POSITION DESCRIPTION 

POSITION TITLE: Teller & Customer Service Representative Floater – Full-time
DEPARTMENT:
CLASSIFICATION: Non-Exempt 

REPORTING RELATIONSHIP 

POSITION REPORTS TO: SVP & Retail Administrator
POSITIONS SUPERVISED: None 

POSITION SUMMARY - Teller 

Must provide quality customer service and adhere to the customer service standards as set forth by the bank. Conduct transactions between customers and the Bank accurately by following the Bank’s policies and procedures as well as federal regulations. Recognize opportunities to grow customer’s relationships by referring to other lines of business within the Bank as well as core banking products. Handle routine customer inquiries, problems and maintain favorable customer and employee relations by performing the following duties. 

POSITION SUMMARY - CSR 

It is this area of the Bank that greets and welcomes potential and existing customers. Responsibility of the associate in this position is to ascertain what the customer needs, and then determine how they can best be served. This position is responsible for the development of new business relationships and maintaining existing relationships. Answer questions on all services the Bank provides and recognizes selling and referral opportunities. Will cross-trains to perform various other duties including the teller line and atm to help the branch function efficiently. 

ESSENTIAL DUTIES & RESPONSIBILITIES 

Below includes the essential duties & responsibilities, other duties may be assigned. 

• Counting and sorting money; 
• Process deposits, withdrawals, payments & monetary instruments; 
• Balance cash drawer daily; 
• Complete Currency Transaction Reports; 
• Complete Monetary Instrument Log; 
• Adhere to Bank policy and federal regulations; 
• Provide quality customer service; 
• May be asked to assist customers with safe deposit entry; 
• May assume ATM/Vault processing and other duties as assigned 

ESSENTIAL DUTIES & RESPONSIBILITIES-CSR 

• Always attempt to cross-sell other Bank products and services, creating a more loyal and solid banking relationship. 
• Provide quality customer service by adhering to the customer service standards as set forth by the Bank. 
• Open &/or close &/or perform maintenance on accounts (checking, savings, CD’s, IRA’s, etc) 
• Provide notary services 
• Serve as back up teller 
• Must be versed in bank operational and depository compliance including but not limited to completing CTR reports and monetary instrument logs 

EDUCATION &/OR EXPERIENCE 

• High school diploma or GED (General Education Degree) required. 
• Computer literacy preferred. Knowledge of Word & Excel a plus. 

EDUCATION &/OR EXPERIENCE- CSR 

• High school diploma or equivalent. 
• Successful completion of in-house training program or other new accounts’ training. 
• Six months prior banking experience or related customer service position 
• Prior sales experience and cash handling experience is preferred 

OTHER SKILLS / QUALIFICATIONS 

• Demonstrates excellent customer service consistently; 
• Basic computer skills (10 key); 
• Communicate well with customers and their team mates; 
• Must possess basic language skills to write and speak clearly, effectively and appropriate to business standards; 
• Adheres to customer service standards and serve as a role model to fellow associates; 
• Must be well organized, accurate, and attentive to details; 
• Must be cooperative and willing to assist others; 
• Must be able to deal with stressful situations; 
• Must be able to multi-task and have thorough knowledge of teller functions and responsibilities. 
• Shows initiative and will go the extra mile for customers and the team while working within the scope of Bank policy; 
• Position may require the ability to work before or after normal business hours to attend various employee meetings, training sessions, and community events supported by the Bank. 

OTHER SKILLS / QUALIFICATIONS - CSR 

• Must possess basic language skills to write and speak clearly, effectively and appropriately to general business standards. 
• Must have the ability to perform mathematical calculations necessary to execute the duties of the job. 
• Must be able to make sound decisions, have the ability to recognize potential problems, and take appropriate corrective action. 
• Must be well organized, accurate, and attentive to details. 
• Must be cooperative and willing to assist others. 
• Must have good listening skills as well as proper phone etiquette 
• Must be able to multi-task and work under pressure. 

PHYSICAL DEMANDS 

To process transactions, handle cash, inspect negotiable instruments and operate required teller equipment, the employee is required to stand for long periods of time and they must possess satisfactory vision and hand/finger dexterity to perform the job duties. At times an employee might need to utilize step stools/small ladders necessitating the ability to climb, balance, kneel, stoop, bend and reach. Employee might be required to occasionally lift or move up to 25 pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. 

WORK ENVIRONMENT 

Professional environment working 40 hours per week; may need to work overtime hours when asked. Will be required to work in the Saturday rotation. May be required to work at another branch on a Saturday and/or due to staffing shortages. Must be accustomed to professional, business office environment in manner and dress. Must demonstrate excellent human relations skills with customers and bank associates. 

COMPLIANCE WITH REGULATORY REQUIREMENTS 

Each associate is responsible for compliance with all applicable regulatory requirements affecting the banking industry as well as applicable programs, policies and procedures. When an associate has supervisory responsibilities, he or she will make certain that their staff understands their responsibilities to comply with applicable regulatory issues and internal programs, policies and procedures. 

POSITION DESCRIPTION 

POSITION TITLE: Trust and Wealth Specialist
DEPARTMENT: Trust and Investment Department 
CLASSIFICATION: Non-Exempt 

REPORTING RELATIONSHIP 

POSITION REPORTS TO: Sr. Trust and Wealth Advisor, and Office Supervisor, with indirect leadership and management from the Chief Investment Officer, Trust Compliance and Administration Officer and Wealth Advisor

POSITIONS SUPERVISED: None 

POSITION SUMMARY

This position is responsible for a wide variety of administrative and/or operational duties to support the day-to-day activities for the trust department. This individual will work closely with one or more trust advisors, the trust compliance and administration officer and the chief investment officer. The ultimate outcome is successful trust compliance and operations within the compliance framework established by the bank and codified in the policies and procedures manual.

This position can be cross-trained on additional functions and can serve as back-up support for other staff within the unit.

ESSENTIAL DUTIES & RESPONSIBILITIES 

• Responsible for the day to day administration of accounts within the trust department;
• Accurately processing daily operational tasks on one or more of our core systems in a timely basis. Work is high volume and large dollar value. Frequently interacts with both internal and external counter parties to receive and deliver instructions for completing and properly processing work. If instructions are not clear or insufficient to detail, identifies problem and proactively resolves such with the instructing party.
• Independently research and resolve processing issues. Performs system balancing work and monitors own work for accuracy.
• Professionally interacting and with wealthy clients as well as trust beneficiaries.
• Research and respond to client inquiries. Responds to our client inquiries regarding their work in a timely, clear and appropriate manner.
• Demonstrates knowledge of and is sensitive to the current regulatory environment; adheres to the Bank’s risk vision, and risk management policies and procedures; recognizes and proactively addresses risk (including but not limited to those associated with Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy): Identifies and appropriately manages risks.
• Provide relationship and administrative support to the other staff within the unit
• Provide clerical support for the trust and wealth advisor, trust compliance and administration officer and the chief investment officer;
• Operational functions and duties may include performing daily reconcilement of the trust accounting systems to respective trading companies as well as trust internal checking accounts; posting and reconciling income processing for money market funds, DTC and Mutual Fund securities; processing of incoming and outgoing wires for daily settlement of trades with respective trading companies; processing of daily trade confirmations with respective trading companies; processing and posting of all incoming and outgoing client account transfers; setting up and processing of client disbursements.
• Occasional travel in the local area

EDUCATION &/OR EXPERIENCE

• Some experience in trust administration or operations and compliance is highly desirable;
• Direct work experience in Microsoft Word, Excel, PowerPoint (Preferred, but not critical), and Outlook;
• Must have strong analytical skills and be capable of multi-tasking;
• Have the ability to work in a deadline driven, high volume environment;
• Strong verbal and written communication skills
• Organized and detail oriented;
• Experience in financial and wealth management is highly desirable.
• High school diploma or equivalent; and
• Some college education is a plus, but not required.

OTHER SKILLS / QUALIFICATIONS 

• Be organized, able to work in a complex environment, and take initiative;
• Possess proficiency with the Microsoft Office Suite of products, i.e., Word, Excel, PowerPoint, etc.;
• Be able to grasp and use trust accounting systems; and
• The ability to work with colleagues, clients and beneficiaries in a dignified manner.

PHYSICAL DEMANDS 

No unusual physical demands required for this job. Must be able to do sedentary work.  May occasionally have to lift up to 10 pounds typical of most office positions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

WORK ENVIRONMENT 

Professional environment working minimum 40 hours per week; may need to work overtime hours when asked. Must be accustomed to professional, business office environment in manner and dress. Must demonstrate excellent human relations skills with customers and bank associates. Must be willing to participate as a team member. Must be committed to CB&T’s Customer Service Standards.

COMPLIANCE WITH REGULATORY REQUIREMENTS 

Each associate is responsible for compliance with all applicable regulatory requirements affecting the banking industry as well as applicable Citizens Bank & Trust programs, policies and procedures. Required to comply extensively with fiduciary regulations as expounded in a policies and procedures manual and take instruction from the operations/compliance manager.

POSITION DESCRIPTION 

POSITION TITLE: Research and Recon Team Specialist
DEPARTMENT: Deposit Operations (Research and Recon Team)
CLASSIFICATION: Non-Exempt 

REPORTING RELATIONSHIP 

POSITION REPORTS TO: Research and Recon Team Lead / Deposit Operations Director
POSITIONS SUPERVISED: None 

POSITION SUMMARY

This position will be responsible for several job duties as outlined below.

ESSENTIAL DUTIES & RESPONSIBILITIES 

• Teller Reconciliation
• ATM Balancing
• Internal Checking and GL Reconcilements
• Customer Research
• Subpoena Fulfillment
• Levy, Garnishment and Freeze Processing
• Escheatment Processing
• Cash Orders / Shipments
• Debit Card and or Zelle Disputes
• Processing Foreign Cash Letters
• Reclamations and DNEs
• IOTA Remittance
• Year End Processing
• Tax Corrections
• Withholding
• Savings Bond Redemptions

OTHER SKILLS/QUALIFICATIONS

• Must be well organized and detail oriented
• Must have good written and verbal communication skills
• Must be a team player
• Knowledge of Word & Excel is a plus

SUPERVISORY RESPONSIBILITIES

N/A

EDUCATION &/OR EXPERIENCE

• High school diploma or GED (General Education Degree) required.
• Experience in Microsoft Word & Excel preferred/desired.

PHYSICAL DEMANDS 

There are no unusual physical demands for this job. May occasionally have to lift up to 25 pounds, typical of most office positions. Must be able to sit for long periods of time. May be required to travel occasionally. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

WORK ENVIRONMENT 

Be accustomed to a professional business office environment in manner and dress. Demonstrate excellent human relations skills with customers and bank employees. Must be willing to participate as a team member. 

COMPLIANCE WITH REGULATORY REQUIREMENTS 

Each associate is responsible for compliance with all applicable regulatory requirements affecting the banking industry as well as applicable Citizens Bank & Trust programs, policies and procedures. When an associate has supervisory responsibilities, he or she will make certain that their staff understands their responsibilities to comply with applicable regulatory issues and internal programs, policies and procedures. 

POSITION DESCRIPTION 

POSITION TITLE: Network Engineer
DEPARTMENT: Information Systems and Technology
CLASSIFICATION: Non-Exempt 

REPORTING RELATIONSHIP 

POSITION REPORTS TO: Information Technology Manager
POSITIONS SUPERVISED: None 

POSITION SUMMARY

The position will provide second level support for Information Technology infrastructure and related bank equipment. The engineer will establish and maintain network designs and configurations required to support a multiple branch infrastructure. This includes critical analysis of network performance, redundancy, and security implementations. This position is based out of the corporate office in Lake Wales, Florida and receives direction from the Information Technology Manager. 

ESSENTIAL DUTIES & RESPONSIBILITIES 

• Provide excellent customer service.
• Must have an expert knowledge of Local Area Networks, TCP/IP, and routing protocols.
• Installs and configures Cisco WAN/LAN networking hardware.
• Installs and configures Cisco firewalls and Firepower hardware.
• Installs, configures, and operates related network infrastructure including network monitoring services and wireless networks.
• Responsible for network connectivity of all sites and related equipment.
• Assists Network Administrators and Desktop Technicians with network connectivity and troubleshooting.
• Assists with capacity planning, licensing, and annual budgeting for network equipment.
• Reports network metrics pertaining to performance, availability, and utilization. 
• Leads projects related to network infrastructure improvements, additions, and designs.
• Other duties and responsibilities may be added at the Information Technology Manager's discretion.

OTHER SKILLS/QUALIFICATIONS

• Familiarity with installation and deployment of Microsoft server operating systems, Fortinet perimeter equipment, and phone systems.
• Ability to travel to other locations within central Florida to service and maintain systems in other offices.
• Ability to be polite under pressure and adapt to unexpected situations.
• Must be cooperative and willing to assist others.
• Must possess basic language skills to write and speak clearly, effectively, and appropriately to business standards.
• Must have basic typing skills.
• Must be able to make sound decisions, recognize potential problems, and take appropriate corrective action.
• Must be well organized, accurate, and attentive to details.

EDUCATION &/OR EXPERIENCE

Required

• Associate's degree in a related field.
• Cisco Certification (CCNA or equivalent experience.)

Preferred

• Bachelor's degree in a related field or 10 years of network engineering experience.
• Cisco Certification (CCNP).
• Microsoft Certification (MCSE or MCITP).

PHYSICAL DEMANDS 

Must be able to lift and handle equipment of up to 75lbs. Must be able to do sedentary work. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

WORK ENVIRONMENT 

Professional environment working minimum 40 hours per week; Occasional weekend, overtime, and non-core business hours work is also required. Must be accustomed to professional, business office environment in manner and dress; must demonstrate excellent human relations skills with customers and bank employees. 

COMPLIANCE WITH REGULATORY REQUIREMENTS 

Each associate is responsible for compliance with all applicable regulatory requirements affecting the banking industry as well as applicable Citizens Bank & Trust programs, policies and procedures. When an associate has supervisory responsibilities, he or she will make certain that their staff understands their responsibilities to comply with applicable regulatory issues and internal programs, policies and procedures. 

POSITION DESCRIPTION 

POSITION TITLE: Security Analyst
DEPARTMENT: Information Systems and Technology
CLASSIFICATION: Non-Exempt 

REPORTING RELATIONSHIP 

POSITION REPORTS TO: Information Technology Manager
POSITIONS SUPERVISED: None 

POSITION SUMMARY

 The position will provide security analytics and oversight for Information Technology host and network solutions. The analyst will collaborate with the Information Technology team and business areas to perform remediation, incident response, installations, and configuration modifications. The analyst will also be expected to manage and lifecycle all aspects of the security infrastructure for the Bank. This position is based out of the corporate office in Lake Wales, Florida and receives direction from the Information Technology Manager. 

ESSENTIAL DUTIES & RESPONSIBILITIES 

• Provide excellent customer service.
• Manage Fortinet security products and services.
• Manage Cisco Sercure Endpoint deployments and other anti-virus applications.
• Ensure all hosts are anti-virus compliant.
• Ensure all hosts are patch compliant.
• Perform quarterly vulnerability scans and the necessary remediation.
• Perform bi-annual phishing assessments.
• Monitor daily network flows and IPS reports for anomalous activity.
• Periodically review network ACL's and provide recommendations.
• Basic understanding of networking concepts with the ability to read logs and network flows.
• Coordinate with a MSSP to identify and investigate security alerts.
• Investigate cyber security incidents.
• Document design and solution changes via IT knowledge articles and information sharing.
• Other duties and responsibilities may be added at the Information Technology Manager's discretion.

OTHER SKILLS/QUALIFICATIONS

• Ability to travel to other locations within central Florida to service and maintain systems in other offices.
• Ability to be polite under pressure and adapt to unexpected situations.
• Must be cooperative and willing to assist others.
• Must possess basic language skills to write and speak clearly, effectively, and appropriately to business standards.
• Must have basic typing skills.
• Must be able to make sound decisions, recognize potential problems, and take appropriate corrective action.
• Must be well organized, accurate, and attentive to details.

EDUCATION &/OR EXPERIENCE

Required

• Associate's degree in a related field.
• 2 years security related experience.

Preferred

• Bachelor's degree in a related field.
• CompTIA Security+ or other entry level security certification.
• SIEM experience.

PHYSICAL DEMANDS 

Must be able to lift and handle equipment of up to 75lbs. Must be able to do sedentary work. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

WORK ENVIRONMENT 

Professional environment working minimum 40 hours per week; Must be accustomed to professional, business office environment in manner and dress; Must demonstrate excellent human relations skills with customers and bank employees. 

COMPLIANCE WITH REGULATORY REQUIREMENTS 

Each employee is responsible for compliance with all applicable regulatory requirements affecting the banking industry as well as applicable Citizens Bank & Trust programs, policies and procedures. When an employee has supervisory responsibilities, he or she will make certain that their staff understands their responsibilities to comply with applicable regulatory issues and internal programs, policies and procedures.