Bank of America Sr. Deal/Proposal Manager in Chicago, Illinois

Job Description:

Job Description/Qualifications :

The primary focus of this role will be to manage the end-to-end proposal management and best & final process for treasury solutions, including liquidity management, payments and receipts, trade and supply chain, foreign exchange and commercial card. This role will partner closely with and support the Americas Treasury Sales Officers and Analysts as well as support multi-region/global opportunities.

The senior Deal/Proposal Manager will work with the sales team to ensure that the RFP response differentiates the Bank from the competition, meets the client’s needs in terms of solution, is in compliance with the client requirements, addresses all the RFP questions and completed within the required deadline. The role involves developing presentation material for any pitch or best and final which follows the issuance of the RFP. This position is based in New York or Charlotte.

Key responsibilities include:

  • Facilitating and leading Deal Teams through the response process, including: solution and strategy identification, SME coordination, project plan ownership, template and response customization, and delivery/execution of final response.

  • Composing original proposals that differentiate and position solutions that address stated Client needs/requirements.

  • Managing the production and delivery of the final documents and supplemental materials in accordance with Client requirements.

  • Continue to support the deal as it progresses to a pitch or best and final stage through the delivery of impactful presentations that are consistent to the earlier proposal.

  • Completing deal and month-end routines (database Q&A updates, properly transitioning deals, win/loss tracking, feedback survey follow-up).

Required Skills & Experience

  • Possess strong written communications skills with ability to target to audience, with thorough command of grammar and writing techniques.

  • Experience and knowledge of treasury management products and services.

  • Ability to quickly assimilate new information regarding specific product and technical topics.

  • Strong project management skills.

  • Proven ability to lead and influence business partners to ensure deadlines and deliverables are met.

  • Deadline-driven, detail-oriented team player.

  • Ability to work in a fast-paced environment and handle multiple priorities.

  • Ability and experience working with and incorporating graphics and visual elements.

  • Extensive experience working with Microsoft Office tools, including Word, PowerPoint, and Excel.


Bachelor's degree in a business, communication or journalism, and 5 or more years of experience in a communications and/or proposal management role within relevant Global Transaction Services environment. Other considerations include; sales, product management, or client services.

Posting Date : 04/20/2018

Location :

Chicago, IL, 135 S LA SALLE ST (IL4135),



  • United States

Travel : Yes, 15% of the time

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

Assistance for Applicants with Disabilities

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at .

Diversity & Inclusion

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Frequently Asked Questions

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at section for answers to these questions and more.