Proposal Associate/Writer - Commercial Banking

Location: Columbus, OH, 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 businesses and large corporations with tailored financing solutions. The Proposal Associate/Writer in our Commercial Banking division plays a pivotal role in supporting our sales teams by crafting high-impact proposals that win business and build lasting client relationships. Based in our Columbus, OH office, this position offers the opportunity to contribute to innovative banking products while working in a collaborative, dynamic environment that values precision and creativity. In this role, you will prepare and manage proposals for a diverse range of commercial banking clients, from initial drafting to final delivery, ensuring every document aligns with JP Morgan Chase's commitment to excellence and compliance. You will work closely with relationship managers and product specialists to incorporate key details on lending, treasury services, and advisory solutions, while adhering to strict regulatory standards like those set by the FDIC and OCC. Responsibilities include researching client needs, customizing content to highlight our competitive advantages, and tracking proposal outcomes to refine future strategies, all while thriving in a fast-paced setting that demands both analytical rigor and narrative flair. We seek a detail-oriented professional passionate about financial services, with strong writing skills to articulate complex banking concepts clearly and persuasively. Joining JP Morgan Chase means access to world-class resources, ongoing training in emerging industry trends, and the chance to advance within a firm renowned for its integrity and innovation. If you excel at turning data into compelling stories that drive commercial success, this role in Columbus, OH, is your gateway to impactful contributions in global finance.

Key Responsibilities

• Develop and draft compelling proposals for commercial banking clients, tailoring content to specific needs and opportunities
• Collaborate with sales teams, relationship managers, and subject matter experts to gather information and ensure proposal accuracy
• Ensure all proposals comply with JP Morgan Chase's internal policies, industry regulations, and client requirements
• Manage the end-to-end proposal process, from initial request to final submission and follow-up
• Conduct research on client industries, competitors, and market trends to enhance proposal relevance
• Review and edit proposals for clarity, consistency, and persuasive language
• Track proposal performance metrics and provide insights to improve future submissions
• Maintain a library of reusable proposal templates and content for efficiency
• Support RFP (Request for Proposal) responses and pitch materials for commercial banking deals
• Participate in team meetings to align on sales strategies and proposal priorities

Required Qualifications

• Bachelor's degree in Business, Finance, Communications, or a related field
• At least 2-3 years of experience in proposal writing, sales support, or content creation within the financial services industry
• Strong understanding of commercial banking products and services
• Proficiency in Microsoft Office Suite, including advanced Word and PowerPoint skills
• Excellent written and verbal communication abilities
• Ability to work under tight deadlines in a fast-paced environment
• Knowledge of regulatory compliance standards in banking, such as FDIC and OCC guidelines

Preferred Qualifications

• Experience in the commercial banking sector at a major financial institution
• Familiarity with CRM systems like Salesforce
• Advanced degree or certification in finance (e.g., CFA Level 1 or CFP)
• Previous role involving client-facing interactions in sales support
• Proven track record of contributing to successful business proposals

Required Skills

• Proposal writing and editing
• Financial analysis and terminology
• Regulatory compliance knowledge
• Microsoft Word and PowerPoint proficiency
• Research and data synthesis
• Attention to detail
• Time management and prioritization
• Collaboration and teamwork
• Persuasive communication
• CRM software usage (e.g., Salesforce)
• Project management
• Analytical thinking
• Adaptability to changing priorities
• Client-focused mindset
• Basic graphic design for visuals

Benefits

• 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 holidays
• Professional development programs and tuition reimbursement for relevant certifications
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and hybrid options in Columbus, OH
• Parental leave and family benefits for work-life balance

JP Morgan Chase is an equal opportunity employer.