About The Position

Working closely with the Cash/ Commercial Cards/Trade Sales teams to deliver innovative solutions Project manage the end-to-end completion of client Requests for Proposals (RFPs) and Requests for Information (RFIs), working with Sales, Product, Client Delivery, Countries and other regional proposal teams. RFPs and RFIs are Question & Answer format, free format and Power Point Presentations Draft with Sales customized proposals for unsolicited bids. Work with multiple countries and product managers to create proposal templates for markets, clusters or regions for Sales Managers Understand customer needs and product capabilities & partner with Sales to develop appropriate cash management and commercial cards solutions Develop and maintain the Sales and Proposal team's knowledge database content of product and corporate information, to increase efficiency of proposal writing Keep abreast of customer needs and market trends through continual training and partnership with Sales and Product Management

Requirements

  • Excellent writing skills
  • Exposure to sales process within corporate/commercial banking environment
  • Good MS Word, PowerPoint and Excel skills
  • Ability to learn other relevant software packages
  • Project Management experience and strong organizational skills
  • Good time management
  • Experience with MIS/data collation/Spreadsheets
  • Min - 3 years banking / financial services experience with RFP writing a significant advantage
  • Experience in a bank's transaction services business and front office environment experience of the corporate/commercial banking sales & cash management and/or commercial cards products
  • University degree preferred

Nice To Haves

  • Experience of Qvidian software would be beneficial

Responsibilities

  • Project manage the end-to-end completion of client Requests for Proposals (RFPs) and Requests for Information (RFIs)
  • Draft customized proposals for unsolicited bids
  • Create proposal templates for markets, clusters or regions
  • Understand customer needs and product capabilities & partner with Sales to develop appropriate cash management and commercial cards solutions
  • Develop and maintain the Sales and Proposal team's knowledge database
  • Keep abreast of customer needs and market trends through continual training and partnership with Sales and Product Management
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