ERIC DO
Barto
Summary
Over 20 years of experience in sales for life insurance, mortgage, banking, and financial market. Has been exceeded all the requirement goals in every metric with Wells Fargo Bank. Co-owner of a mortgage company First Financial Exchange, Inc. from February 2007 – September 2009. Seven years of intensive training and working in the financial industry with Dow Jones & Co. Communicating and developing interpersonal relationships among bankers, account executives, vendors, and staff members. Managing and supervising employees and training new employees within the production department. Attended career development conferences in London, WSPP, MIDC seminars to improve my management skills for the European and United States (U.S.) Energy market sector. Four-year Honor college student with a member of Golden Key National Honor Society.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Provisional Field Director – Certified Field Trainer
Premier Financial Alliance
07.2022 - Current
- Specialize in Life Insurance with living benefits and Annuities for consumers and business owners
- Partnership with other team members going out canvassing, attending networking events, and Meetup Group
- Periodically contact clients weekly, monthly, yearly for their financial review
- Expanding knowledge and skillsets by attending online and off-line weekly and monthly training through Zoom or in person
- Team building by recruiting new agents and assisting new agents with the onboarding process
- Providing leadership, training, and support to less experienced agents.
Relationship Banker, Assistant Vice President
Wells Fargo & Company
05.2011 - 06.2022
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
Personal Banker
Citizens Bank
09.2009 - 05.2011
- Performed intermediate duties and support related to branch operational activities and financial services.
- Processed all new account transactions & cross selling the Bank's products and services.
- Recommended and reviewed with customers in their selection of various accounts and financial services.
- Promoted business for the Bank by maintaining good customer relations and referred customers to appropriate business partners for new services such as: Financial Advisor, Business Banker, Private Banker, Payroll, etc.
- Fully knowledgeable and skilled in the areas of teller, vault, safe deposit, processing and boarding lines of credit & discussing and accepting credit applications.
- Providing leadership, training and support to less experienced Bankers and other branch staff members.
Education
B.B.A. Honor - Finance and International Business Management
Temple University
Philadelphia, PA05.1999
Skills
- MS Excel
- MS Access
- MS Power Point
- MS Word
- MS Outlook
- Macros
- Basic SQL
- Visual FoxPro
- Bloomberg & Reuters Terminals
- PC & Real-Time Systems
- FIDS
- I-Source
- Adobe Illustrator 90
- AS 400
- Calyx Point
- Ellie Mae Encompass
- Photoshop CS 80
- Touch Point
- HOST
- Presentation Skills
- Volunteer Management
Certification
- Life Insurance License - 11 years
- Certified Field Trainer - Premier Financial Alliance - 1 year
Volunteer and participate Charity and Non-Profit events.
March of Dime, Autism, Breast Cancer, etc.
Languages
Vietnamese
Native or Bilingual
Timeline
Provisional Field Director – Certified Field Trainer
Premier Financial Alliance
07.2022 - Current
Relationship Banker, Assistant Vice President
Wells Fargo & Company
05.2011 - 06.2022
Personal Banker
Citizens Bank
09.2009 - 05.2011
B.B.A. Honor - Finance and International Business Management
Temple University
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