Probate & Guardianship Manager

Seacoast Bank•Tampa, FL

About The Position

The Probate and Guardianship Manager works alongside the Probate and Guardianship Director to develop and implement statewide strategies that increase the profitability, efficiency, and performance of Probate and Guardianship. The role leads and develops the Probate and Guardianship support team and is responsible for its performance. The Manager is expected to build confidence and trust through honesty, integrity, and authenticity. The position oversees Probate and Guardianship business activities, inspections, audits, customer service, risk and compliance practices, operational issues, and business continuity planning. It also coaches and develops associates, supports customer satisfaction and cross-selling efforts, handles complex escalations, and promotes a positive, innovative, and collaborative working environment. Associates must comply with Seacoast Bank’s Code of Conduct and applicable legal, regulatory, ethical, and risk-mitigation requirements, including required annual training.

Requirements

High school diploma or equivalent required.
Bachelor’s degree or 8+ years of retail sales and/or financial services experience required.
4+ years of previous supervisory experience required.
Strong knowledge of BSA/OFAC policies.
Knowledge of laws and requirements applicable to money laundering, including the Bank Secrecy Act, USA PATRIOT Act, U.S. Treasury AML guidelines, OFAC requirements, and Suspicious Activity Reporting requirements.
Strong understanding of testing and quality assurance standards, processes, and techniques.
Proficiency in all consumer lending products.
Excellent written and verbal communication and interpersonal skills.
PC proficiency with desktop, laptop, tablet, and smartphone devices, as well as Microsoft Office Suite software.
Ability to proactively lead, manage, motivate, and coach associates to produce desired results.

Responsibilities

Work alongside the Probate and Guardianship Director to develop projects and procedures that enhance the Probate and Guardianship business.
Inspect Probate and Guardianship business activities, identify problem areas, and deliver quality inspection outcomes related to risk and compliance policies and procedures.
Provide multi-regional support to internal partners as needed.
Work with the Director to coach the team on creating positive customer experiences that support expansion and profitability goals.
Lead the Probate and Guardianship team in delivering exceptional customer service.
Assess and coach Probate and Guardianship Associates, provide constructive feedback, improve effectiveness, and ensure accountability.
Foster a positive work environment and teamwork among staff.
Serve as the primary liaison for complex, escalated situations.
Fulfill talent management responsibilities, including succession planning, attracting and retaining talent, and developing bench strength.
Build trusting and cooperative relationships with customers and associates, maintain team morale, and provide ongoing recognition.
Perform department audits.
Lead customer satisfaction and cross-selling activities that encourage customers to enroll in self-service products and processes.
Escalate BSA/OFAC red flags to support compliance with laws and regulations.
Serve as the department liaison for operational issues and continually improve operational efficiency; escalate areas needing improvement to the branches.
Keep up to date with new technology and industry changes, fostering idea generation and innovation.
Maintain and test Business Continuity Plans and Recovery Procedures for areas of responsibility, address and mitigate issues identified through testing or audits, and conduct annual team awareness training on response strategies and recovery plans.
Adhere to Seacoast Bank’s Code of Conduct and applicable legal, regulatory, ethical, and risk-mitigation requirements, including required annual training.