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SouthState Bank · 4 days ago

Treasury Management RFP Specialist

Charlotte, NC

Full-time

Hybrid

Entry, Mid Level

$66K/yr - $106K/yr

2+ years exp

SouthState Bank is a trusted financial partner known for its commitment to helping customers move forward. The Treasury Management RFP Specialist is responsible for crafting responses to RFPs and coordinating with teams to secure new business opportunities while maintaining proposal quality and compliance.

BankingFinanceFinancial ServicesLendingWealth Management

Responsibilities

Crafting compelling and precise responses to Requests for Proposals (RFPs)

Coordinating with cross-functional teams to ensure seamless integration and alignment of contributions

Maintaining a library of RFP responses and materials

Leading and independently determining the end-to-end bid management and pre-sales process

Collaborating with stakeholders to develop bid strategies aligned with business objectives

Conducting thorough market research and competitor analysis to identify key differentiators

Developing comprehensive bid plans, timelines, and resource allocation

Identifying and utilizing tools to ensure an efficient and smooth bid management process

Leading the bid team in creating compelling proposals that showcase capabilities and value proposition

Writing and editing proposal content, ensuring clarity and conciseness

Coordinating with subject matter experts to gather relevant information and technical details

Identifying potential risks and challenges associated with bids and proposing mitigation strategies

Ensuring all submissions adhere to RFP requirements and organizational standards

Approving final proposal documents before submission

Identifying and implementing improvements in the proposal development process

Evaluating proposal content quality and tracking proposal win rates and submission timeliness

Collaborating with various teams to gather input for proposals

Fostering strong relationships with key internal and external stakeholders

Overseeing the final preparation and submission of bids and proposals

Coordinating with the bid team to ensure all documentation is accurate and complete

Qualification

Proposal writingTreasury Management knowledgeProject managementBanking experienceAnalytical skillsCross-functional leadershipTechnical aptitudeCommunication skillsAttention to detailCollaborationCreative problem-solving