Financial Relationship Team Lead – Birmingham, Alabama

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. 

Interested in this position and meet the qualifications and requirements? Apply at www.ctbconnect.com. Questions? Contact us at 205-214-3020.

POSITION SUMMARY:

Responsibilities include but are not limited to the following:

• Manages the daily financial center operations
• Develops a sales culture at the financial center to meet all sales goals with staff
• Ensures that all associates are providing efficient quality customer service in the financial center
• Assists the manager with the development of staff, motivational initiatives, counseling, and the completion of performance evaluations
• Advises and ensures staff are following procedures that affect the financial center
• Monitors cash items, CD settlements, and CTR processing
• Makes decisions on the daily exception report
• Coordinates and conducts appropriate staff meetings
• Ensures the financial center meets high appearance standards at all times
• In conjunction with the manager, oversee adherence to the Bank’s security and BSA compliance policies
• Performs data analysis prepares and present reports and recommendations to management
• Works closely with other lines of business within the Bank
• 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:

• Minimum two years of assistant branch manager experience in a retail banking environment
• Bachelor’s degree in management, 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 employees, cultivating a rewarding professional team and results-oriented work environment that is based on respect, accountability, and high- quality performance. We offer competitive compensation and a comprehensive employee benefits package for our full-time employees. Our benefits package includes the following: