Financial Relationship Team Lead

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Birmingham, AL, US

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.

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.

• 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…