Institutional Municipal Sales Representative

Position Overview

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.

Key Responsibilities

• Client Acquisition and Relationship Management: Engage with Tier 1 & Tier 2 municipal investors; understand their investment objectives and align them with appropriate municipal bond solutions.
• Stay informed on municipal market trends, credit ratings, developments, and economic factors affecting the market.
• Provide clients with market insight through a deep understanding of yields, spreads, and other metrics to support decision-making.
• Collaborate with trading desks and research teams to identify opportunities and execute transactions effectively.
• Achieve sales and revenue targets.
• Educate clients to persuade and inform them effectively.
• Support and promote the Bank's vision, mission, core values, organizational structure, and policies and procedures.
• Demonstrate excellent analytical, observational, and decision-making skills.
• Maintain effective relationships with Board members, officers, employees, and members of the business and civic community.
• Work effectively under high pressure situations while remaining composed.
• Provide 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.

Required Qualifications

• 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 fixed-income sales, finance, or related quantitative fields.
• Stay informed on municipal market trends, credit ratings, developments, and economic factors affecting the market.
• Proficient in Bloomberg Terminal, CRM system, and the Microsoft Office suite.
• Ability to work in a fast-paced, team-based environment with minimal supervision.
• Strong communication and networking skills.
• Effective client relationship management.
• Impeccable research, quantitative, and analytical skills, especially in explaining market events.
• Ability to organize and track overlapping tasks and assignments.
• Willingness and ability to travel as needed for client meetings, centers of influence, and for continued education and training.
• Texas Regional Bank is an Equal Opportunity Employer.