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Commercial Banking - Proposal Team - AssociateThe 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.RoleThe 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 prooing 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
QualificationsA 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 SkillsUnderstanding of government bidding/ corporate procurement requirements and process
In-depth knowledge of TS or commercial card products and services
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 "WELL 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.Equal Opportunity Employer/Disability/Veterans
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