Bancassurance Specilist

Who we are

Do you want to join a well-established bank with a start-up culture? No, we’re not joking!

We, at tbi , have been one the most profitable banks for years and we are growing at a fast pace. We’re a bank with a long history of success that operates as a start-up and we’re always on the lookout for new opportunities to grow our business. How do we do that?

It's all about our people . Our team is made up of brave, passionate and caring people who don’t just want to follow the same path – we want to transform into mobile-first, state-of-the-art lifestyle ecosystem. Our colleagues love working here – 80% of them would recommend tbi as an employer to their friends and family. Our people are engaged in challenging and meaningful work, inspired to grow their potential and career, encouraged to learn and empowered to take decisions. That’s not corporate babble, it’s what our people say.

Do you want to play a key role in our unique success story? If so, we’re looking for a Bancassurance Specilist to join us on the journey to success.

What You’ll do

• Execute the local Bancassurance strategy in the Romanian market, ensuring alignment with Group objectives, governance standards, and business priorities.
• Drive the implementation and continuous enhancement of insurance products, pricing initiatives, sales performance activities, and the Bancassurance roadmap to support sustainable business growth.
• Monitor market trends, customer needs, and competitor activities, providing valuable insights to HQ to optimize products, propositions, and commercial performance.
• Identify opportunities to improve processes, operational efficiency, and the overall customer experience across Bancassurance activities.
• Provide operational and analytical support for Bancassurance initiatives, ensuring timely execution of key projects and business priorities.
• Manage day-to-day relationships with insurance partners, ensuring effective communication, issue resolution, and seamless operational delivery.
• Collaborate closely with cross-functional teams, including Product, Sales, Training, Operations, and insurance partners, to successfully deliver strategic initiatives.
• Support the implementation of new products and features through testing, coordination, and hands-on project execution.
• Develop and maintain sales follow-up plans, ensuring transparency, consistency, and strong execution across the sales network.
• Partner with the Training team to support the effective rollout and adoption of sales methodologies and product knowledge.
• Contribute to process optimization and continuous improvement initiatives that enhance operational effectiveness.

Perform other Bancassurance and insurance-related responsibilities as required to support business objectives.