Jon C. Hall

Small Business Specialist @ Allegacy Financial | Member Relationship Management

Role
Financial Center Manager and Small Business Specialist at Allegacy Financial
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jon C. Hall

I am a Financial Center Manager and Small Business Specialist with more than 30 years of experience in banking, lending, technology, and financial services. My career has taken me from managing high-performing branches at First Citizens Bank and The Scottish Bank, to leading operations and technology initiatives, to advising on digital transformation and mortgage lending. Along the way, I also launched my own small business, which gave me firsthand perspective on the challenges entrepreneurs face every day.At Allegacy Federal Credit Union, I bring all of these experiences together to serve our members and community. I lead my team to deliver outstanding service, build meaningful relationships, and develop creative solutions that help members reach both personal and business goals. I’m passionate about blending operational excellence with a people-first approach—whether that means helping a family secure their first home, guiding a small business owner, or supporting my team’s growth and success.For me, success is measured not only in growth and results, but in the impact we make on members’ lives.

Experience

  1. Financial Center Manager and Small Business Specialist

    Allegacy Financial

    Sep 2022 — Present · Charlotte, NC, US

    Today, as Financial Center Manager, I lead my team in delivering exceptional member service, driving new business development, and fostering lasting relationships. My career journey—spanning retail banking, operations, mortgage lending, technology, and small business ownership—equips me to balance member-centric service with operational excellence and growth initiatives, ensuring that Allegacy lives up to its mission of helping members achieve their goals.

Education

  • TASIS Hellenic

    High School Diploma, College Preparatory

    1982 — 1983

  • Emory University

    BA, International Studies

    1983 — 1987

  • UNC Charlotte Belk College of Business

    MBA, MIS Concentration

    1994 — 1999

  • Northside High School

    School of Performing Arts (Technical Crew)

    1981 — 1982

Skills

  • Telecommunications
  • Leadership
  • Customer Relationship Management (Crm)
  • Mortgage Lending
  • Marketing
  • Business Process
  • Presentation Skills
  • Financial Services
  • Crm
  • Sales Management
  • Vendor Management
  • Executive Management
  • Management
  • Retail Banking
  • Vendor Relationships
  • Sales
  • Presentations
  • IT Management
  • Project Management
  • Banking
  • Strategic Planning
  • Selling
  • Start-Ups
  • Loans
  • Business Development
  • Business Intelligence
  • Product Management
  • E-Commerce
  • Relationship Management
  • Outsourcing
  • Training
  • Consulting
  • Commercial Lending
  • New Business Development

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Jon C. Hall — Financial Center Manager and Small Business Specialist at Allegacy Financial in Charlotte, NC, US | Unifers