Eric Barber Email & Phone Number

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.
• 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.
• 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.
• 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.

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