What are the responsibilities and job description for the Probate & Guardianship Associate position at Seacoast Bank?
JOB SUMMARY:
The Probate & Guardianship Associate will be responsible for opening Estate, Guardianship and Cuban Blocked Accounts, along with being knowledgeable of court documents and bank account requirements. Associate should be well versed in the field of Probate and Guardianship and display excellent customer service skills as daily communications and interaction will be with Attorneys and paralegals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Process routine account transactions.
- Process disbursements via cashier’s check per court order.
- Process account closings per court order.
- Process outgoing wires per court order.
- Scan new accounts and documentation into system.
- Receives and sort mail for the department.
- Coordinates courier drop-offs and pick-ups.
- Processes internal transfers.
- Report suspicious activity to the BSA/AML department.
- Process all monthly scheduled disbursements and transfers on the first of the month per court order.
- Create brand awareness at community, charitable and civic events as a bank ambassador.
- Adhere to the highest legal and ethical standards applicable to our industry, while observing both the spirit and letter of all government regulations and laws, and bank policies and procedures.
- This job description in no way states or implies that these are the only duties to be performed by this employee in this role. The incumbent is required to follow any other instructions and to perform any other duties requested by his or her supervisor/manager.
- Adhere to Seacoast Bank’s Code of Conduct.
EDUCATION and/or EXPERIENCE:
- High School Diploma or equivalent required.
- 2 years college degree minimum or the equivalent experience required.
- Bilingual (fluent verbal and written) preferred.
- Demonstrate excellent communication (written and verbal) and interpersonal skills.
- Able to work independently and exercise a high degree of initiative.
- PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
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.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
