Proposal Mgr./Writer - City National Bank

PROPOSAL MGMT SPECIALIST



WHAT IS THE OPPORTUNITY?


The Treasury Management (TM) Proposal Manager will be responsible for managing and creating responses to requests for proposals (RFPs) and requests for information (RFIs) to support new business development in areas of treasury management, commercial card and other products and services. This individual collaborates with many team members and is primarily responsible for managing, writing, editing and proofreading responses to RFPs/RFIs (RFPs). The Proposal Manager evaluates each RFP request, leverages existing solutions messaging and content and works with subject matter experts and bankers to develop new content and written responses to each RFP. The Proposal Manager will liaise with Legal and Compliance officers and follow a process regarding RFP completion. Additionally, the Proposal Manager collaborates with other members of our Product Marketing team to establish and maintain the RFP library. This position requires a broad understanding of treasury management and commercial card solutions and interest in developing deep expertise around City National's offerings.



Treasury Management Solutions Division
As a member of City National's Treasury Management Solutions group, you will make a difference by delivering integrated technology solutions to help clients more efficiently manage their businesses and working capital. This group drives and supports the bank's cash management products and services that won City National four of its 11 Greenwich Excellence Awards in 2018.



WHAT WILL YOU DO?





* Review and analyze RFP requests, work with the treasury management sales officers and relationship bankers to develop proposal responses
* Manage the RFP response process, including developing a timeline with assigned deliverables and deadlines, arranging and facilitating calls with the project team and managing the RFP project against proposal timelines
* Manage RFP content relating to RFP submissions and implement process and framework for responding to RFPs
* Working with subject matter experts, create original content for RFPs and new proposal responses, including content related to our product offerings in addition to standard responses related to corporate information such as financials, human resources policies, and insurance. Work with Legal and Compliance to gain proper approvals for new and updated content
* Ensure proper and consistent messaging consistent with City National brand standards and other solutions messaging by proofing, editing, and revising the RFP as required
* Finalize and produce printed copies of RFP responses as needed
* Maintain a library of completed RFP responses
* Assist the TM product marketing team with other projects as needed, including other presentation materials and thought leadership (white papers, case studies, etc.)
* Comply fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.)



WHAT DO YOU NEED TO SUCCEED




Must-Have*


* Bachelor's Degree or equivalent
* Minimum of 5 years’ work experience, preferably in the financial services sector
* Minimum of 3 years’ experience in business, technical or proposal writing, preferably at a bank


Skills and Knowledge


* Minimum of 2 years’ experience in a role supporting treasury management and/or commercial card
* Excellent business writing and grammar skills
* Excellent project management skills
* Microsoft Word and Adobe Professional proficiency
* Experienced with other Microsoft Office applications (Power Point, Excel)
* Desire to understand complex solution and how products work
* Highly motivated self-starter with a desire to work in a collaborative and "hands-on" team player able to build strong relationships internally and externally
* Efficiently manage multiple, overlapping projects and deadlines
* Flexible, able to adapt to tight deadlines, changing priorities and needs
* Preferred Qualifications: In depth knowledge of treasury management solutions

Compensation

Starting base salary: $82,601 - $104,065 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.



*To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.



INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.



ABOUT CITY NATIONAL


We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.

Positions based in New York City: In order to work on-site at City National Bank in New York City, you must be fully vaccinated against COVID-19, per city requirements. Shortly after your start date, you will be required to attest to your vaccination status and will be required to provide proof of vaccination.