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