Truist Financial

Wholesale Payments Senior Proposal Writer

Truist Financial$80K — $110K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in English, journalism, marketing, or equivalent experience.
  • Seven years of proposal writing for high-dollar revenue bids.
  • Collaborative experience working cross-departmentally.
  • Ability to synthesize client needs with Truist solutions.
  • Advanced storytelling and narrative creation skills in both written and visual forms.
  • Mastery of English language rules and conventions.
  • Highly organized with strong attention to detail.
  • Proficient in project management methodologies and tools.

Responsibilities

  • Review and analyze complex bid solicitation documents to understand requirements.
  • Identify and escalate potential issues related to bids.
  • Establish timelines and priorities based on RFP requirements.
  • Conduct client research to identify opportunities.
  • Lead strategy meetings and define win themes with deal teams.
  • Write and edit tailored proposal content including cover letters and executive summaries.
  • Manage multiple RFPs simultaneously, ensuring on-time delivery.

Benefits

  • Professional development opportunities including training and certification support.
  • Collaborative work environment with cross-departmental interaction.
  • Access to advanced project management and collaboration tools.
  • Opportunities for leadership in proposal strategy and team training.
  • Enhanced creativity and strategic narrative crafting.
Full Job Description
Responsible for the strategy and execution of bid solicitations that help Wholesale Payments win new and retain existing business. The Senior Proposal Writer leads the end-to-end management on highly complex and larger revenue customized, client-centric requests for proposals (RFPs). This includes but is not limited to creating and updating content, developing and managing project plans, developing win themes, writing customized cover letters and executive summaries, collaborating with proposal team and subject matter experts, supporting content management, verifying proposal compliance, adhering to Truist/industry business practices and protocols to meet all deadlines. The incumbent is also responsible for initiating and executing enhancements, leading team projects, training new hires and business partners, supporting leadership, and serving as a proposal subject matter expert (SME). This role requires strong writing and project management skills, the ability to collaborate across departments, and the capacity to tailor messaging that highlights the company's strengths and value to the client. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Review and analyze high-profile, complex, high revenue bid solicitation documents to understand requirements, scope, and evaluation criteria. 2. Identify and escalate potential bid issues, addressing all terms and conditions, mandatory requirements, and exceptions. 3. Establish project timelines and priorities based on RFP requirements, workload, risk and quality assurance reviews. 4. Conduct research into clients to understand the opportunity and strategy. 5. Develop agenda, questions, assignments, and internal timeline in preparation for kickoff call. 6. Lead call with deal team to define strategy and win themes, assign tasks, and communicate deadlines. 7. Research, write, and edit tailored proposal content, including cover letters and executive summaries. 8. Source responses from library and coordinate with SMEs as needed. 9. Tailor proposal responses and sections with win themes, value propositions, and differentiators. 10. Update opportunities in Salesforce and follow up on outcomes. 11. Provide new or updated content from RFPs for library. 12. Work collaboratively across the organization, developing strong relationships with sales, product, and other SMEs. 13. Adhere to all policies and procedures, submitting compliant proposals on time. 14. Manage multiple complex RFPs simultaneously, keeping deal teams and deliverables on track. 15. Act as a SME within the team to provide guidance, training, and backup support. 16. Research and initiate fresh ideas that enhance process, content, and proposals based on industry best practices. 17. Support efforts to train team and lead projects in coordination with management and business objectives. 18. Advanced expertise PowerPoint; able to create high-impact visual assets and presentation materials with strong design strategy and storytelling. 19. Ability to translate content into impactful visuals for proposals. Qualifications Required Qualifications: Bachelor's degree in English, journalism, marketing or equivalent education and related work experience. 2. Seven years of recent proposal writing for highly complex, high-dollar revenue deals. 3. Experience working collaboratively within a cross-departmental team and all levels of an organization. 4. Ability to synthesize client needs/pain points with Truist solutions and define strategy. 5. Advanced skills in storytelling and creating strategic narratives with compelling written and visual content. 6. Mastery of the English language, grammar, punctuation. 7. Highly organized with exceptional attention to detail. 8. Excellent written and verbal communication skills, presentation and facilitation skills. 9. Ability to ask relevant questions, understand stakeholder inputs, and develop client-centric win themes. 10. Proficiency with project management methodologies, collaboration tools, and proposal workflows. 11. Deep understanding of complex bids requiring input from legal, compliance, and various internal groups for review and approvals. 12. Ability to craft client-centric responses and narratives to articulate custom solution. Preferred Qualifications 1. Master's degree in English, journalism, communication, or related field. 2. APMP foundation-level certification. 3. PMP Certification 4. Experience in treasury solutions, commercial card, merchant services or cash management. 5. Proficiency with AP writing style and ability to write in Truist and Wholesale Payments channel voice.

About Truist Financial

Truist Financial Careers

Join the dynamic team at Truist Financial, a leader in the financial services sector, and propel your career to new heights. At Truist Financial, we offer more than just job opportunities; we provide a platform for professional growth and innovation in an environment that values diversity and leadership.

Why Truist Financial?

At Truist Financial, we are committed to building a diverse and inclusive workplace where every team member is empowered to contribute their unique skills and perspectives. We believe that our strength lies in our diversity, and we are dedicated to fostering a culture that embraces the differences that make each of us unique.

Explore a World of Opportunities

Whether you're seeking your first internship or a seasoned professional looking to advance your career, Truist Financial offers a range of employment opportunities across various disciplines. Our team is growing, and we are constantly looking for talented individuals who are eager to make an impact.

Innovate and Lead

Join us and be part of a culture of innovation where your ideas can help shape the future of banking. At Truist Financial, you’ll work alongside industry leaders and have access to cutting-edge resources that foster continuous professional development and innovation.

Develop Your Career

Truist Financial is deeply invested in the career progression of our employees. We offer robust training programs, including leadership development and diversity training, to ensure you have the tools needed to succeed. Our commitment to your growth is reflected in our comprehensive benefits package, designed to support you both professionally and personally.

Networking and Professional Development

Enhance your professional network and connect with like-minded colleagues through our various networking events and community engagement initiatives. At Truist Financial, we believe in the power of connections and the impact they can have on your career.

Join Our Team

Ready to take the next step in your career? Explore the current job openings at Truist Financial. We are hiring across multiple departments, looking for passionate, curious, and innovative individuals to join our team. Check out our available positions and find the one that best matches your skills and interests.

Prepare for Your Interview

Make a great first impression. Visit our Careers page for tips on how to craft a compelling resume and succeed in your interview at Truist Financial. We are excited to see how you can contribute to our team and help us drive the future of banking.

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Learn more about Truist Financial
Size
50,283 employees
Market Cap
$56.6 billion
Industry
5 Year Trend
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