Officer job description

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GENERAL FUNCTION:
Treasury Management Officer will focus on generating new business from prospects and under-penetrated clients. You may also work jointly with a Relationship Manager on well-penetrated clients who present challenges due to size and/or complexity.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:
Drive the development of new profitable business with a designated portfolio of prospects and clients.Develop strategic sales plans and execute them in coordination with relationship managers, other Treasury Services colleagues, and the Relationship Management coverage team, as appropriate.Manage client visitation and contact.Understand the clients' business environments, strategies, and industry to better determine their requirements, identify potential new business opportunities and provide the appropriate solution(s).Understand the competitions' capabilities and gaps, and how to position Fifth Third against them.Promote sales through frequent client meetings and discussions covering new products, market and industry developments.Manage proposal writing and the entire sales process.Develop and enhance in-depth client knowledge and sharing client risk.Work closely with the appropriate Relationship Managers to drive efforts to expand existing business with current clients, provide feedback to product managers.Generate cross-sell opportunities by maintaining strong working relationships with other lines of business.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
Possess 5-7 years of large corporate cash management, sales and relationship management experience.Strong working relationships with clients and colleagues.Ability to generate ideas, identify and drive the development of new business.Demonstrate excellent/strong selling and negotiation skills.Demonstrate excellent/strong verbal and written communication skills.Possess strong industry/market expertise.Demonstrate strong time management, organizational and planning skills.Possess strategic thinking skills.Ability to mobilize internal networks and resources.Ability to use various PC and internet-based systems to manage their business portfolio.Ability to obtain Series 7 and 63 licenses.Demonstrate cultural sensitivity and awareness.Possess knowledge and understanding of Fifth Third products, credit process, overdraft management discipline, and pricing philosophy preferred.
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Large Corp TM Officer III

LOCATION -- Chicago, Illinois 60606

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Bachelor’s degree required; Master’s preferred with a minimum of 5 years of experience in grant fundraising together with excellent interpersonal, organizational, analytical, and writing skills, and an ability to work with all levels of administration required. Candidates must be computer proficient, particularly in Microsoft Office (Word and Excel). Experience with Blackbaud Raiser’s Edge preferred. Must be well organized and able to meet deadlines. Strong editing and proofreading skills are essential.

Knowledge and Skill:

1. Manages institutional relationships with existing and potential funders for the purpose of drawing them closer to the mission of the CNE System and/or specific operating units. Effectively identifies philanthropic grant prospects and utilizes a variety of prospect tools to including grant alerts on-line databases and publications.
2. Demonstrates initiative and innovation in developing/enhancing strategies to optimize results in grant funding. Increases and refines the use of development software for grant research and tracking on an on-going basis.
3. Communicates and collaborates with department leaders throughout Care New England to match funding opportunities with their program and activity needs.
4. Writes accurate and thorough grant proposals in accordance with established guidelines. Solicits and obtains information from departments throughout CNE for use in grant applications. Promptly follows-up on issues concerning grant compliance and advises team of any potential problems. Ensures all deadlines and other criteria are met in conjunction with grant applications.
5. Manages grant stewardship and reporting by initiating and coordinating the timely development and submission of reports with appropriate OU personnel to fulfill grant obligations. Utilizes Raiser’s Edge to track grant report deadlines and requirements and ensures the timely and complete submission of fiscal and programmatic reports to funding sources. Coordinates with relevant program managers and staff to obtain information necessary to meet grant reporting requirements.
6. Develops and maintains a network of donor prospects by proactively managing the relationships between CNE and OU program leaders and potential funders. Works closely with Philanthropy team members on strategies, planning and implementation of department activities and relevant events.
7. Identifies and provides philanthropy best practice grants research data as needed.
8. Protects and preserves patients’, donors’ and employees’ rights to confidentiality.
9. Performs other duties as assigned or directed.

US-OR-Portland

Type: Regular Full-Time
System Office 1919 Building

Overview

At Legacy, we strive every day to make life better for others. Our committment to compliance reflects our dedication to quality healthcare and patient privacy.

Together, we will follow the Legacy mission of making life better for others. Your strong leadership skills and knowledge of privacy practices, combined with your genuine concern for the confidentiality of protected health information, help to fulfill the Legacy mission of making life better for others.

This is a hybrid-remote position - incumbents, who reside in Oregon or Washington only, may work 2-3 days a week at an assigned Legacy Health location, and other days may work remotely at home, on the road or in a satellite location for the remainder of their workweek.

All new hires are required to come to a designated Legacy Health office location in Portland, Oregon prior to their start date for a new hire health assessment and to complete new hire paperwork.

Note that our employee health plan coverage is for providers based in the Legacy Health geographic region. To find providers in our network click here . Urgent and emergent coverage is available outside the geographic region and telehealth is available within Oregon and Washington.

This career opportunity requires residence in Oregon or Washington. This position may require initial training and orientation to be site-based, before transitioning to the hybrid schedule.

Responsibilities

The role of the Privacy Officer is essential to minimizing Legacy's exposure to compliance risk and reputational harm resulting from data breaches and other violations of the federal Privacy Rule and similar state privacy laws and regulations.

The Privacy Officer is responsible for the organization's Privacy Program ("Program"). The Privacy Officer will monitor compliance with federal and state privacy regulations, as well as general industry privacy standards related to protected health information and other restricted or sensitive information collected, used, and/or retained.

This includes accountability for researching and serving as a subject matter expert on highly complex privacy issues, and for translating relevant state, federal regulations, and industry privacy standards into policy, guidance, tools, best practices, and metrics, resulting in a system-wide privacy compliance program.

This position contributes to the fulfillment of the Legacy's mission, values, and philosophy by serving as the subject matter expert on laws, regulations, policies, and procedures relating to the protection of private and confidential information. The privacy officer will oversee the daily operations of the program, development, implementation, and maintenance of policies and procedures, investigation and tracking of incidents and breaches and insuring patients' rights in compliance with federal and state laws.

This position plans, coordinates, manages, and conducts risk assessments and independent compliance reviews to evaluate compliance within Legacy and all hospitals and other sites of care with all applicable state and/or federal regulations and Legacy policies (including the Standards of Business Conduct) that relate to privacy.

Qualifications

Education:

Bachelor's degree in business, healthcare, or related field. Master's degree preferred.

Experience:

Work requires a three to five years' experience in administering a privacy program within the healthcare industry . Demonstrated ability to proactively identify and manage risks and develop appropriate internal controls.

Proficient knowledge of laws, regulations, and standards related to health care compliance. Extensive familiarity with health care relevant legislation and standards for the protection of health information and patient privacy.

Skills:

Leadership ability to work throughout the system to accomplish the objectives of the organization.

Strong interdepartmental collaboration skills: willingness to engage across teams and demonstrates the ability to lead indirectly through influence. Leadership skills necessary to promote a compliance-oriented culture within the organization.

Organizational skills both to function independently and to work closely with other professionals using a team approach.

Judgment skills to make appropriate decisions.

Ability to handle multiple demands and to respond rapidly to changing priorities.

Demonstrated problem-solving, research, analytical, presentation, facilitation, organizational, consultation and training skills.

PC-based computer skills.

A high level of integrity and trust

Demonstrated skills in collaboration, teamwork, and problem-solving to achieve goals

Demonstrated skills in verbal communication and listening

Demonstrated skills in providing excellent service to customers

Excellent writing skills

LEADING AT LEGACY

Demonstrates the ability to act consistently with Legacy's Values in Action, exemplifies our core organizational values, and exhibits the leadership competencies outlined in Leading at Legacy.

Equal Opportunity Employer/Vet/Disabled

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