2 Client Relations & Operations Specialist Jobs in Atlanta, GA

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Citizen Trust Bank
Atlanta, GA | Full Time
$50k-65k (estimate)
1 Week Ago
Citizens Trust Bank
Atlanta, GA | Full Time
$50k-65k (estimate)
1 Week Ago
Client Relations & Operations Specialist
$50k-65k (estimate)
Full Time | Banking 1 Week Ago
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Citizen Trust Bank is Hiring a Client Relations & Operations Specialist Near Atlanta, GA

 

We’re Hiring!

 

Client Relations & Operations Specialist – Atlanta, GA

 

Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the growing needs of our customers. 

We are committed to our institution’s values of Integrity, Collaboration, Innovation, Service Excellence, Respect, Accountability, and Leadership, all of which are needed to continue our mission of empowering generations for financial success. 

By joining our team, you can expect opportunities to enhance personal accomplishments and professional growth. 

 

POSITION SUMMARY:

Responsibilities include but are not limited to the following:

 

  • Performs daily operational services in accordance with bank processes and procedures
  • Process online and telephone account openings – both business and consumer; ensures all documentation is provided and in compliance
  • Scans and uploads mailed signature cards, driver’s licenses and other documentation for on line customers
  • Processes account closings for request made via telephone, online or email
  • Processes ATM/Debit Cards
  • Documents quality issues, performance measures and quality improvements for management review
  • Compiles and analyzes data from various systems and sources to produce reports for measuring and tracking key performance indicators for the division
  • Researches customer complaints and prepares responses to customers within established Standard Response Time
  • Collaborates with the Bank’s Security Officer and financial center management team to resolve Branch cash items
  • Assists with the development department procedures, policies, and processes.
  • Delivers exceptional customer services consistently to all business lines; maintains positive and productive working relationships with all internal and external customers.
  • Adheres to all policies, procedures, processes, bank’s practices, guidelines, expectations, laws, and regulations. 
  • Exceeds all established position’s goals, objectives, production, quality metrics, and expectations. 
  • Demonstrates consistent professional appearance, image, ethics, integrity, demeanor, and represents the CTB Brand.
  • Leads initiatives, add value, supports the Bank’s vision, core values, business principles, goals, and objectives.
  • Performs other duties and tasks as assigned.

 

QUALIFICATIONS, SKILLS, AND ABILITIES


  • Minimum one year of   retail banking operations and compliance experience
  • Bachelor’s degree in accounting, finance, economics, business administration, or related field 
  • Highly resourceful team player with excellent presentation, interpersonal, relationship building, leadership, organizational, in-depth sales technique and sales coaching skills are essential
  • Excellent quality customer service, sales, and telephone skills with a genuine interest in serving customers and the ability to collaborate and build good cross-functional business relationships
  • Strong analytical, technical, problem resolution, project management, strategic and critical thinking, research and negotiation skills
  • Technology-savvy and proficient in using advanced Microsoft Office (Excel, Word, PowerPoint, etc.) and Google Suite, with the ability to implement innovative solutions; strong knowledge and understanding of the FIS Horizon core Banking system
  • Expert level written and verbal communication and diplomacy skills with the ability to communicate clearly, concisely, persuasively, informatively, tactfully and effectively work across all levels of the organization
  • Outgoing and trustworthy with the ability to effectively handle and maintain confidential matters and information
  • Demonstrated ability to use accurate and great judgment, discretion, and reasoning, as well as, make sound business decisions, comprehend, and follows directions and instructions
  • Demonstrated ability to conduct and facilitate effective meetings, sales and customer service training classes
  • Ability to work in a fast paced, high performance and changing environment, and must be able to adapt to change
  • Must be able to demonstrate and maintain a positive composure and consistently demonstrate professional appearance, demeanor, image, and consistently represents the CTB Brand
  • Ability to produce accurate and organized work with minimum supervision
  • Must be a self-starter who is self-motivated and directed with the ability to handle multiple tasks; goal oriented with the ability to produce quality results, meet all established goals, objectives, deadlines, and expectations; ability to comply with all bank policies, procedures, regulations, and laws
  • Ambitious with a strong work ethic and high integrity, positive behavior, ability to work both independently and as a part of a team in a collaborative environment; detailed-oriented with excellent time management and strategic planning skills
  • Exceptional creativity with the ability to prioritize work and meet deadlines
  • Must be mature, flexible and energetic with a competitive and winning spirit
  • Assertive and demonstrates initiative with the ability to work through situations and find win-win solutions

 

Citizens Trust Bank is committed to investing in our associates, cultivating a rewarding, results-driven, innovative and professional team.  We offer competitive compensation and a comprehensive benefits package for our full-time associates.  Our benefits package includes the following:

 

  • Medical, Dental, Vision, and Prescription 
  • 401(k) Retirement Plan 
  • Life Insurance 
  • Accidental Death & Dismemberment 
  • Short&/Long Term Disability 
  • Flexible Spending Plan                            
  • Paid Time Off, Vacation, and Holiday Pay 
  • Tuition Reimbursement
  • Employer Assisted Housing Program

 

EEO/AA

  • Wholesale Membership Program
  • Wellness Program
  • Employee Assistant Referral Services (EAP)
  • Legal Shield Program
  • Group Cancer & Accident Insurance Programs
  • Worker’s Compensation Program
  • Free Banking Services
  • Awards and Recognition Programs 
  • Training & Development Programs and much more


 

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$50k-65k (estimate)

POST DATE

03/17/2023

EXPIRATION DATE

09/16/2023

WEBSITE

www.ctbconnect.com

HEADQUARTERS

Atlanta, Georgia

SIZE

100 - 200

CEO

Frances Hayes

REVENUE

$10M - $50M

INDUSTRY

Banking

About Citizen Trust Bank

Citizens Trust Bank serves the Atlanta and Columbus, Georgia and Birmingham and Eutaw, Alabama communities from approximately 10 branch offices. The bank's services include checking and savings accounts, CDs, IRAs, credit cards, financial planning, and investments.

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