Eric Barber Email & Phone Number

St. Louis, Mo, Us

Greater St. Louis

Greater St. Louis

• Created core content and led strategic discussions designed to prepare field support teams for training branch employees and promoting readiness for the national launch of a new affluent client offering• Stood up a new Salesforce instance for the organization—prepared multiple teams’ transitions from the previous system, trained users on effective usage, designed original dashboards/reporting and provided ad-hoc metrics to senior leaders• Designed and delivered reporting to provide insight on the impact of the team’s activities on branch and client outcomes

Greater St. Louis

• Managed communication and outreach activities for the President of Wells Fargo Branch Banking/Affluent Client Services on a regular basis, ensuring timely resolutions of issues and escalations• Oversaw project planning for senior leader engagement activity including tracking, reporting and communications • Led Salesforce data migration projects between internal lines of business to facilitate business development opportunities• Provided ad-hoc reporting for and partnered with a newly-created team to stand up (pilot) an enterprise-wide program by identifying operating inefficiencies and recommending process improvement solutions

Greater St. Louis

• Developed and grew the Financial Advisor and Manager retention and recognition program helping drive behaviors aligned with Wells Fargo Advisors’ organizational and corporate strategy.• Drove adoption of retention and recognition program through internal communication channels including focus groups, internal marketing campaigns, and one-on-one conversations with members of senior leadership.• Partnered with cross functional business leaders (including Compliance, Legal, Risk, and Compensation) to develop, analyze, implement and communicate Premier Advisor qualitative and quantitative criteria that align with firm goals and strategies of adopting best practices that promote client experience and loyalty.• Modeled and presented data projections for Premier Advisor program and explained/simplified large, complex sets of information to senior leaders and impacted groups on an annual basis to provide better interdepartmental coordination and integration of the program across the firm. • Managed communication and outreach activities for the President of Wells Fargo Advisors.• Consulted with senior leaders to communicate with and assist Financial Advisors and Branch Managers in the field with escalated issues, strategic opportunities, and partnership facilitation.• Utilized Salesforce, SmartStation, Microsoft Excel, and Microsoft Access to manage data, develop and run reports, and provide analysis for senior management.• Partnered with Legal, Compliance, Communications, and Production teams to create, promote, and approve executive leadership communications released to the field.• Collaborated on and reviewed year-end compensation and Premier Advisor status escalations—calibrated distributions and established precedents in alignment with firm policy and direction.

Greater St. Louis Area

• Project manager for departmental jobs; directed writers and designers through project completion.• Developed strategies for processing efficiencies and long-term marketing planning.• Managed relationships with internal and external clients, providing continued company support and fostering long-term partnerships.• Simultaneously oversaw multiple projects for issue resolution and recommended strategic solutions.

Greater St. Louis

• Researched domestic and international schools, hospitals, and institutions for specialty programs and areas of interest for marketing and sales purposes.• Created hundreds of sales proposals of specialty book collections for prospective and current customers.• Reversed a two-year decline in sales with 15% growth for clinics and an additional 5% growth for e-books.

Bsm, Finance And Marketing

Activities and Societies: Alpha Kappa Psi, Burkenroads Reports

International Marketing And International Management