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Sales Customer Service

Location:
Wisconsin Township, MN
Posted:
March 26, 2020

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Resume:

ROBERT L. HOEPFNER

Phone: 608-***-****

**** ******* ***** #*** *****: adcgcl@r.postjobfree.com

Grafton, WI 53024 www.linkedin.com/in/bobhoepfner

Senior C ommercial Lender - Business Development

Executive-level sales & financial professional with over twenty years of experience in banking, with strong focus on

business development, outside sales, and key account management and relationships. Versatility and aptitude for

success demonstrated by earning five promotions in three different business lines within the banking and financial

business development fields. Proven track record of flexibility and sales acumen to change and succeed by applying

gained knowledge, skills and strengths within a new role or capacity. Qualifi ed to contribute quickly in a new

management position, organization or parallel industry that requires a consultative and trusted advisor for its growth

and success. Able to create a collaborative teamwork environment and grow relationships, maintaining quality

standards and profitability, and ensuring that all goals are met on time.

A reas of Expertise

Strategic Partnerships Business to Business Sales Credit Card and Retail Cross Sale

Financial Services Commercial Loan Structure New Account Development

Needs Analysis Portfolio Management Negotiation Skills

Pipeline Management Underwriting C-Level Calling

Account Management Regulatory Compliance Financial Statement Analysis

Key Skills Assessment

RELATIONSHIP MANAGEMENT Approach to managing an organizations interaction with current and future

customers. Use technology to organize, automate, and synchronize sales, marketing, customer service, and technical

support.

COMMERCIAL A ND RETAIL RELATIONSHIP B UILDING Formal financial planner training and partnership

building experience in both commercial and consumer financial services sales including all lines of insurance.

STRATEGIC NEW CUS TOMER P ROSPECTING Experience in researching prospective new customers and trusted

advisor prospecting of credit worthy, profitable new business.

P rofessional E xperience

F & M BANK, TOMAH, WI 20172019

SENIOR VICE PRESIDENT COMMERCIAL LENDING

Average annual production of 117% of sales quotas set by management

Sourced and originated $23.0MM in new commercial loans

Wrote and implemented a new organization wide policy and accompanying process ma nual.

ERGO BANK, FOX LAKE, WI 20142016

SENIOR COMMERCIAL LENDER AND CHIEF LENDING OFFICER

Average annual production of 145% of sales quotas set by management

Total P & L Responsibility of the banks commercial and consumer lending function.

Wrote and implemented a new organization wide policy and accompanying process manual.

Sourced and originated $19.0MM in new commercial loans

Robert L. Hoepfner Resume, Page 2

FOUNDATIONS BANK, PEWAUKEE, WI 20132014

SENIOR VICE PRESIDENT CHIEF LENDING OFFICER

Achieved 115% of the annual sales quota set by management for the banks business line in four months

Originated $11.0MM in new commercial loans

NORTH SHORE BANK, BROOKFIELD, WI 20072013

SENIOR VICE PRESIDENT COMMERCIAL BUSINESS LINE MANAGER

Originated over $25.0MM in new commercial loans and team Player/Coach

Implemented Trusted Advisor Prospecting System that increased initial call success by 72 percent

Created and implemented a customer prospect profile tool and sales process tracking report

Developed and wrote a global process, procedures, and mission focused manual, Standards of Performance which

implement internal customer service levels agreed to between front line producers and support staff.

One of eight senior managers that comprised the companys Senior Leadership Team and Strategic Planning

Committees that created and executed the organizations long term strategic plan

Earned two promotions in five years,

BAYVIEW FINANCIAL, INC., MIAMI, FL 20062007

CORRESPONDENT BANKER

Established referral programs to acquire customers as part of the banks business development strategy, and

obtained seven clients in Wisconsin and Minnesota

Managed, developed and expanded three important and large corporate relationships, accounts which

management considered key to the institutions successful performance

Ranked third out of 65 bankers for obtaining the highest new application volume in three months

TOWN BANK, MILWAUKEE, WI 20032006

VICE PRESIDENT - BUSINESS DEVELOPMENT

Managed and supervised accounts for high net worth clients, physicians, and corporate executives, as part of the

business relationship banking program for clients that qualify for separately managed accounts, to assure long

term relationships in an aggressive and competitive environment with unlimited opportunities

JOHNSON BANK, MILWAUKEE, WI 19982003

ASSISTANT VICE PRESIDENT BUSINESS DEVELOPMENT

Originated over $150MM in residential mortgages

Earned a promotion to Assistant Vice President Business Development, after 1 year in the organization

Handled and supervised accounts for high net worth clients and corporative executives, as part of the business

relationship banking program for clients that qualify for separately managed accounts, to assure longterm

relationships in an aggressive and competitive environment with unlimited opportunities

Education and Training

Bachelor of Business Administration, Marketing Major, University of Wisconsin, Milwaukee, WI

Effective Communications and Human Relations Skills, Dale Carnegie Training, Chicago, IL

Negotiating to Win Seminar, American Management Association, Chicago, IL



Contact this candidate