Avery A Hall Jr.
Lapel,IN
Summary
Dynamic banking professional with extensive experience, excelling in client relationship management and regulatory compliance. Proven track record in enhancing customer experiences and driving sales strategies. Adept at coaching teams and fostering community engagement, ensuring optimal performance and client satisfaction in fast-paced environments.
Overview
13
13
years of professional experience
Work History
Private Client Banker SBS – MOD AVP
JPMorgan Chase
11.2021 - 11.2025
- Actively managed client banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
- Offered tailored banking solutions, including loans, mortgages, and investment products.
- Partnered with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
- Made lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Adheres to policies, procedures, and regulatory banking requirements
Branch Manager VP
Regions Bank
01.2020 - 07.2021
- Ensured a consistent optimal customer experience at assigned branch. This may have included sharing responsibility of greeting customers and processing transactions to ensure customers bank when, where, and how they want.
- Lead small to moderate sized branch team responsible for impacting new revenue generation through identifying customer needs, and provided appropriate guidance and perspective about Regions solutions; Coached and developed branch associates through execution of iConnect – the Region's Sales, Service and Coaching process, with some guidance from assigned mentor, senior level managers, and internal support partners
- Oversaw all business transactions and practices within span of control, ensured compliance with all regulations, bank policies, procedures, and internal audit requirements
- Managed recruiting and selection process for assigned branch
Market Manager AVP (Prev title: Br Mgr, Asst Br Mgr, Retail Bkr)
Woodforest National Bank
07.2012 - 01.2020
- Lead the overall performance and environment of the retail branches of Central IN. Lead and Directed Branch Management team of 14 locations in achieving profitability through sales and customer experience, Regulatory compliance, and growth objectives.
- Professionally and actively represented the bank in the community by strategically participating on boards and committees, partnering with charitable organizations, coordinating and teaching financial literacy and attending local professional networking groups. Actively participated in bank functions and community activities as a representative of the bank.
- Conducted frequent branch visits to ensure adherence to bank policies, consistency in sales and marketing efforts, successful implementation of new products and services, and developed and maintained strong professional relationships with branch employees and host retail partners visiting the market.
Education
Bachelors Degree - Political Science
Marquette University
Milwaukee, WI05.2009
Skills
- Client relationship management
- Loan and mortgage services
- Regulatory compliance
- Customer experience enhancement
- Sales strategy implementation
- Team leadership
- Risk assessment
- Community engagement
- Effective communication
- Problem solving
- Adaptability to change
- Coaching and mentorship
- Client acquisition
Licensing And Certifications
- FINRA Series 6, Series 63, SIE
- IDOI Insurance, IN Life
- Notary Public
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Affiliations
Former Treasurer for Adelante (Latino Business Resource Group) at JPMorgan Chase
Timeline
Private Client Banker SBS – MOD AVP
JPMorgan Chase
11.2021 - 11.2025
Branch Manager VP
Regions Bank
01.2020 - 07.2021
Market Manager AVP (Prev title: Br Mgr, Asst Br Mgr, Retail Bkr)
Woodforest National Bank
07.2012 - 01.2020
Bachelors Degree - Political Science
Marquette University