Treasury Management RFP Specialist

SUMMARY/OBJECTIVES

The Treasury Management RFP Specialist is responsible for crafting compelling and precise responses to Requests for Proposals (RFPs), effectively showcasing the organization's program operations, systems, and unique value propositions. This role requires a keen ability to translate complex technical concepts into clear, persuasive content that aligns with the strategic goals of competitive bids. The Treasury Management RFP Specialist will coordinate with cross-functional teams to ensure seamless integration and alignment of contributions throughout the response and submission process, playing a vital role in securing new business opportunities for the organization. The Treasury Management RFP Specialist is also responsible for maintaining a library of RFP responses and materials to be included in an RFP response. The individual must have a broad and in-depth knowledge of proposal writing and Treasury Management.

ESSENTIAL FUNCTIONS

The primary responsibility will be to lead and independently determine the end-to-end bid management and pre- sales process. Ensuring the delivery of high-quality, compelling, and competitive proposals to support the business in winning new business opportunities and retaining existingrelationships.

Bid Strategy and Planning

• Collaborate with stakeholders to develop bid strategies aligned with business objectives.

• Conduct thorough market research and competitor analysis to identify key differentiators.

• Develop comprehensive bid plans, timelines, and resource allocation.

• Identify and utilize tools to ensure an efficient and smooth bid management process.

Proposal Development

• Lead the bid team in creating compelling proposals that showcase our capabilities and value proposition.

• Write and edit proposal content, ensuring it is clear, concise, and tailored to client requirements.

• Coordinate with subject matter experts to gather relevant information and technical details.

Risk Management

• Identify potential risks and challenges associated with bids and propose mitigation strategies.

• Ensure all submissions adhere to RFP requirements and organizational standards, maintaining accuracy and consistency across documents.

• Approve final proposal documents before submission, ensuring they meet all compliance and quality standards.

• Identify and implement improvements in the proposal development process to enhance efficiency and effectiveness.

• Evaluate proposal content quality, including clarity, accuracy, and alignment with RFP requirements, and track proposal win rates and submission timeliness based on client feedback and evaluations.

Stakeholder Engagement

• Collaborate with various teams (sales, product, legal, compliance, finance) to gather input for proposals.

• Foster strong relationships with key internal and external stakeholders.

Proposal Submission

• Oversee the final preparation and submission of bids and proposals, adhering to submission deadlines.

• Coordinate with the bid team to ensure all documentation is accurate and complete.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

COMPETENCIES

• Exceptional writing and communication:Strong written and verbal communication skills are paramount.

• Project management:The ability to manage multiple projects with overlapping deadlines.

• Attention to detail: Meticulous attention to detail is required to ensure proposals meet all complex requirements and are free of errors.

• Collaboration:Strong interpersonal skills to work effectively with internal teams.

• Technical aptitude:An aptitude for technology, especially if the role is for a technical or government proposal

Qualifications, Education, and Certification Requirements

• Education: Bachelor's degree in business, finance, marketing, or related fields; or equivalent experience preferred. CCM or CTP certification preferred.

• Experience: 2-3 years banking experience; Experience in product and/or project management; Demonstrated leadership experience with cross-functional teams; Experience in writing business and product requirements.

• Certifications/Specific Knowledge: Knowledge of Treasury Management products, services, procedures, and practices.; Knowledge of bank operating systems and commercial banking practices.; Knowledge of product development, pricing, and implementation; Current knowledge of treasury/payment systems compliance requirements. Proven ability to understand complex business and technical concepts; Strong analytical and creative problem-solving skills.; Excellent written/oral communications skills.; Ability to manage multiple detailed work assignments with a high degree of accuracy.

TRAINING REQUIREMENTS/CLASSES

Required annual compliance training, New Employee Orientation

PHYSICAL DEMANDS

Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.

WORK ENVIRONMENT

Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.

TRAVEL

Travel may be required to come to meetings as needed.