Probate & Guardianship Manager

JOB SUMMARY
The Probate and Guardianship Manager is responsible to work alongside the Probate and Guardianship Director in the development and implementations of statewide strategies focused on increasing the profitability, efficiency, and performance of Probate and Guardianship. Additionally, the position is expected to lead and develop the Probate and Guardianship support team and is responsible for their performance. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Work alongside the Probate and Guardianship Director to further enhance the Seacoast Bank Probate and Guardianship to include the development of projects and procedures.


• Responsible for inspecting Probate and Guardianship business activities, detection of problem areas, and delivering quality inspection outcomes as it relates to our Risk and Compliance based policies and procedures.


• May provide multi-regional support as it relates to the internal partners.


• Function as customer service manager, working alongside the Probate and Guardianship Director in coaching the Probate and Guardianship team in ways to create positive brand experience for existing customers to support the expansion goals and the increase of profitability of Probate and Guardianship.


• Lead the Probate and Guardianship team to ensure they are providing exceptional customer service.


• Assess and coach Probate and Guardianship Associate team while providing constructive feedback to increase overall effectiveness and ensure accountability.


• Foster a positive working environment and maintain a spirit of teamwork among staff.


• Perform as primary liaison for complex, escalated situations.


• Fulfill talent management accountabilities including succession planning, attracting, and retaining top talent, and continuously developing strong bench strength.


• Develop trusting & cooperative working relationships with customers and associates. Maintain a positive working environment by building team morale and providing ongoing recognition.


• Perform department audits


• Lead Customer satisfaction and cross sell activities directed towards enrolling customers in self service products/processes.


• Escalate BSA/OFAC red flags to ensure department’s compliance with laws and regulations.


• Serve as the department’s liaison for operational issues of Probate and Guardianship. Continually strive to improve operational efficiencies in all areas supervised and escalate any areas in need of improvement to the branches.


• Embrace new technology and remain up to date on industry changes to create an open environment that fosters idea generation and innovation.


• Responsible for the maintenance and testing of the Business Continuity Plans and Recovery Procedures for areas of responsibility. Ensures that issues identified through testing or Audit results are appropriately addressed and mitigated. Also responsible for conducting annual awareness training with team members to familiarize them with key information on response strategies and recovery action plans.


• Adhere to Seacoast Bank’s Code of Conduct.

EDUCATION and/or EXPERIENCE:

• High School Diploma or equivalent required.


• Bachelor’s degree or 8+ years in retail sales and/or financial services experience required.


• 4+ years of previous supervisory experience required.


• Strong knowledge of BSA/OFAC policies.


• Knowledgeable of the laws applicable to money laundering, including the Bank Secrecy Act, the USA PATRIOT act, US Treasury AML guidelines, OFAC requirements, and Suspicious Activity Reporting requirements.


• Strong understanding of testing and quality assurance standards, processes, and techniques.


• Proficient in all consumer lending products.


• Demonstrate excellent communication (written and verbal) and interpersonal skills.


• PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.


• Able to proactively lead, manage, motivate and coach associates to produce desired results.

DISCLAIMER:
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities