Proposal Lead: Treasury & Card Solutions

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Proposal Associate in Commercial Banking Sales to independently manage end-to-end RFP responses for treasury services, commercial card, and healthcare payment solutions.

You will partner with Sales, Product, and SMEs to craft concise, compliant proposals that support strategic client growth. Responsibilities include proofreading, editing, and translating technical content for broad audiences, identifying narrative needs, and coordinating with graphic artists for

Qualifications

• 3+ years in 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 and Adobe Professional proficiency.
• Self-starter with strong organizational and multi-tasking ability.
• Independent, energetic, and able to collaborate with diverse teams.
• Excellent communication and interpersonal skills.
• Ability to work under tight deadlines on multiple projects.
• Familiarity with Treasury Sales or commercial card products is a plus.

Responsibilities

• Independently manage end-to-end RFP responses for treasury services, commercial card, and healthcare payment solutions.
• Collaborate with Sales, Product, and SMEs to write, edit, and proofread concise, client-focused, compliant proposals.
• Proofread, edit, and rewrite all sections to ensure consistent messaging.
• Identify additional narrative needs and consult with SMEs to craft custom responses.
• Incorporate graphical elements and coordinate with graphic artists for finalization.
• Translate and map technical information into client-friendly language.
• Provide consultative advice to the deal team based on client RFPs.
• Research topics, gather information, and assemble background materials.
• Submit new content to CMS to create reusable proposal components.

Skills

Sales & treasury

Proposal writing

Business writing

MS Word & Acrobat

Communication skills

Interpersonal skills

Teamwork under deadlines

Flexibility & self-motivation

Treasury Sales knowledge

Tools

Microsoft Word

Adobe Acrobat Pro

Job description

JPMorgan Chase & Co. is seeking a Proposal Associate in Commercial Banking Sales to independently manage end-to-end RFP responses for treasury services, commercial card, and healthcare payment solutions.

You will partner with Sales, Product, and SMEs to craft concise, compliant proposals that support strategic client growth. Responsibilities include proofreading, editing, and translating technical content for broad audiences, identifying narrative needs, and coordinating with graphic artists for