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Mark Shapiro Joins Citizens Bank & Trust as Residential Lender

Friday, November 18th, 2016

shapiro-mark_57Citizens Bank & Trust is pleased to announce the newest addition to its experienced lending team. Mark Shapiro is the newest Residential Lending Officer, based out of the Haines City location, and brings multiple years of banking/mortgage origination to the table.

Born and raised right here in Polk County, Shapiro took two decades of retail sales and leadership experience into the financial industry with a transition into retail banking with Bank of America. From there, he moved into residential loan origination and has become an experienced and respected player in his field by serving multiple financial centers across the County.

Shapiro is armed with a BAS in Supervision & Management from Polk State College.

“Mark brings tremendous experience to our team,” said Citizens Bank & Trust President Greg Littleton. “After nearly a century of banking here in Polk County, we’re constantly striving to improve our team and customer service efforts for our customers on all levels. With the addition of Mark, we are doing just that.”

Citizens Bank and Trust, founded in 1920 in Frostproof, Florida, is a full service financial institution providing personal and commercial banking deposit and loan products, along with Trust & Investment services. Branches are located in Auburndale, Bartow, Dundee, Frostproof, Haines City, Lake Wales, Lakeland and Winter Haven. For more information on Citizens Bank and Trust visit www.citizens-bank.com.

Nathan Adams Joins Citizens Financial Group

Monday, May 9th, 2016

Nathan Adams has been hired as an Infinex Financial Advisor with Citizens Financial Group, a subsidiary of Citizens Bank & Trust.

“We are excited about Nathan joining our team”, said Citizens Bank & Trust President Greg Littleton”.  “As we strategically grow our Wealth Management Department, we look for those individuals who not only have a strong financial services background, but who also have a customer-centric approach to investment management.  Nathan, along with our entire wealth management team, fits that perfectly.”

Adams is a Certified Wealth Strategist, and was previously Assistant Vice President/Wealth Management Advisor for the Ingram Financial Group in Winter Haven.  His experience includes financial advising, including insurance, tax and retirement planning.  Adams holds a B.S. in Finance from Florida State University.

Citizens Bank & Trust, founded in 1920 in Frostproof, Florida, is a full service financial institution providing personal and commercial banking deposit and loan products, along with trust and investment services.  Branches are located in Auburndale, Bartow, Dundee, Frostproof, Haines City, Lake Wales, Lakeland and Winter Haven.  For more information on Citizens Bank & Trust, visit www.citizens-bank.com.

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Citizens Financial Group is a subsidiary of the bank.  Infinex is not affiliated with either entity.  Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

 

Citizens Bank & Trust Shifts Management Roles; Makes New Hire

Monday, February 8th, 2016

LAKE WALES, FL – Citizens Bank & Trust is pleased to announce several changes within the bank’s senior management team, as well as the hiring of a new Trust and Wealth Management advisor.

“As we continually evaluate our successful leadership and management potential in numerous roles here at the bank, we’ve made some recent changes that positively reflect and echo our principles,” said Citizens Bank & Trust President Greg Littleton. “As we approach our centennial milestone of being a trusted financial institution here in Polk County, we feel these corporate changes will help us serve the needs of our clients even better.”

Weymon Snuggs, former Executive Vice President / Chief Consumer Officer, has been named the bank’s new Chief Operating Officer. Snuggs will oversee all production lines of business for the bank and its 12 Polk County office locations.

Bonnie Parker, Senior Vice President / Private Banking Officer, has been elevated to the position of Director of Private Banking & Wealth Management. Parker will take on the responsibility of managing the entire private banking team as well as the bank’s Trust and Wealth Management Department.

Robert Loftin has been named the bank’s Senior Vice President / Chief Commercial Officer. Loftin now heads the commercial department and oversees all commercial loan responsibilities.

  1. Theron Stangry, former Executive Vice President / Chief Commercial Executive, is moving to a part-time position within the bank as Business Development Officer. “It is just fantastic that after 43 years in banking, I have the opportunity to spend more time with my family while still doing what I love,” said Stangry. Stangry will be responsible for developing new business and servicing clients in the Lakeland Market, where he formerly worked for over 10 years. He will be working out of the Edgewood Office.

The Trust & Investments Division has a new appointment with its recent hire of Tammy Ferrell. Ferrell is Vice President / Trust Officer, and will handle asset management responsibilities for her clients. Ferrell comes to the bank from Northern Trust, and has over 30 years of experience in fiduciary management.

“We’re excited about these management changes, as well as Tammy being added into our Trust & Wealth Management Division,” said Littleton. “We continue to be the only bank in Polk County with Trust & Investments and Wealth Management all under one roof, servicing our clients.”

Citizens Bank and Trust, founded in 1920 in Frostproof, Florida, is a full service financial institution providing   personal and commercial banking deposit and loan products, along with Trust & Investment services. Branches are located in Auburndale, Bartow, Dundee, Frostproof, Haines City, Lake Wales, Lakeland and Winter Haven. For more information on Citizens Bank and Trust visit www.citizens-bank.com.

 

 

 

Thomas Farthing, Vaughn McAshan Join Citizens Bank & Trust

Monday, October 12th, 2015

Citizens Bank & Trust recently secured two new hires with a combined 78 years of banking experience. Thomas Farthing has been appointed as the bank’s First Vice President / Indirect Manager; Vaughn McAshan has been hired as the bank’s Vice President / Business Banker.

Mr. Farthing comes aboard from his tenure at Wells Fargo as Vice President of Business Development as well as managing dealer services for the bank in Tampa. Prior to Wells Fargo, Mr. Farthing held positions at Barnett, First Federal and Peoples Bank. He is a former chair person for the American Cancer Society as well as a current board member of the Board of Governors of Grasslands Golf & Country Club. He brings 37 years of banking experience to Citizens Bank & Trust.

Mr. McAshan served as the Polk County Market President for Bank of America for four years. He held the title of Senior Vice President of Bank of America as well as Barnett Bank during a 19 year stint. Mr. McAshan is the past president of the Winter Haven Chamber of Commerce, Winter Haven Rotary Club, Lake Region Kiwanis Club, Polk Seminole Booster Club and the Winter Haven Chamber Foundation. He’s also served on numerous community boards along with bringing 41 years of banking experience to the table.

“We are both pleased and fortunate to have Tom and Vaughn join our Citizens Bank & Trust family,” said Citizens Bank & Trust President Greg Littleton. “They are both tremendous assets with incredible financial and management expertise.”

Citizens Bank & Trust, founded in 1920 in Frostproof, Florida, is a full service financial institution providing personal and commercial banking deposit and loan products, along with Trust and Investment services. Branches are located in Auburndale, Bartow, Dundee, Frostproof, Haines City, Lake Wales, Lakeland and Winter Haven. For more information on Citizens Bank & Trust visit www.citizens-bank.com.

Meet our Private Banking Team!

Monday, August 19th, 2013

private_bankers

Our Private Banking Team has recently gained some amazing new members! Bonnie Parker and Tiffani Gozdur joined the Private Banking team in April of this year. They join Georgia Davis, who has been a valuable member of CBT for 7 years. Bonnie and Tiffani are both lifetime residents of Polk County and Georgia has been in this area for over 30 years. This Private Banking team has over 60 years of combined banking experience.

Private Banking has the ability to offer clients very personalized service and act as the one point of contact for ALL of their banking needs. Private banking coordinates the services with other CBT bankers who are available to provide any needed financial management product or service. With Private Banking, the bank comes to your home or office at a time that is most convenient. They are bankers that live and work in PolkCounty, familiar with every community and what’s needed to thrive in this area.

We asked our Private Banking Team where they thought banking was headed in the next 10 years and the answers were very similar. All three women agreed that technology and automation are going to play a huge role in our customers’ current and future banking transactions. After Bonnie recently visited a national mint, she said “I learned that people are using cash less often, and future projections are that even more financial transactions will be processed electronically.” This was a motivating factor behind CBT launching a new internet banking product and mobile banking site/app within the past two years.

All three women are very active members in their communities and Polk County as a whole, serving on numerous boards and working with a variety of civic groups. Georgia also enjoys spending time with her family, specifically her wonderful granddaughters. Tiffani is heavily involved with Girls Inc. of Winter Haven and her two daughters’ busy theater performance and athletic activities.  Bonnie enjoys combining her love of photography and passion for world travel, with experiencing the great outdoors as much as possible.

Citizens Bank and Trust is delighted and honored to have these valued PolkCounty residents as our new Private Banking Team!

A mobile solution for every device!!

Thursday, February 14th, 2013

We rolled out our Android App on February 11th. Just like with our previous Apple release we created a training guide with links to all of our mobile solutions! Let no phone be left behind!

You can now access that training here GoMobile Training.

 

 

Need help with our NEW mobile product?

Thursday, February 2nd, 2012

 

We have a great help guide that outlines the process of activating your mobile access and a direct link to the iPhone/iPad app!

New Website Launched!

Sunday, January 15th, 2012

Okay, you’ve probably already noticed, but we’ve launched our new website and internet banking site!

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