Treasury Sales RFP Coordinator

Peoples Security Bank & Trust Company•Bethlehem, PA

17h

About The Position

The Treasury Sales RFP Coordinator is responsible for managing and coordinating responses to Requests for Proposal (RFPs) related to treasury management services. This role ensures high-quality, accurate, and timely proposal responses that reflect Peoples Security Bank & Trust’s capabilities, risk standards, and competitive positioning. The position works closely with Treasury Sales, Commercial Banking, Operations, Compliance, and Marketing.

Requirements

A Bachelor’s degree in Business, Finance, Communications, or a related field is preferred; additional training or coursework related to banking, treasury management, or proposal development is beneficial.
Strong writing, editing, and organizational skills
Demonstrated ability to manage multiple deadlines with accuracy and attention to detail
Effective communication capabilities
Familiarity with treasury management products and related banking processes.
A minimum of two (2) years of experience in banking, treasury management, or proposal coordination.

Responsibilities

Manage the full lifecycle of treasury-related RFPs from receipt through submission
Serve as the primary coordinator for RFP timelines, deliverables, and internal inputs
Draft, edit, and assemble clear, accurate, and professional RFP responses
Collaborate with Sales, Operations, Compliance, and Pricing teams to gather required content
Maintain a centralized library of approved responses, product descriptions, and templates
Track RFP submissions, outcomes, and win/loss data
Support proposal development and sales presentations as needed
Ensure all responses comply with Bank policies and regulatory standards
Identify opportunities to improve RFP efficiency and response quality
Submit timely and accurate RFPs
Actively represents the Bank in public relations and other related community activities.
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.