Proposal Specialist: Client Solutions

Job Description

To own, manage, and deliver on all CIB Transactional Services (TS) proposal and tender requirements, including formal RFP/RFI submissions, presentations, and content generation for proactive pitches, ensuring a well-coordinated and professional submission.

Requirements

• Matric / Grade 12 / National Senior Certificate
• Professional Qualifications/Honour’s Degree
• Relevant NQF level 7 qualification or other relevant professional qualifications preferred
• Project Management or Business Management certification preferred
• 8-10 years working experience in tender or proposal compilation and submissions, of which 3-5 years must be within a Transactional Services franchise at a bank
• Industry trends
• Relevant software and systems knowledge
• Principles of financial management
• Cluster-specific operational knowledge
• Principles of project management
• Communication strategies
• Decision-making process
• Governance, Risk, and Controls
• Financial management
• Information Technology concepts

Responsibilities

• Establish and build out a mature CIB TS RFP/RFI/Tender/Proposal franchise based on international best practices and industry benchmarks
• Establish and maintain a well-functioning and relevant TS product content library in collaboration with respective product houses
• Hold product houses accountable for ensuring content libraries are up to date, accurate, and efficiently documented
• Work closely with key stakeholders within CIB such as Tender Managers, Marketing, Client Coverage, Risk & Compliance, Legal, Credit, Pricing, and TS Product Houses to ensure a well-coordinated, smoothly executed, and professionally worded document is submitted on time
• Be at a proficient level of competence in understanding all TS products, possessing a solid understanding and practical experience beyond the foundational level
• Populate a base document with relevant content based on the client question/request
• Perform the task of a wordsmith and proofreader to ensure a document for submission is uniform, accurate, and consistent from start to finish
• Create client presentations based on tender submissions as well as complex proactive proposals
• Demonstrate outside-the-box thinking relating to creativity and ingenuity on the format, method, or medium used to submit a tender or proposal
• Manage multiple submissions simultaneously as well as various workstreams in parallel
• Mobilize multiple stakeholders and hold the deal team accountable to agreed timelines
• Set up debrief sessions post-submission to reflect and grow as a collective team
• Build professional relationships across the franchise through engagement and regular communication and feedback with all stakeholders using quality metrics and project status reports as drivers