Payments - Product Proposals - Senior Associate

Posted Yesterday
Be an Early Applicant
3 Locations
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Manage end-to-end RFP responses for treasury, commercial card, and healthcare payment solutions. Write, edit, and proofread client-focused proposals, translate technical details for stakeholders, coordinate subject matter experts and graphics, and submit reusable content to a content management team. Support sales with consultative advice and research to drive strategic client growth.
Summary Generated by Built In

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 Commercial Banking Sales within the Commercial & Investment Bank, you will independently manage end-to-end RFP responses for treasury services, commercial card, and healthcare payment solutions, partnering with Sales, Product, and subject matter experts to write, edit, and proofread concise, client-focused, and compliant proposals that are complete, well positioned, and support strategic client growth, with the opportunity to progress into actively managing complex, multi-product proposals as you build expertise.


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 3+ years of sales, implementation or support of treasury management, commercial card or healthcare payment services
  • A 2+ years technical, business or proposal writing experience in banking or  Treasury Sales 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 Treasury Sales and Commercial Card products as well as the technology, equipment, operations processes and systems commonly used

Preferred qualifications, capabilities, and skills

  • Understanding of government bidding/ corporate procurement requirements and process
  • Knowledge of Treasury Sales or commercial card products and services
About Us
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Skills Required

  • 3+ years of sales, implementation or support of treasury management, commercial card or healthcare payment services
  • 2+ years technical, business or proposal writing experience in banking or Treasury Sales products
  • Excellent business writing and grammar skills
  • Intermediate to advanced Microsoft Word proficiency
  • Intermediate to advanced Adobe Professional proficiency
  • 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 diverse opinions and accepts accountability
  • 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
  • Ability to develop and maintain broad knowledge of Treasury Sales and Commercial Card products and related technology, equipment, operations and systems
  • Understanding of government bidding/corporate procurement requirements and process
  • Knowledge of Treasury Sales or commercial card products and services

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
  • Retirement Support A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
  • Leave & Time Off Breadth Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.

JPMorganChase Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

Gallery

Gallery

Similar Jobs

Zscaler Logo Zscaler

Senior Manager, Brand Buzz, Data & Policy

Cloud • Information Technology • Security • Software • Cybersecurity
Easy Apply
Remote or Hybrid
USA
8697 Employees
151K-215K Annually

Shield AI Logo Shield AI

Senior Engineer

Aerospace • Artificial Intelligence • Machine Learning • Robotics • Software
In-Office or Remote
3 Locations
160K-290K Annually

Samsara Logo Samsara

Operations Manager

Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Easy Apply
Remote or Hybrid
2 Locations
4000 Employees
107K-180K Annually

SoFi Logo SoFi

Stock Plan Administrator

Fintech • Mobile • Software • Financial Services
Easy Apply
Remote or Hybrid
United States
4500 Employees
106K-198K Annually

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account