The bank for a changing world

RFP Writer/Project Manager




United States-California-San Francisco

Job function




What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.


We are currently seeking motivated, qualified talent to be responsible for the management of the Proposal Unit and process. 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.


In this role you will:

  1. Be responsible for all proposal management activities for Business Unit proposals and provides support not limited to develop outlines, work plans , and scheduling.
  2. Utilize 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.
  3. Carefully review all questions and responses to ensure thorough and customized response. Utilizes marketing and writing experience to create persuasive text in proposals.
  4. Prior to production, reviews final proposal for grammatical accuracy and consistent formatting to ensure a professional product that encompasses BOTW's brand imaging.
  5. Maintain communications with management, offering process improvement suggestions, reporting impediments to the process and challenges faced.
  6. Work with Admin Analyst, track all solicited and non-solicited RFPs, tracking reasons for wins and losses, learning from losses to increase probability of future wins.
  7. Maintain Business Units Proposal Library with updated Q&A as resource for self and entire team.
  8. Takes advantage of available training to ensure updated product knowledge.
  9. Performs other duties as assigned.




  • Bachelor's Degree in Business or Marketing required
  • Master's/Advanced Degree in MBA preferred
  • 5 years banking and proposal writing experience

Administrative/Technical Skills/ Other Information

  • 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.

Level Supervised

  • none

The above statements are intended to describe the general nature and level of work being performed.  They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.


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.