Public Capital Sales Executive

Responsibilities

• Develop and manage municipal lending relationships within the assigned territory
• Build and maintain relationships with key centers of influence, including Municipal attorneys, Municipal advisors, Vendors, Government and industry associations
• Identify and uncover direct and indirect municipal lending opportunities
• Review municipal financial statements and assess credit quality
• Structure and price municipal leases and loans
• Partner with the portfolio management team to support underwriting and credit approval
• Collaborate with sales coordinators to manage documentation, closing, and customer servicing
• Deepen customer relationships by uncovering needs and referring opportunities to other areas of the bank
• Maintain an accurate and up-to-date sales pipeline and proactively work opportunities to close
• Partner effectively with credit and risk colleagues to ensure sound deal execution
• Identify and mitigate credit risk while adhering to bank policies, procedures, and regulatory requirements
• Demonstrate a commitment to continuous learning and skill development
• Participate in community service, including potential service on nonprofit boards
• Attend industry conferences and actively build relationships across the municipal finance community

• Bachelor’s degree
• 5+ years of experience in municipal bond or public lending
• Proven track record of meeting or exceeding sales targets
• Demonstrated success within the municipal or public finance industry
• History of exceeding lending production goals, including call activity, new customer acquisition, loan funding, portfolio profitability
• Strong ability to analyze municipal financial statements
• Active involvement in community and/or nonprofit organizations
• Proficiency with Microsoft Word, Excel, and Power Point
• Proven negotiation skills
• Strong written and verbal communication skills

• Bachelor’s degree