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Proposal Team Lead - Commercial Bank - Treasury Services

Job Description

Treasury Services Proposal Team Lead
Commercial Banking

The Commercial Banking (CB) Product Solutions Team represents Commercial Banking clients on global product initiatives across the bank – including Corporate & Investment Banking (CIB) Treasury Services and Consumer and Community Banking Commerce Solutions. The Product Solutions team is tasked with defining the Treasury Services product and delivery strategy for Commercial Banking clients broadly and for each CB segment.  


Reporting to the Head of Product Solutions, the Proposal Team Lead will manage the Proposal and Knowledge Management teams to support Request for Proposals (RFP).  The scope of the role includes all TS RFPs supporting Commercial Banking, Commercial Card RFPs for both Commercial Banking & Corporate & Investment Banking and TS RFPs for the Government and Not for Profit group in Business Banking.  This role will partner closely with the broader Product Solutions team, other product partners outside of Commercial Banking as well as key functional partners like Legal and Technology. 


Specific responsibilities include:

  • Managing the end to end proposal process and team
  • Staffing the team according to business need and broader demand management
  • Qualifying and screening the RFP requests
  • Managing the accuracy and compliance of the proposal content
  • Reporting on volume, wins, trends, utilization, allocation and cost per proposals
  • Maintaining the technology systems required to manage content as well as develop and archive RFPs

The individual assuming responsibility for leading the TS Proposal Team should have an outstanding track record in:

  • Leading responses to complex RFPs
  • Process improvement and workflow management
  • Communicating effectively across various teams and levels of the organization
  • Leading a large team across multiple geographies
  • Attracting and retaining talent
  • Tracking and analyzing trends; proficiency with data analysis
  • Partnering effectively across multiple lines of business within the organization and various functional areas

  • BA/BS
  • Minimum 10 years of relevant experience in Request for Proposal processes and development, experience in Financial Services industry a plus.
  • Excellent time management and is a self starter with ability to deliver results on time.
  • Thrives in a dynamic and fast paced environment managing multiple concurrent initiatives with different delivery dates
  • Demonstrated communication and diplomacy skills to work cross-organizationally to influence others, drive results/change and implement projects/processes
  • Project Management Skills; well-organized, structured approach, ability to achieve tight timelines on complex deliverables
  • Combination of strong analytical skills and creative problem solving - able to turn analysis into actionable insights and plans
  • Strategic thinking coupled with practical execution
  • Demonstrated strong verbal, written, and interpersonal skills with all levels of the organization (including senior management)

Req #: 180051795
Location: Dallas, TX US
Job Category: Product Management
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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