1+ months

Proposal Writer

Chicago, IL 60602
  • Job Code
    210352037

Commercial Banking Proposal Team Associate

The Commercial Banking Proposals team (CB Proposals) is part of the Commercial Banking Solutions organization. The team supports treasury, commercial card and healthcare payment services requests for proposals (RFPs). 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 RFPs. The team works within client-mandated inflexible deadlines. Team members may be required to independently manage and complete proposals. Proposal team members:

  • Prepare a project plan with assigned deliverables and deadlines and proactively manage the project against proposal timelines
  • Facilitate and host kickoff calls and other proposal-related meetings
  • Identify, resolve and escalate issues to management
  • Clearly communicate expectations for each RFP to 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 of sales, implementation or support of treasury management, commercial card or healthcare payment 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


Keyword: card%20services

Commercial Banking Proposal Team Associate

The Commercial Banking Proposals team (CB Proposals) is part of the Commercial Banking Solutions organization. The team supports treasury, commercial card and healthcare payment services requests for proposals (RFPs). 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 RFPs. The team works within client-mandated inflexible deadlines. Team members may be required to independently manage and complete proposals. Proposal team members:

  • Prepare a project plan with assigned deliverables and deadlines and proactively manage the project against proposal timelines
  • Facilitate and host kickoff calls and other proposal-related meetings
  • Identify, resolve and escalate issues to management
  • Clearly communicate expectations for each RFP to 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 of sales, implementation or support of treasury management, commercial card or healthcare payment 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


Keyword: card%20services
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world™s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants™ and employees™ religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the œWELL Health-Safety Rating for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm™s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm™s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer/Disability/Veterans
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.

The Wholesale Payments Product Delivery organization is responsible for scaling and integrating payments platforms across Commercial Banking and the Corporate & Investment Bank, by defining the product strategy, segmenting clients and packing solutions against these segments, determining the end-to-end delivery strategy, managing product launches and enabling the sales teams.

Categories

Posted: 2022-10-06 Expires: 2022-12-23

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

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Proposal Writer

JPMorgan Chase & Co.
Chicago, IL 60602

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