Commercial Banking Proposal Manager

Are you excited to be at the forefront of shaping the bank’s strategic client relationships by managing complex proposals and delivering tailored solutions that drive business growth? You have found the right team!

As a Proposal Manager 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, merchant services, and healthcare payments. You will collaborate with sales and product teams to create client-focused, concise, compelling, and compliant proposals that strategically position . Morgan.

Job Responsibilities

• Manage the RFP response process, including planning, writing, editing, and proofreading.
• Analyze RFP requests and provide consultative suggestions to develop solutions and highlight differentiators.
• Facilitate kickoff calls and proposal-related meetings, serving as the central point of contact.
• Communicate bid expectations to writers and the deal team, ensuring consistent messaging.
• Incorporate win themes and features/benefits into proposals and collaborate on graphical elements.
• Identify and resolve issues, escalating to management as needed, and coordinate draft reviews.
• Manage multiple projects and deadlines, ensuring high-quality submissions.
• Translate technical information into client-friendly language.

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in business, economics, finance, or a related field.
• Strong business writing and grammar skills, with proficiency in Microsoft Word and Adobe Professional.
• Self-starter, detail-oriented, well-organized, and able to multi-task effectively.
• High level of independence, energy, and integrity, with strong communication and interpersonal skills.
• Ability to work effectively as a team member on multiple projects with tight deadlines.

Preferred Qualifications, Capabilities, and Skills

• Understanding of government bidding/corporate procurement requirements and processes.
• Knowledge of treasury services or commercial card products and services.
• Project management experience.