual concepts for marketing campaigns and branded content initiatives.