Bart Dolbeer
Beavercreek
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 20 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
20
20
years of professional experience
Work History
General Branch Manager/Vice President
Huntington Bank
04.2024 - Current
- Small Business Segment Leader for Dayton District- Named leader in 2nd quarter 2024. Under my leadership Dayton District increased business loan production from 84% in Quarter 1 to 134% in Quarter 2 and 146% in Quarter 3.
- In April 2024, inherited branch that had not closed a business loan since October 2023. Attained 101% to goal since April and also referred 1.5 Million in closed loans to our SBRM.
- Successfully led Branch to 128% to goal YTD on Treasury Management and Merchant referrals.
Branch Manager/Assistant Vice President
Huntington Bank
10.2021 - 04.2024
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Maintained friendly and professional customer interactions.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Financial Relationship Banker
Huntington Bank
05.2020 - 10.2021
- Re-entry role into banking after stepping away for 7 years.
- Quickly proved to be a leader in the district and promoted to branch manager after proven success in business banking and treasury management referrals.
Health Insurance Agent
Kemper Health
06.2016 - 05.2020
- Assisted individuals and small business owners with affordable health coverage plans.
Owner
Spice Rack & Bulk Foods
07.2013 - 01.2019
- Managed day-to-day business operations.
- Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
- Established foundational processes for business operations.
- Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Trained and motivated employees to perform daily business functions.
Small Business Advisor-Assistant VP
Key Bank
03.2011 - 01.2013
- Coached a team of six branch managers in small business relationship management.
- Tasked with helping branch managers with successful prospecting, structuring of lending deals and building their overall business acumen.
Branch Manager-Assistant VP
Key Bank
09.2004 - 03.2011
- Achieved yearly sales success in regards to all aspects of business banking including lending, deposit growth and referrals to business partners.
- Promoted to Small Business Advisor position as a result of previous success in business banking.
Education
Bachelor of Arts in Mass Communication -
Wright State University
Fairborn, OhioSkills
- Management of staff including hiring, development and scheduling
- Customer service and customer service management
- Sales and customer service coaching and leadership
- Strong leadership decision making
- Business to Business sales and relationship management
- Successful prospector
- Proven ability to research, evaluate and present lending packages
- Experienced in structuring loans
Timeline
General Branch Manager/Vice President
Huntington Bank
04.2024 - Current
Branch Manager/Assistant Vice President
Huntington Bank
10.2021 - 04.2024
Financial Relationship Banker
Huntington Bank
05.2020 - 10.2021
Health Insurance Agent
Kemper Health
06.2016 - 05.2020
Owner
Spice Rack & Bulk Foods
07.2013 - 01.2019
Small Business Advisor-Assistant VP
Key Bank
03.2011 - 01.2013
Branch Manager-Assistant VP
Key Bank
09.2004 - 03.2011
Bachelor of Arts in Mass Communication -
Wright State University
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