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Bank Insurance Jobs in Texas (NOW HIRING)

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Bank Insurance information

What is bank insurance?

Bank insurance refers to insurance products and services that are offered by banks, either through their own staff or in partnership with insurance companies. This can include products like life insurance, health insurance, property insurance, and credit insurance. Banks act as intermediaries or agents, helping customers access insurance solutions alongside traditional banking services. This approach is sometimes called 'bancassurance.' It provides convenience for customers and allows banks to diversify their offerings and revenue.

What are the key skills and qualifications needed to thrive in bank insurance?

To thrive in Bank Insurance, you need a solid understanding of financial products, risk assessment, and regulatory compliance, often supported by a degree in finance or business and relevant insurance licenses. Familiarity with CRM systems, underwriting software, and digital banking platforms is typically required. Strong interpersonal skills, attention to detail, and the ability to build trust with clients help professionals stand out in this field. These skills are crucial for effectively assessing clients' needs, ensuring compliance, and driving both customer satisfaction and business growth.

How does a bank insurance professional typically collaborate with other departments within a financial institution?

Bank Insurance professionals often work closely with relationship managers, loan officers, and customer service teams to identify client needs and offer suitable insurance products. This collaboration ensures a seamless experience for clients and helps the bank meet regulatory requirements. Regular meetings and joint client consultations are common, fostering a team-oriented environment where knowledge sharing is encouraged. Open communication and coordinated efforts are essential for delivering comprehensive financial solutions and achieving sales targets.

What is the difference between Bank Insurance vs Insurance Agent?

AspectBank InsuranceInsurance Agent
CredentialsMay require insurance licenses, banking certificationsTypically requires insurance licenses, certifications
Work EnvironmentBank branches, financial institutionsIndependent or agency offices, client homes
Employer & IndustryBanking and financial servicesInsurance companies, agencies
Common Search & ComparisonBank Insurance vs Insurance Agent

Bank Insurance professionals work within banks, offering insurance products to bank customers, often requiring banking and insurance licenses. Insurance Agents operate independently or for agencies, selling various insurance policies directly to clients. While both roles involve insurance sales and require licensing, Bank Insurance is integrated into banking services, whereas Insurance Agents have a broader client base outside banks.

What are popular job titles related to Bank Insurance jobs in Texas?

For Bank Insurance jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Bank Insurance jobs in Texas look for?

The top searched job categories for Bank Insurance jobs in Texas are:

What cities in Texas are hiring for Bank Insurance jobs?

Cities in Texas with the most Bank Insurance job openings:

Bank Insurance jobs near you
Infographic showing various Bank Insurance job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Business Banker

Liberty, TX • On-site

Texas First Bank . Insurance
See more jobs at Texas First Bank . Insuranceexternal

Full-time

Posted 23 days ago

Key responsibilities

  • Process teller transactions, open new accounts, and refer customers to loan officers as part of customer engagement.

  • Complete operational activities, including handling mail, night depository, and following banking procedures.

  • Interact with customers to build relationships, demonstrate care, and identify their financial needs.

Job description

Join Texas First Bank!

Enjoy a generous Sign-On Bonus and Retention Bonus as a thank-you for your commitment.

Founded in 1973, Texas First Bank is a fast-growing community bank with 27 locations across Southeast Texas. Our people are our greatest asset, and we’re dedicated to helping employees and communities thrive.

Text LIBERTYBB to (281) 688-6192 to apply and submit your resume!

Job Summary

The Business Banker position sets the tone for each client experience since they are the first point of contact for our customers and their connection to many transactions that they can initiate while visiting the banking center. They must be able to adapt to customer needs, complete service transactions, open accounts, and refer customers to other bank employees for additional support when needed. They provide exceptional customer service while having conversations and building relationships. Our Business Banker communicate with all types of customers and work as part of a team to help customers succeed financially.

In this role, you will:

  • Support customer engagement by processing teller transactions, consumer, and commercial new accounts, and making appropriate introductions to loan officers.
  • Complete operational activities while minimizing risks under established policies.
  • Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures, products, and partners across the organization.
  • Receive direction from managers and exercises judgment within defined policies and procedures.
  • Escalate questions and issues to more professional roles.
  • Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions.
  • Identify information and services to meet customers' financial needs

Responsibilities and Duties

  • Ability to educate and connect customers to technology and share the value of mobile banking options
  • Interact with integrity and professionalism with customers and team members.
  • Experience working with others on a team to meet customer needs
  • Cash handling experience
  • Ability to follow policies, procedures, and regulations
  • Identify potential fraud/risky accounts and take appropriate action to prevent loss.
  • Well-organized, independent, and able to prioritize in a fast-paced environment
  • Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Evaluates needs of potential clients and offers appropriate financial products and services.
  • Utilizes knowledge of required paperwork and systems to open new accounts; prepares documents accurately.
  • Assist customers with being able to access their safe deposit box.
  • Process and sort incoming mail, night depository, and mail transactions.
  • Responsible for following all opening and closing banking centers.
  • Support the overall banking center referral efforts. Management establishes goals for such items as Debit cards, direct deposit, online banking, or referrals for product and treasury management services bank products.
  • include the following and other duties assigned.

Job Skills and Qualifications

  • High School diploma or equivalent.
  • This position requires working knowledge of Word and Excel; must be able to type and use a ten-key.
  • Fluency in Spanish is a plus.
  • Excellent interpersonal and communication skills.
  • Ability to handle transactions accurately and quickly.
  • Strong math aptitude and attention to detail.
  • Ability to work effectively in a team environment.
  • Flexibility to work additional hours when requested and Saturdays.
  • The ability to lift up to 25 pounds and sit/stand for long periods of time

Salary Grade 03

EOE/Disability/Veteran