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Payments - Product Proposals - Senior Associate
senior · Sales & Business Development
Are you excited to be at the forefront of shaping the bank’s strategic client relationships by working on complex proposals and delivering tailored solutions that drive business growth? You have found the right team!
As a Proposal Associate in Commercial Banking Sales within the Commercial & Investment Bank, you will independently manage end-to-end RFP responses for treasury services, commercial card, and healthcare payment solutions, partnering with Sales, Product, and subject matter experts to write, edit, and proofread concise, client-focused, and compliant proposals that are complete, well positioned, and support strategic client growth, with the opportunity to progress into actively managing complex, multi-product proposals as you build expertise.
Job Responsibilities
- Incorporate and revise pre-approved written responses as well as newly crafted responses into proposals
- Write custom, client-specific sections of the proposals Incorporate winning themes and features/benefits into the solution
- Ensure proper and consistent messaging by proofing, editing, and rewriting all sections of the document as required
- Identify any additional narrative needs and consult with subject matter experts to clarify details and develop custom responses
- Incorporate graphical elements materials and help identify any additional graphic needs and work with graphic artists to develop and finalize
- Translate and map technical information into language understood by all levels of clients
- Understand the client’s RFP request and provide consultative advice to deal team
- Research topics, gather and analyze information and background materials
- Submit newly crafted sections to content management team to create new, re-usable proposal content
Required qualifications, capabilities, and skills
- A 3+ years of sales, implementation or support of treasury management, commercial card or healthcare payment services
- A 2+ years technical, business or proposal writing experience in banking or Treasury Sales products.
- Excellent business writing and grammar skills are essential
- Intermediate to advanced Microsoft Word and Adobe Professional proficiency required
- Proven ability as a self-starter, detail oriented, well organized and able to multi-task effectively
- High level of independence, energy and integrity; demonstrates respect for a diversity of opinions and styles, and accepts accountability and responsibility
- Exceptional communication and interpersonal skills
- Ability to work effectively and efficiently as a team member on multiple projects with tight deadlines
- Schedule flexibility to meet deadlines with the ability to work flexible hours as required during critical phases of the project
- Ability to develop and maintain a broad knowledge of Treasury Sales and Commercial Card products as well as the technology, equipment, operations processes and systems commonly used
Preferred qualifications, capabilities, and skills
- Understanding of government bidding/ corporate procurement requirements and process
- Knowledge of Treasury Sales or commercial card products and services