Commercial Banking Proposal Manager

Location: Chicago, IL, United States

Job Family: Sales Support

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong presence in commercial banking, serving mid-sized and large corporations with innovative solutions in lending, payments, and advisory services. The Commercial Banking Proposal Manager plays a pivotal role in our Sales Support team, driving the creation of compelling proposals that secure new business and deepen client relationships. Based in our Chicago office, this position involves partnering with relationship managers to craft tailored responses to RFPs and client inquiries, ensuring every proposal reflects JP Morgan Chase's commitment to excellence, innovation, and client-centric banking. In this role, you will lead the end-to-end proposal process, from initial scoping and content development to final review and submission. You will collaborate cross-functionally with experts in credit, treasury services, and capital markets to articulate how JP Morgan Chase's offerings address complex client challenges in industries such as manufacturing, healthcare, and technology. Emphasizing compliance with regulatory standards like Dodd-Frank and Basel III, you will ensure proposals are not only persuasive but also risk-aware, positioning our firm as a trusted partner in the competitive financial landscape. Success in this position requires a blend of strategic thinking and executional precision, contributing to our Commercial Banking division's growth objectives. You will analyze proposal win rates, refine templates, and incorporate feedback to enhance future efforts, all while upholding JP Morgan Chase's values of integrity and client focus. Join us in Chicago to help shape the future of commercial banking at one of the world's most respected financial institutions.

Key Responsibilities

• Develop and manage comprehensive proposals for commercial banking clients, tailoring content to align with JP Morgan Chase's strategic goals and client-specific needs
• Collaborate with sales teams, product specialists, and subject matter experts to gather information and ensure proposals highlight relevant banking solutions
• Conduct research on client industries and competitors to position JP Morgan Chase's offerings effectively
• Review and edit proposals for accuracy, compliance with banking regulations, and persuasive messaging
• Coordinate proposal timelines, including response preparation, formatting, and submission to meet RFP deadlines
• Track proposal outcomes and contribute to continuous improvement processes for future submissions
• Support sales presentations by creating supporting materials and pitch decks
• Maintain a library of proposal templates and best practices specific to commercial banking
• Ensure all proposals adhere to JP Morgan Chase's branding standards and risk management protocols

Required Qualifications

• Bachelor's degree in Business, Finance, Marketing, or a related field
• Minimum of 5 years of experience in proposal development, sales support, or account management within the financial services industry
• Proven track record of creating winning proposals for commercial banking or corporate clients
• Strong understanding of commercial banking products and services, including lending, treasury management, and capital markets
• Excellent project management skills with the ability to handle multiple deadlines in a fast-paced environment
• Proficiency in Microsoft Office Suite, particularly Word, PowerPoint, and Excel for proposal creation

Preferred Qualifications

• MBA or advanced degree in Finance or related field
• Experience working at a major financial institution like JP Morgan Chase
• Familiarity with CRM systems such as Salesforce
• Previous exposure to regulatory compliance in banking proposals

Required Skills

• Proposal writing and editing
• Project management
• Financial analysis
• Client relationship management
• Research and market analysis
• Microsoft Office Suite proficiency
• Attention to detail
• Communication (written and verbal)
• Time management
• Team collaboration
• Knowledge of banking regulations
• Sales support techniques
• CRM software usage
• Persuasive storytelling
• Adaptability in dynamic environments

Benefits

• Competitive base salary and performance-based bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development opportunities through JP Morgan Chase's learning programs
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at Chicago locations
• Flexible work arrangements and hybrid work options

JP Morgan Chase is an equal opportunity employer.