UMB Bank Public Finance Banker in Houston, Texas

What You'll Do:

This position will originate new public finance business primarily in the assigned geographical/LOB 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 customer and UMB in both profitability and the risk guidelines and guide team in these areas. Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws. Other duties as assigned.

Culture of Diversity and Inclusion: We are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas.

Please visit us at to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.

In this Role, You will Need:

  • General understanding of the bond and investment banking industry

  • Solid relationship sales experience

  • High level of analytical skills, including spreadsheet and data management expertise

  • Excellent communication and presentation skills

  • Demonstrated ability to network in community, grow new business & develop sales


We strive to deliver the unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity!

What you'll get:

Unique Benefit Programs : We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!

Community Involvement: Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.

Who You Are:

  • Bachelors degree in Finance, related area or equivalent experience

  • At least 5 years related experience

  • License Required: NASD Series 7 and 63, or MSRB 52

Professional Development: We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.

Preferred Requirements:

  • Prior leadership /supervisory experience

Work Schedule:

Monday-Friday: 8:00am-5:00pm

Division Name:

Institutional Banking

Job Title:

Public Finance Banker


5555 San Felipe Street

Requisition Number:



Full Time