Citizens Bank & Trust, Inc. - Lookout Mountain (GA)

Keith E. Floyd Personal and professional service.

Bennie Bates At that time of my writing this, we have just completed taxes for 2024. I had my personal and business taxes done by Christine and her team. Ive had poor experiences in the past with CPAs and was weary, but she came recommended from a coworker. I was blown away on day 1. Christine personally met with me for a free consultation. She had papers laying out everything including the flat rates for all services and the program they use to upload documents (and instructions on how to use it). The team was very communicative and worked quickly. I only ever got messages if they needed something directly from me. Next thing I know, the taxes are done! I was fully expecting to owe thousands of dollars due to my contractor status..... but Christine got me a refund!! (I havent gotten a refund in YEARS!) Unless something crazy happens, this was by far the best process Ive ever had done. I will use Christine again for 2025 and would highly recommend her to anybody!

Matthew Andrews The branch manager Shirley Rush is an amazing lady. I had called CS prior to showing up to inform them I had fraud on my card and needed to pick up a new card in branch. The CS didnt inform the canton branch I was rushing to get there after work and so I arrived at 5:03. The doors we locked and I seen Shirley at the door. She kindly asked me if I needed help and allowed me to come in even after closure to help me out as I had drived 40 minutes to get there. Shirley encouraged her team to help and they were extremely kind as if I showed up earlier that day. I will be forever grateful for her allowing me to still receive help when the CS agent couldnt do so. She also was exceptional the first time I enrolled in a new account. Thank you Shirley!

Wadene Welch Wonderful financial planning experience.

Lisa Robin Very helpful! Customer service was knowledgeable and able to answer questions and provide helpful information.Branches in several counties went above and beyond to answer my questions.

KC Pablo The owner is pretty cool. She let me watch tv and offered me snacks. 10/10 customer service.