Are you passionate about analyzing RFP documentation to identify risks and maintain established guidelines, while playing a key role in shaping the bank's strategic client relationships? Your expertise will be crucial in managing complex proposals and delivering customized solutions that fuel business growth. If this excites you, join our team!
As a RFP Risk Assessment Manager within the Commercial Bank (CB) Sales organization in the Commercial and Investment Banking business, you will be essential in managing the intake, screening, and review of CB RFPs managed by the CB Proposals team. Serving as the first point of contact for bankers and treasury management officers, you will assist them with responding to RFPs. Your role is crucial in fostering relationships with the sales organization and ensuring that proposal managers are well-prepared to develop client-focused, concise, compelling, and compliant proposals.
Job Responsibilities
- Act as the primary liaison between the sales team and the CB Proposals team for RFP submissions, ensuring smooth communication and coordination
- Review and evaluate RFP submissions to confirm they meet the necessary criteria for bidding, ensuring only qualified proposals are pursued
- Secure approval to proceed with exceptions if an RFP does not meet the qualifications
- Leverage standardized emails to ensure clear and consistent communication with both the sales team and proposal team members, minimizing misunderstandings
- Manage resources to ensure that service level agreements (SLAs) and deadlines are met, maintaining efficiency and timeliness in the proposal process.
- Analyze RFPs and clearly communicate:
- Any issues or exceptions related to RFPs to the relevant team members, ensuring transparency and preparedness
- Identified non-standard elements to ensure the necessary approvals are obtained, maintaining compliance and alignment with contract terms and company policies
- Research requirements; gather and analyze information and background materials; consult with subject matter experts to clarify details and revise or develop responses, as needed by conducting thorough research and consulting with experts to ensure accurate and comprehensive proposal responses.
- Ensure proposals undergo necessary compliance reviews (legal, insurance, HR, etc.), adhering to risk, legal, and audit guidelines
- Provide strategic advice to enhance proposal solutions and help position the company advantageously in the market
Required Qualifications, Capabilities, and Skills
- Experience with sales, implementation, or support of TS or Commercial Card services
- Technical, business, or proposal writing experience is crucial
- Excellent business writing and grammar skills are essential
- Proficiency in Microsoft Word and Adobe Professional at an intermediate to advanced level is required
- Proven ability as a self-starter, detail-oriented, well-organized and able to multi-task effectively
- Demonstrate a high level of independence, energy and integrity, as well as respect for a diversity of opinions and styles
- Accept accountability and responsibility
- Exceptional communication and interpersonal skills
- Ability to work effectively and efficiently as a team member in a fast-paced environment with tight deadlines
- Flexibility to work varying hours to meet deadlines during critical project phases
- 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
Preferred Qualifications, Capabilities, and Skills
- Understanding of government bidding / corporate procurement requirements and process
- In-depth knowledge of TS or commercial card products and services
- Experience with controls and risk review, and/or legal documentation review
About Us
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
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
Skills Required
- Experience with sales, implementation, or support of Treasury Services or Commercial Card services
- Technical, business, or proposal writing experience
- Excellent business writing and grammar skills
- Intermediate to advanced proficiency with Microsoft Word and Adobe Professional
- Ability to work independently, remain detail-oriented and organized, and manage multiple tasks
- High level of independence, energy, integrity, accountability, and responsibility
- Exceptional communication and interpersonal skills
- Ability to collaborate effectively in a fast-paced environment with tight deadlines
- Flexibility to work varying hours during critical project phases
- Ability to develop and maintain broad knowledge of Treasury Services and Commercial Card products, technology, operations processes, and systems
- Understanding of government bidding and corporate procurement requirements and processes
- In-depth knowledge of Treasury Services or Commercial Card products and services
- Experience with controls and risk review or legal documentation review
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.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
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.
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