Proposal Associate/Writer - Commercial Banking

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 the Commercial Banking Sales organization within the Commercial and Investment Bank, you will play a critical role in managing and writing responses to Requests for Proposals (RFPs) for treasury services, commercial card, and healthcare payment services. You will collaborate with sales and product teams to create client-focused, concise, compelling, and compliant proposals that strategically position . Morgan.

The Proposal Team actively manages the process and writes proposals in response to RFPs for treasury services and commercial card products. This role begins working with the bank's proposal team members and other subject matter experts to write proposals in response to client/prospect RFPs. The Associate must independently manage projects from start to finish, ensuring that responses are complete, compliant and well positioned.

After successfully writing proposals this role has the opportunity to transition into actively managing proposals which includes working in a team environment, managing, writing, editing and proofreading responses to multi-product RFPs.

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 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 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 qualifications, capabilities, and skills

• Understanding of government bidding/ corporate procurement requirements and process
• Knowledge of TS, merchant, and/or commercial card products and services