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Chase · 2 months ago

Proposal Associate/Writer - Commercial Banking

1111 Polaris Pkwy, Columbus, OH, 43240, US

Full-time

Onsite

Mid Level

$74K/yr - $99K/yr

3+ years exp

Chase is a leading financial institution, and they are seeking a Proposal Associate in the Commercial Banking Sales organization. This role involves managing and writing responses to Requests for Proposals (RFPs) for treasury services and commercial card products, collaborating with sales and product teams to create compelling proposals.

BankingFinancial Services

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

Qualification

Proposal writingTreasury managementCommercial card servicesHealthcare payment servicesMicrosoft WordAdobe ProfessionalBusiness writingInterpersonal skillsTeam collaborationDetail orientedTime management

Required

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