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The Citi Commercial Bank (CCB) helps mid-sized companies, across a variety of sectors, develop their businesses and enter new markets. The Services division provides our Commercial Bank clients with access to Citi's global reach and local transactional banking expertise for insights, advice, and guidance on expanding domestically or overseas. The **Services Proposal Writer VP** will be part of the growing NAM Proposals Team as part of the Sales organization & provide support to the business by efficiently & professionally producing proposals across the Treasury and Trade Solutions Services product set. This team is a key support to the end-to-end sales process, managing Global, Regional and in-country proposal requests.

You will support the Cash Management Sales process by:

+ Writing high quality Cash Management, Commercial Cards and Trade proposals

+ Working closely with the Cash/ Commercial Cards/Trade Sales teams to deliver innovative solutions

+ Undertaking initiatives to improve the sales process and support the sales and proposal teams knowledge management processes.

+ Lead and contribute to initiatives across the team

Key Responsibilities:

+ Project manage the end-to-end completion of client Requests for Proposals (RFPs) and Requests for Information (RFIs), working with Sales, Product, Client Delivery, Countries and other regional proposal teams. RFPs and RFIs are Question & Answer format, free format and Power Point Presentations

+ Draft with Sales customized proposals for unsolicited bids.

+ Work with multiple countries and product managers to create proposal templates for markets, clusters or regions for Sales Managers

+ Understand customer needs and product capabilities & partner with Sales to develop appropriate cash management and commercial cards solutions

+ Develop and maintain the Sales and Proposal team’s knowledge database content of product and corporate information, to increase efficiency of proposal writing

+ Keep abreast of customer needs and market trends through continual training and partnership with Sales and Product Management

Qualifications/Skills:

+ Excellent writing skills

+ Exposure to sales process within corporate/commercial banking environment

+ Good MS Word, PowerPoint and Excel skills

+ Experience of Qvidian software would be beneficial

+ Ability to learn other relevant software packages

+ Project Management experience and strong organizational skills

+ Good time management

+ Experience with MIS/data collation/Spreadsheets

+ Open to exploring Citi AI Tools to help us innovate and deliver productivity benefits

+ Min – 3 years banking / financial services experience with RFP writing a significant advantage

+ Experience in a bank’s transaction services business and front office environment experience of the corporate/commercial banking sales & cash management and/or commercial cards products

+ University degree preferred

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Job Family Group:

Commercial and Business Sales

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Job Family:

Commercial Sales Support

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$116,880.00 - $175,320.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Dec 01, 2025

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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._

_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) ._

_View Citi’s EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) poster._

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.