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Bank of the West Commercial Card RFP Writer in San Francisco, California

Commercial Card RFP Writer


At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.

Job Description Summary

This position will be responsible and manage the response and coordination of all RFI/RPs for the Commercial Card Group. The proposal unit's ultimate goal is to produce the highest quality proposal material and enhance the efficiency of the sales effort by working with multiple business units to create a customized proposal designed to increase the win rate. Handles all formal RFP's and unsolicited proposals.

Essential Job Functions

  • Responsible for all proposal management activities for Business Unit proposals and provides support not limited to develop outlines, work plans , and scheduling.

  • Utilizes Project Management process while working with various business lines within the Bank to ensure all information is submitted, integrated, and formatted for on-time delivery.

  • Carefully reviews all questions and responses to ensure thorough and customized response. Utilizes marketing and writing experience to create persuasive text in proposals.

  • Prior to production, reviews final proposal for grammatical accuracy and consistent formatting to ensure a professional product that encompasses BOTW's brand imaging.

  • Maintains communications with management, offering process improvement suggestions, reporting impediments to the process and challenges faced.

  • Work with Admin Analyst, tracks all solicited and non-solicited RFPs, tracking reasons for wins and losses, learning from losses to increase probability of future wins.

  • Maintains Business Units Proposal Library with updated Q&A as resource for self and entire team.

  • Takes advantage of available training to ensure updated product knowledge. When needed seeks assistance of Administrative Analyst, providing clear, concise instructions and expectations, following up to ensure instructions are understood and followed. Provides clear and concise expectations to Relationship Managers when workload requires the Relationship Managers take on a more active role. Maintains adequate proposal production supplies, keeping Administrative Analyst informed in advance of restocking needs.

  • Commercial Card receives approximately 20 - 30 RFPs each year

Other Job Duties

  • Performs other duties as assigned.


Required Experience

  • Requires advanced knowledge of job area typically obtained through advanced education combined with experience.

  • May have practical knowledge of project management.

  • Requires 5 years minimum prior relevant experience.


  • Bachelor's Degree Business or Marketing

  • High School Diploma or GED Required


  • Thorough knowledge of proposal writing process.

  • Experience in working with and building proposal library.

  • Comprehensive knowledge of products commonly used by government clients.

  • High-level written communication and presentation skills.

  • Lifting maximum of 15 pounds as associated with mailing proposals.

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.


Job: Business / Commercial Banking

Location: United States-California-San Francisco

Requisition ID: 057703