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
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
Financial Center Manager and Small Business Specialist
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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