Institutional Municipal Sales Representative
Texas Regional Bank
Houston, TX
Description
Position Summary
The Institutional Municipal Sales Representative will have a deep understanding of municipal bond markets, strong sales acumen, and the ability to provide tailored fixed-income solutions to meet client’s needs.
Principal Duties and Responsibilities
- Client Acquisition and Relationship Management.
- Engage with Tier 1 & Tier 2 municipal investors: understanding their investment objectives and aligning them with appropriate municipal bond solutions.
- Stay informed on municipal market trends, credit ratings and developments and economic factors affecting the market.
- Provide clients with market insight with a deep understanding of yields, spreads and other metrics to support client decision-making.
- Collaborate with trading desks and research teams to identify opportunities and execute transactions effectively.
- Achieve sales and revenue targets.
- Educate the clients as much as they will persuade them.
Other Responsibilities
- Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
- Must have excellent analysis, observation and decision-making skills.
- Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned.
- Excellent interpersonal and communication skills are necessary for maintaining effective relationships with Board members, officers, employees, and members of the business and civic community.
- Individual should be able to work under high pressure situations and then should remain composed.
- Provide a strong, compassionate and visible leadership, to foster positive attitudes and trust among employees, customers, and prospects.
- Comply with federal and state regulations as well as all established Bank policies and procedures.
- Other duties as assigned.
Qualifications, Education and Experience Recommendations
- A bachelor’s degree in finance, business, or relevant experience.
- Must hold a Series 7 and 63/65 License and be registered with the Securities and Exchange Commission.
- Three or more years of experience in a fixed-income sales, finance or business background, particularly on the quantitative side.
- Stay informed on municipal market trends, credit rating, and developments and economic factors affecting the market.
- Proficient in Bloomberg Terminal, CRM system and Microsoft Office suite of products.
- Ability to work in a fast-paced, team-based environment with minimal supervision.
- Strong communication and networking skills.
- Strong client relationship management.
- Impeccable research, quantitative and analytical skills, especially in explaining market events.
- Ability to organize and track overlapping tasks and assignments.
- Must be willing and able to travel as needed for meetings with clients, centers of influence and for continued education and training.
- Texas Regional Bank is an Equal Opportunity Employer.
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