ROBERT L. HOEPFNER

Phone: 262-***-****

**** ******* ***** #*** *****: adxhp4@r.postjobfree.com

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

Experienced Commercial Lend ing and Cash Management Pr ofessional

Twenty plus years of exceeding individual loan origination and fee production quotas as a Commercial Lending and

Private Banking Professional. Focused on client prospecting, effective proposal writing and presentation,

negotiating terms and closing new relationships and ongoing management of profitable relationships. Demonstrated

ability to contribute quickly in a new position, organization that focuses on credit quality, preserving interest margin

and cross selling deposit and other bank services. Able to create a collaborative teamwork environment and grow

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

Areas of Expertise

Commercial Lending, Loan Origination, Cash Management Sales, Deposit Generation, Account Analysis, Cash

Flow Calculation, Prospecting, Cold Calling, Business to Business Sales, Customer Centric Proposal Writing,

Team Player, Effective Sales Presentation, Detailed Reports, Negotiation Skills, Customer Service, Commercial

Account Documentation, Closing, Deposit Account Servicing, Underwriting, Commercial Credit, Business Deposit

Origination, Cash Management Services

Professional Experience

2017 - 2023

F & M BANK, TOMAH, WI

SENIOR VICE PRESIDENT / PLAYER COACH

Averaged 117% of quotas for new loan ($21 Million+) and fee ($100,000) generation set by management

Utilized Trusted Advisor Prospecting System to achieve 76% face-to-face, cold-call, success on an average of

19 cold calls per month and 42 total calls.

Industries: Multifamily residential, Manufacturing, Senior Apartments and Continuing Care Facilities, Medical

Office, Professional Buildings, Warehouse and Cold Storage,

20142016

FARMERS STATE BANK (NOW ERGO BANK), FOX LAKE, WI

CHIEF LENDING OFFICER / PLAYER COACH

Averaged 145% of loan ($18 Million+) origination quota set by management

Led re-writing of cash management and deposit comparison analysis and proposal

Established new relationships with multifamily residential construction and end loan, warehouse and cold

storage, commercial construction and self-storage.

20132014

FOUNDATIONS BANK, PEWAUKEE, WI

SENIOR VICE PRESIDENT

Achieved 103% of loan ($13 Million) origination quotas set by management

20072013

NORTH SHORE BANK, BROOKFIELD, WI

SENIOR VICE PRESIDENT COMMERCIAL LENDING MANAGER / PLAYER COACH

Consistent leader in originating new relationships, new loans, cash management products sold and cross sales

Introduced a prospect cold-call system that increased initial call success by 72 percent

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

Earned two promotions in five years,

Robert L. Hoepfner Resume, Page 2

ADDITIONAL EXPERIENCE

T OWN BANK, MILWAUKEE, WI

VICE PRESIDENT PRIVATE BANKING

Sourced and Managed loan & deposit relationships of 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 longterm relationships in an aggressive and competitive environment with unlimited

opportunities

19982003

JOHNSON BANK, MILWAUKEE, WI

ASSISTANT VICE PRESIDENT PRIVATE BANKING

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 a nd 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

Advanced Commercial Credit Training, American Bankers Association, Dallas, TX

Private Banking and Trust School, Cannon Financial Institute, Phoenix, AZ

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