Truist · 1 day ago
Wholesale Payments Senior Proposal Writer
Charlotte, NC
Full-time
Onsite
Senior Level
7+ years expTruist is a financial services company seeking a Wholesale Payments Senior Proposal Writer. The incumbent will be responsible for the strategy and execution of bid solicitations to support acquisition and retention efforts, managing the production of customized proposals and collaborating with various stakeholders.
BankingFinanceFinancial Services
Responsibilities
Review, parse, and analyze bid solicitation documents
Identify, assess, and communicate potential bid issues to appropriate stakeholders, addressing all terms and conditions, mandatory requirements, and exceptions
Research prospect/client website and RFP to develop questions in preparation for kickoff call to create client-centric win theme strategy
Establish priorities based on RFP requirements, workload, deal team availability, approvals, and QA review
Develop agenda, assignments, and project plan in preparation for kickoff call
Lead call with deal team to define win themes, assign tasks, and communicate availability/deadlines
Research, write, and edit client-centric cover letter and executive summary
Develop, update and source approved content for responses to questions and scope of services, and coordinate with SMEs to obtain responses to non-standard questions
Tailor proposal responses, win themes, discriminators, and value propositions
Enter and monitor tracking data in Salesforce, coordinate with contributors, and submit proposals
Provide new content from RFPs to content library
Work collaboratively in a cross divisional team environment, fostering relationships with subject matter experts and sales
Adhere to all applicable policies and procedures. Proactively escalate issues and risks to senior leadership's attention
Act as a subject matter expert within the team to provide guidance, training, and backup support
Research and initiate fresh ideas that enhance process, content, and proposals based on industry best practices
Support efforts to train team and lead projects in coordination with management and business objectives
Qualification
Required
Bachelor's degree or equivalent education and related training or experience
Seven years of recent proposal writing for complex, high-dollar revenue deals
Experience working collaboratively within a cross-departmental team and all levels of an organization
Experience creating compelling written and visual content
Excellent written and verbal communication skills, presentation and facilitation skills
Ability to ask relevant questions, understand stakeholder inputs, synthesize, and translate to develop an effective strategy and output
Demonstrated proficiency with project management approaches and tools
Preferred
Master's degree in English, journalism, or related field
APMP foundation level certification
Five years of project management experience
Experience in treasury solutions, commercial card, merchant services or cash management environment
Knowledge of Qvidian, Loopio or similar content management tool
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2026-01-16
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2026-01-15
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