Public Finance Banker

UMB Bank • PA-REMOTE, PA

3d

About The Position

This position will originate new public finance business primarily in the assigned geographical/line of business market. Prepare written proposals and pitch books, make presentations to prospective and existing client base, and manage public finance negotiated underwritings and private placements. Prepare credit and bond sizing analysis for prospective transactions, manage rating presentations and coordinate work flow through negotiation and settlement of transactions. Work with key personnel within UMB Public Finance and Municipal Bond departments to identify marketing opportunities. Achieve performance metrics, customer retention goals, and new business revenue targets. Active engagements of the future success to ensure existing products are robust and work jointly to selectively establish new product/solution offerings. Balance the needs of the customer and UMB in both profitability and the risk guidelines and guide the team in these areas. Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws.

Requirements

• Bachelors degree in Finance, related area or equivalent experience
• At least 5 years related experience
• License Required: Series 7 and 63, or MSRB 52

Responsibilities

• Originate new public finance business primarily in the assigned geographical/line of business market.
• Prepare written proposals and pitch books.
• Make presentations to prospective and existing client base.
• Manage public finance negotiated underwritings and private placements.
• Prepare credit and bond sizing analysis for prospective transactions.
• Manage rating presentations.
• Coordinate work flow through negotiation and settlement of transactions.
• Work with key personnel within UMB Public Finance and Municipal Bond departments to identify marketing opportunities.
• Achieve performance metrics, customer retention goals, and new business revenue targets.
• Engage in active engagements for future success to ensure existing products are robust and work jointly to selectively establish new product/solution offerings.
• Balance the needs of the customer and UMB in both profitability and risk guidelines.
• Guide the team in these areas.
• Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws.

Benefits

• Paid Time Off
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
• Health savings accounts
• Flexible spending accounts
• Dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• Associate wellbeing program
• Associate emergency fund
• Various associate banking benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Senior