Probate & Guardianship Manager

Seacoast Bank Careers•Miami, FL

20h

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 accountable for the team's performance. The Manager builds confidence and trust through honesty, integrity, and authenticity. The Manager oversees business activities, identifies problem areas, and delivers quality inspection outcomes in accordance with Risk and Compliance policies and procedures. The role may provide multi-regional support to internal partners, serves as the department's liaison for operational issues, and acts as the primary liaison for complex, escalated situations. The Manager also supports customer satisfaction and cross-selling activities, including enrollment in self-service products and processes. The position is responsible for department audits and for maintaining and testing Business Continuity Plans and Recovery Procedures in the areas of responsibility. The Manager ensures issues found through testing or audits are addressed and mitigated, and conducts annual team awareness training on response strategies and recovery action plans. All associates must comply with Seacoast Bank's Code of Conduct and applicable legal, ethical, regulatory, and risk-mitigation requirements, including completing required annual training on time.

Requirements

High school diploma or equivalent.
Bachelor's degree or at least 8 years of retail sales and/or financial services experience.
At least 4 years of previous supervisory experience.
Strong knowledge of BSA/OFAC policies.
Knowledge of laws and regulations 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 achieve desired results.

Responsibilities

Work with the Probate and Guardianship Director to develop projects, procedures, and statewide strategies that improve the business's profitability, efficiency, and performance.
Inspect Probate and Guardianship business activities, detect problem areas, and deliver quality inspection outcomes in accordance with Risk and Compliance policies and procedures.
Provide multi-regional support to internal partners as needed.
Coach the Probate and Guardianship team to create positive customer experiences and support customer expansion and profitability goals.
Lead the team in providing exceptional customer service and assess and coach associates, provide constructive feedback, improve effectiveness, and ensure accountability.
Foster teamwork, build team morale, recognize associates, and maintain a positive working environment.
Serve as the primary liaison for complex, escalated situations and as the department's liaison for operational issues.
Fulfill talent management responsibilities, including succession planning, attracting and retaining talent, and developing bench strength.
Build trusting and cooperative working relationships with customers and associates.
Perform department audits.
Lead customer satisfaction and cross-selling activities aimed at enrolling customers in self-service products and processes.
Escalate BSA/OFAC red flags to support compliance with laws and regulations.
Continuously seek operational efficiencies and escalate areas needing improvement to the branches.
Embrace new technology and stay current on industry changes to encourage idea generation and innovation.
Maintain and test Business Continuity Plans and Recovery Procedures for areas of responsibility.
Ensure issues identified through testing or audit results are addressed and mitigated.
Conduct annual team awareness training on response strategies and recovery action plans.
Adhere to Seacoast Bank's Code of Conduct and applicable legal, ethical, regulatory, and risk-mitigation requirements, including timely completion of required annual training.