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
