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Financial Relationship Team Lead

34dd9aa9 2590 4d09 Bf4b 093052044888 19000101 000001 · Birmingham, AL, US, Birmingham, AL · Active · ADP Workforce Now Recruiting

Job facts

FieldValue
Company34dd9aa9 2590 4d09 Bf4b 093052044888 19000101 000001
TitleFinancial Relationship Team Lead
Normalized title-
Department / team-
LocationBirmingham, AL, United States
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2019-03-29 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

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PageWhat it containsOpen
Company jobsActive postings from 34dd9aa9 2590 4d09 Bf4b 093052044888 19000101 000001.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Birmingham.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

Company34dd9aa9 2590 4d09 Bf4b 093052044888 19000101 000001
Source804ac33e-f69c-4050-82d3-c0fb9cf41803
ATS providerADP Workforce Now Recruiting

Description

We’re Hiring! 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: 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

Full job record

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Org ID4cf702bb-bc5c-4f40-a8a7-40dbfcfb9f54
Source ID804ac33e-f69c-4050-82d3-c0fb9cf41803
Board ID804ac33e-f69c-4050-82d3-c0fb9cf41803
Provideradp_workforcenow
Provider Job Key268011
TitleFinancial Relationship Team Lead
Normalized Title—
Statusactive
Activeyes
Location TextBirmingham, AL, US, Birmingham, AL
Department—
Team—
Employment Typefull_time
Workplace Type—
Remote Policy—
CountryUnited States
RegionAL
CityBirmingham
Salary Raw—
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Source URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=34dd9aa9-2590-4d09-bf4b-093052044888&ccId=19000101_000001&lang=en_US&type=JS&jobId=268011&jwId=2625184275_1
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First Seen At2026-05-31 18:40:07Z
Last Seen At2026-06-06 13:09:47Z
Last Checked At2026-06-06 13:09:47Z
Last Changed At2026-06-06 13:09:47Z
Inactive At—
Source Posted At2019-03-29 19:37:00Z
Source Updated At—
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Parsed Structured
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Extensions
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    "requisitionDescription": "<div><div><div><div><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/24.13.17/styles/froala_editor.pkgd.min.css\" rel=\"stylesheet\" type=\"text/css\"><img src=\"https://static.workforcenow.adp.com/cccustom/Client/Recruitment/ctb_w_name_horiz_teal_24d68b65-2569-4902-a334-c6b1036e4f2e.png\" style=\"width: 300px;\" class=\"fr-fic fr-dib\" filepath=\"/Client/Recruitment/ctb_w_name_horiz_teal_24d68b65-2569-4902-a334-c6b1036e4f2e.png\" status=\"success\" isreadonly=\"false\" requestresponseid=\"5e57b610-a112-4dfc-ae6c-5313563cbd5e\" servertimetaken=\"789\">&nbsp;</div><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;' id=\"isPasted\"><span style='font-size:40px;font-family:\"Cambria\",serif;color:#009999;'>We&rsquo;re Hiring!</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><br></p><div><link href=\"https://static.workforcenow.adp.com/mas/mdf-components/24.13.17/styles/froala_style.min.css\" rel=\"stylesheet\" type=\"text/css\"><div class=\"fr-view\"><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;' id=\"isPasted\"><strong><span style=\"font-size:19px;\">Financial Relationship Team Lead &ndash; Birmingham, Alabama</span></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;text-align:justify;'><span style=\"font-size:13px;\">&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;text-align:justify;'><span style='font-size:15px;font-family:\"Cambria\",serif;'>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.&nbsp;</span><span style='font-size:15px;font-family:\"Cambria\",serif;'><br>We are committed to&nbsp;</span><span style='font-size:15px;font-family:\"Cambria\",serif;'>our institution&rsquo;s values of <strong>Integrity</strong>, <strong>Collaboration, Innovation, Service Excellence, Respect, Accountability, and Leadership,</strong> all of which are needed to continue our mission of empowering generations for financial success.&nbsp;</span><span style='font-size:15px;font-family:\"Cambria\",serif;'>&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;text-align:justify;'><span style='font-size:15px;font-family:\"Cambria\",serif;'>By joining our team, you can expect opportunities to enhance personal accomplishments and professional growth.&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>Interested in this position and meet the qualifications and requirements? &nbsp;Apply at&nbsp;</span></strong><a href=\"http://www.ctbconnect.com\" target=\"_blank\"><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>www.ctbconnect.com</span></strong></a><strong><span style='font-size:15px;font-family:\"Cambria\",serif;'>. &nbsp;Questions? Contact us at 205-214-3020.</span></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><strong><span style=\"font-size:13px;\">&nbsp;</span></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin-left:1.5in;text-indent:-1.5in;'><strong><span style=\"font-size:13px;\">POSITION SUMMARY:</span></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin-left:1.5in;text-indent:-1.5in;'><span style='font-size:15px;font-family:\"Cambria\",serif;'>Responsibilities include but are not limited to the following:</span></p><ul style=\"list-style-type: disc;margin-left:0in;\"><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Manages the daily financial center operations</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Develops a sales culture at the financial center to meet all sales goals with staff</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Ensures that all associates are providing efficient quality customer service in the financial center</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Assists the manager with the development of staff, motivational initiatives, counseling, and the completion of performance evaluations</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Advises and ensures staff are following procedures that affect the financial center</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Monitors cash items, CD settlements, and CTR processing</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Makes decisions on the daily exception report</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Coordinates and conducts appropriate staff meetings</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Ensures the financial center meets high appearance standards at all times</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>In conjunction with the manager, oversee adherence to the Bank&rsquo;s security and BSA compliance policies</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Performs data analysis prepares and present reports and &nbsp; recommendations to management</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Works closely with other lines of business within the Bank</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Assists with the development department procedures, policies, and processes.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Delivers exceptional customer services consistently to all business lines; maintains positive and productive working relationships with all internal and external customers.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Adheres to all policies, procedures, processes, bank&rsquo;s practices, guidelines, expectations, laws, and regulations.&nbsp;</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Exceeds all established position&rsquo;s goals, objectives, production, quality metrics, and expectations.&nbsp;</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Demonstrates consistent professional appearance, image, ethics, integrity, demeanor, and represents the CTB Brand.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Leads initiatives, add value, supports the Bank&rsquo;s vision, core values, business principles, goals, and objectives.</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Performs other duties and tasks as assigned.</span></li></ul><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><strong><u><span style='font-size:13px;font-family:\"Cambria\",serif;'>QUALIFICATIONS:</span></u></strong></p><ul style=\"list-style-type: disc;margin-left:0in;\"><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Minimum two years of assistant branch manager experience in a retail banking environment</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Bachelor&rsquo;s degree in management, accounting, finance, economics, business administration, or related field&nbsp;</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Highly resourceful team player with excellent presentation, interpersonal, relationship building, leadership, organizational, in-depth sales technique and sales coaching skills are essential</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>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</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Strong analytical, technical, problem resolution, project management, strategic and critical thinking, research and negotiation skills</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>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</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>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</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Outgoing and trustworthy with the ability to effectively handle and maintain confidential matters and information</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Demonstrated ability to use accurate and great judgment, discretion, and reasoning, as well as, make sound business decisions, comprehend, and follows directions and instructions</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Demonstrated ability to conduct and facilitate effective meetings, sales and customer service training classes</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Ability to work in a fast paced, high performance and changing environment, and must be able to adapt to change</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Must be able to demonstrate and maintain a positive composure and consistently demonstrate professional appearance, demeanor, image, and consistently represents the CTB Brand</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Ability to produce accurate and organized work with minimum supervision</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>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</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>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</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Exceptional creativity with the ability to prioritize work and meet deadlines</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Must be mature, flexible and energetic with a competitive and winning spirit</span></li><li><span style='font-family:\"Cambria\",serif;font-size:14px;'>Assertive and demonstrates initiative with the ability to work through situations and find win-win solutions</span></li></ul><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin-left:.5in;'><span style='font-size:15px;font-family:\"Cambria\",serif;'>&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;text-align:justify;'><strong><em><span style='font-size:15px;font-family:\"Cambria\",serif;color:black;'>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. &nbsp;We</span></em></strong><strong><em><span style='font-size:15px;font-family:\"Cambria\",serif;'>&nbsp;offer competitive compensation and a comprehensive employee benefits package for our full-time employees. &nbsp;Our benefits package includes the following:</span></em></strong></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;text-align:justify;'><strong><em><span style='font-size:15px;font-family:\"Cambria\",serif;'>&nbsp;</span></em></strong></p><table border=\"0\" cellspacing=\"0\" cellpadding=\"0\" width=\"694\" style=\"width:520.45pt;border-collapse:collapse;\"><tbody><tr><td valign=\"top\" style=\"width: 46.83%; padding: 2.9pt; height: 152.15pt; vertical-align: top;\"><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><ul><li><span style='font-family:\"Cambria\",serif;font-size:13px;'>Medical, Dental, Vision and Prescription&nbsp;</span></li><li><span style=\"font-family:;font-size:10.0pt;font-family:;;\">401(k) Retirement Plan&nbsp;</span></li><li><span style=\"font-family:;font-size:10.0pt;font-family:;;\">Life Insurance&nbsp;</span></li><li><span style=\"font-family:;font-size:10.0pt;font-family:;;\">Accidental Death &amp; Dismemberment&nbsp;</span></li><li><span style=\"font-family:;font-size:10.0pt;font-family:;;\">Short/Long Term Disability&nbsp;</span></li><li><span style=\"font-family:;font-size:10.0pt;font-family:;;\">Flexible Spending Plan &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</span></li><li><span style=\"font-family:;font-size:10.0pt;font-family:;;\">Paid Time Off, Vacation and Holiday Pay&nbsp;</span></li><li><span style=\"font-family:;font-size:10.0pt;font-family:;;\">Tuition Reimbursement</span></li><li><span style=\"font-family:;font-size:10.0pt;font-family:;;\">Employer Assisted Housing Program</span></li></ul></div><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='font-size:13px;font-family:\"Cambria\",serif;'>&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;margin-left:.25in;'><strong><span style='font-size:13px;font-family:  \"Cambria\",serif;'>EEO/AA&nbsp;</span></strong></p></td><td valign=\"top\" style=\"width: 53.17%; padding: 2.9pt; height: 152.15pt; vertical-align: top;\"><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><ul><li><span style='font-family:\"Cambria\",serif;font-size:13px;'>Wholesale Membership Program</span></li><li><span style=\"font-family:;font-size:10.0pt;font-family:;;\">Wellness Program</span></li><li><span style=\"font-family:;font-size:10.0pt;font-family:;;\">Employee Assistant Referral Services (EAP)</span></li><li><span style=\"font-family:;font-size:10.0pt;font-family:;;\">Legal Shield Program</span></li><li><span style=\"font-family:;font-size:10.0pt;font-family:;;\">Group Cancer &amp; Accident Insurance Programs</span></li><li><span style=\"font-family:;font-size:10.0pt;font-family:;;\">Worker&rsquo;s Compensation Program</span></li><li><span style=\"font-family:;font-size:10.0pt;font-family:;;\">Free Banking Services</span></li><li><span style=\"font-family:;font-size:10.0pt;font-family:;;\">Awards and Recognition Programs&nbsp;</span></li><li><span style='font-family:\"Cambria\",serif;font-size:13px;'>Training &amp; Development Programs and much more</span></li></ul></div></td></tr></tbody></table></div></div></div></div></div>\n",
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