Job Description

The Commercial Banking Proposals team (CB Proposals) is part of the Wholesale Payments Product Delivery organization. The team supports treasury, commercial card and healthcare payment services requests for proposals (RFPs) from Commercial Banking, Business Banking, Corporate & Investment Banking and InstaMed sales organizations. CB Proposals works with sales and product team members to create client-focused, concise, compelling and compliant proposals in response to RFPs.

Role

The Proposal Team actively manages the process and writes proposals in response to RFPs for treasury services and commercial card products. This role works in a team environment, managing, writing, editing and proofreading responses to multi-product requests for proposals (RFPs). The team works within established and inflexible periods to meet proposal deadlines. Team members may be required to independently manage and complete proposals, ensuring that responses are customer centric, complete and compliant. Proposal team members:

* Prepare a project plan with assigned deliverables and deadlines and proactively manage the project against proposal timelines
* Analyze RFP requests, offer consultative suggestions to develop proposal solutions, highlight differentiators and guide the deal team to strategically position J.P. Morgan
* Facilitate and host kickoff calls and other proposal-related meetings
* Act as the central point of contact for the deal team throughout the proposal process
* Identify and resolve issues and escalate issues to management, as appropriate
* Clearly communicate expectations for each bid to assigned writers and the deal team
* Incorporate win themes and features/benefits into the proposal
* 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
* Efficiently manage multiple, overlapping projects and deadlines
* Coordinate all proposal draft reviews
* Track and archive LOB/firm-level approvals, as necessary
* Finalize and produce printed copies of RFP responses using an online tool and copy center
* Submit newly crafted sections to content management team to create new, re-usable proposal content

Qualifications

* A minimum of 3 years experience with sales, implementation, or support of treasury management services
* A minimum of 2 years technical, business or proposal writing experience preferably in banking/TS 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 TS and Commercial Card products as well as the technology, equipment, operations processes and systems commonly used
* College degree (BA or BS) required

Preferred Skills

* Understanding of government bidding / corporate procurement requirements and process
* In-depth knowledge of TS or commercial card products and services
* Project management experience

The final officer title and job grade is at the discretion of the firm and will be discussed at the time of offer. It may be different from what is listed on the requisition based on candidate experience level.