Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Work Preference
Software
Websites
Timeline
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Kevan Alex Hall

Kevan Alex Hall

Summary

Experienced sales professional with a successful history of driving sales and building client relationships. Proficient in identifying customer needs, providing tailored solutions, and closing deals effectively. Skilled in communication, analysis, and problem-solving. Strong team player with a proactive approach and a dedication to achieving targets.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Practice Solutions Relationship Officer, VP

BMO Bank
Denver
08.2023 - Current
  • Drives business development and revenue growth in the Practice Solutions industry by acquiring new clients, deepening existing relationships, and providing tailored banking solutions.
  • Supports end-to-end sales processes, including presentations, proposals, data analysis, and implementation tracking, to ensure a seamless client experience.
  • Collaborates across banking teams (Cash Management, Credit Card, Wealth, Premier) to deliver holistic financial solutions, and maintain high client satisfaction.
  • Maintains deep expertise in industry trends, compliance standards, and banking products to provide strategic insights, and ensure operational excellence.

Sr. Small Business Relationship Manager, AVP

Bank of the West
Denver
04.2020 - 04.2023
  • Managed, developed, and retained a dedicated portfolio of business relationships, with annual revenues of up to $10MM.
  • Through understanding the Bank’s credit policies, I worked closely with underwriting teams to analyze and structure new credit requests in order to provide recommendations and solutions unique to each client’s specific banking needs.
  • Handled everything from fees and various maintenance issues in accounts to helping safeguard said accounts from fraud through our Cash Management solutions, to assisting customers through the entire process of purchasing commercial real estate, up to $4MM.

SME Credit Analyst II

Bank of the West
Denver
03.2018 - 04.2020
  • Acted as the key point person to obtain all necessary information and clarification on financial analysis documentation and resources.
  • Spread historical financials to assist in the lending decision on new, renewal, and extension loans.
  • Performed statistical analysis on datasets to identify the root causes of observed risk trends.
  • Managed ticklers and tested covenants to monitor for deterioration in business performance.

Relationship Banker II

Bank of the West
Denver
08.2017 - 03.2018
  • Proactively drove sales through walk-in customers, pre-set appointments, referrals from customers, and other branch colleagues and partners.
  • Educated and referred customers to relevant products to deepen relationships and build strong internal partnerships. Enhanced customer experience by proficiently aiding customers in understanding consumer deposit products and consumer lending.
  • Provided excellent customer service and effectively resolved customer issues. Adhered to all operational, security, risk, and regulatory policies and procedures.
  • Oversaw fast-paced troubleshooting by handling customer complaints, queries and acted accordingly.

Relationship Banker I

Bank of the West
Denver
04.2016 - 04.2017
  • Served as customers' single point of contact on all Bank of the West products and services.
  • Ensured that deliveries were achieved in adherence to the deadlines to ensure customer satisfaction and referrals.
  • Demonstrated acumen in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication, and presentation.
  • Identified potential sales opportunities by effectively assessing client needs, and acted accordingly.

Financial Services Representative

Bank of the West
Denver
07.2015 - 04.2016
  • Accurately receives deposits and payments for all types of accounts, verifies cash and negotiability of checks, and issues receipts, giving credit for funds according to bank policies.
  • Charged with opening all types of deposit accounts for new and existing clients, accurately, efficiently, and in compliance with company policies and procedures.
  • Coordinated daily customer service operations, including but not limited to sales processes, orders, and payments.
  • Oversaw fast-paced troubleshooting by handling customer complaints and queries, and acting accordingly.
  • Was accountable for the accurate tracking of sales costs, labor, operations cash flow, and supply inventories.

Inside Sales Intern

TriNovus
Birmingham
05.2013 - 08.2014

Intern

TriNovus
Birmingham
05.2012 - 08.2012

Education

Bachelor of Science - Business Administration

Auburn University
Auburn, AL
12-2014

Skills

  • Financial analysis
  • Client relationship management
  • Credit underwriting
  • Market research
  • Sales strategy
  • Business development
  • Relationship building
  • Commercial Real Estate Transactions
  • Credit Analysis
  • Risk Management
  • Portfolio Management

Certification

SME Credit College

Issued by RMA through Bank of the West - Jun 2023

Accomplishments

Bank of the West:

  • 2021: Top 5 RMs, finished at 240% to goal.
  • 2022: Top 10 RMs, finished at 233% to goal.
  • 2023 Q1: Top 10 RMs, finished at 219% to goal.
  • 2023 Q2: Top 10 RMs, finished at 318% to goal.
  • 2023: SME Remote RM Group Top Performer Bonus Recipient

Work Preference

Work Type

Full Time

Work Location

On-SiteRemoteHybrid

Important To Me

Work from home optionPaid time offCompany CulturePersonal development programsWork-life balanceCareer advancement

Software

Salesforce

Microsoft Office

Microsoft Teams

Timeline

Practice Solutions Relationship Officer, VP

BMO Bank
08.2023 - Current

Sr. Small Business Relationship Manager, AVP

Bank of the West
04.2020 - 04.2023

SME Credit Analyst II

Bank of the West
03.2018 - 04.2020

Relationship Banker II

Bank of the West
08.2017 - 03.2018

Relationship Banker I

Bank of the West
04.2016 - 04.2017

Financial Services Representative

Bank of the West
07.2015 - 04.2016

Inside Sales Intern

TriNovus
05.2013 - 08.2014

Intern

TriNovus
05.2012 - 08.2012

Bachelor of Science - Business Administration

Auburn University

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