Payments - Product Proposals - Senior Associate
Chase
Proposal Associate In Commercial Banking Sales
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.
Chase- The Home Lending Product Transformation team is responsible for advancing Consumer and... ...operational excellence across product lines.As a Senior Associate, Product Management for Home Lending... ...advice, small business loans and payment processing. We’re proud to lead the U.S...SeniorVisa sponsorshipShift work
- ...that support the daily management of Payments Operations. At JPMorgan Chase, you will... ...improvement.As an Analytics Solutions Associate Senior within Payments Operations Strategy, Innovation... ...and ad hoc analysis while supporting production needs, issue triage, and timely...SeniorDaily paidFull timeH1bWork at office
- ...experience in relationship management within Payments. You have found the right teamAs a... ...to meeting monthly and annual productions goals.The Small & Medium-Sized Business... ...applyAbility to balance needs of clients with associated risks and interests of the firm.Establishes...SeniorWork experience placementRemote work
- ...communicate with diverse audiences, including senior leadership.Independent Problem Solving:... ...from start to finish.Strategy and Product Development: Collaborate with Product Risk... ...investment advice, small business loans and payment processing. We’re proud to lead the U.S....Senior
- ...to our mission of data excellence. As a Senior Associate in Regulatory External Data Services,... ...tasked with developing and executing the product vision, strategy, and roadmap, as well... ...investment advice, small business loans and payment processing. We’re proud to lead the U.S...SeniorH1bVisa sponsorshipRelocation package
$87.7k - $100.1k
...Senior Associate, Financial Planning & Analysis - Auto Finance We are seeking a strategic problem... ...financial implications of ongoing and proposed new initiatives to optimize business... ...and is not liable for third-party products, services, educational tools or other information...SeniorFull timePart timeLocal area3 days per week- ...Experience Design Senior Associate Contribute to innovative experience design, blending user... ...in shaping the user experience of our products and services by leveraging your advanced... ...investment advice, small business loans and payment processing. We're proud to lead the U.S...Senior
- ...Lending Services team that supports lending products end-to-end across multiple lines of... ...skills, including the ability to influence senior stakeholdersDemonstrated ability to... ...banking, markets, securities services and payments. Corporations, governments and institutions...SeniorWork at officeVisa sponsorship
- ...decision-making for a global financial firm. As an Agility Associate in Digital Product Portfolio Management team, you will play a crucial role in... ...financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales...Temporary work
- ...Committee and the Board of Directors.As an Associate in Planning and Analysis, you will be... ...annual and ongoing financial planning for product areas; deliver month-end performance... ...banking, markets, securities services and payments. Corporations, governments and institutions...Temporary workVisa sponsorshipShift work
$132.4k - $251.6k
...defense.Raytheon’s Advanced Products & Solutions (APS) is a... ...Team is seeking a Senior Principal Engineer to... ...presentation and proposal skills.Experience in the... ...the role, function and associated responsibilities, a candidate... ...bargaining agreement. Payments under these annual...SeniorTemporary workWork experience placementWork at officeRemote workRelocation packageFlexible hours- ...business development within Payments. You have found the right team. As aPayments Sales Sr Associate in the Branch, Digital, Partner... ...meeting monthly and annual production goals by selling a suite of Chase... ..., etc.)toevaluate needs and propose solutions from our payment...SeniorRemote work
$101.1k - $115.4k
In this role, you’ll learn the essentials of being a product manager, and we’ll invest in you to grow in four key areas Human Centered... ...why they’re doing what they’re doing. You always can rally associates to work with you Do-er. You’re biased toward action, you try things...SeniorFull timePart timeLocal area- ...Experience Design Senior Associate Contribute to innovative experience design, blending user... ...Investment Bank (CIB) – Kinexys (Digital Payments, Digital Assets, and Platform... ...in shaping the user experience of our products and services by leveraging your advanced...Senior
- ...and striving to be best-in-class. As a Senior Associate Credit Officer within Corporate Risk Management... ..., assessment of the business model, product/service risk evaluation, customer... ...risk underwriting, commercial lending, payments risk or portfolio management.Strong financial...Senior
- ...International Sales Associate Are you client focused and enjoy building... ...assist the International Payments Specialists and provide... ...Management Officers; as well as other Product Specialists from across the... ...and ability to pursue more senior roles within the Payment...
- ...Quant Analytics Senior Associate As a Quant Analytics Senior Associate within the Card Acquisitions Forecasting & Offer Analytics team,... ...individual will partner within analytics team with multiple product leads to guide them with forecasting principles and best practices...Senior
$87.7k - $100.1k
...Overview Senior Associate, Market Engagement Lead - Community Impact & Investment (Dallas)... ..., offers a broad spectrum of financial products and services to consumers, small businesses... ...decision-making. Collaborate on Proposals: You’ll partner closely with your market...SeniorFull timePart timeLocal areaShift workNight shift- ...challenging the status quo and striving to be best-in-class.As a Senior Associate within the Credit Portfolio Analytics team, you will play a... ...as a subject matter expert for portfolio data and reporting products, partnering across Risk, Finance, Product, and Technology to...Senior
$80.8k - $92.2k
Senior Associate, Loan Documentation & Closing Specialist Small businesses are the backbone of... ...escrow, lending and treasury management products. This is supported by our mission to... .... Remain current on all pending and proposed regulatory changes affecting compliance...SeniorFull timePart timeWork at officeLocal areaMonday to Friday3 days per week- Join our team as a senior quantitative analytics associate, where you'll collaborate with business partners to... ...(e.g., servicing/contact centers, payments/claims, fraud/disputes, collections... ...through a broad range of financial products. Our mission is to create engaged,...Senior
- ...close collaboration across engineering, product, design, and operations. If you enjoy... ...fit.As a Data Platform DevOps Engineer - Senior Associate within the Enterprise Data Solutions... ...investment advice, small business loans and payment processing. We’re proud to lead the U.S...SeniorFull timeH1bWork at office
- ...and take cases from inception through trial and appeal. As an Associate Senior Counsel with Travelers you will be responsible for high... ...enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution...SeniorFull timeWork at officeLocal areaFlexible hours
- ...Description You enjoy shaping the future of product innovation, driving value for customers,... ...Description As a Product Manager in Payments Digital and Design, you are an integral... ...requirements definition, and value management Seniority Level Mid-Senior Level Employment Type...SeniorContract work
- ...and striving to be best-in-class. As a Senior Associate Credit Analyst in Wholesale Credit Risk... ...analysis, assessment of the business model, product/service risk evaluation, customer... ...credit risk analysis, commercial lending, payments risk or portfolio management.Strong...Senior
- ...and support sound credit decision-making. As a Credit Strategy Senior Associate within the Chase Auto Credit Decisioning Unit, you’ll work... ...draw actionable conclusions. Understanding of consumer credit products, credit risk concepts, and portfolio performance drivers. Proficiency...SeniorEarly shift
- ...management and business value.As an Audit Analytics & Data Science Associate within our Asset & Wealth Management Audit Team, you will... ...solutionsProven track record of building and delivering repeatable, production-ready data science and analytical solutions such as automated...Senior
$111.2k - $126.9k
Senior Associate, Technology Controls Testing - Enterprise Services Risk Operations The Enterprise Services Risk Operations (ESRO) organization... ..., endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available...SeniorFull timePart timeH1bLocal area$101.1k - $115.4k
...Overview Sr. Associate, Product Management - Auto Product Management Product Management at Capital One is a booming, vibrant craft that requires reimagining the status quo, finding value creation opportunities, and driving innovative and sustainable customer...SeniorFull timePart timeLocal area- Job Description As a Quant Analytics Senior Associate within the Fraud Strategy team, you will play a critical role in identifying and mitigating... ...leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Payments - Product Proposals - Senior Associate. Be the first to apply!
- product specialist Plano, TX
- product delivery specialist Plano, TX
- product management specialist Plano, TX
- product safety specialist Plano, TX
- product information specialist Plano, TX
- senior operations technician Plano, TX
- senior cloud service delivery manager Plano, TX
- senior it service manager Plano, TX
- senior chief engineer Plano, TX
- sr operations manager Plano, TX


