Trusted By

Roles We Specialize In

  • Bank Tellers & Member Service Representatives
  • Loan Processors & Loan Support
  • Insurance Administrative Assistants
  • Policy Processing & Policy Admin Support
  • Customer Service Representatives (Banking & Insurance)
  • Branch & Agency Operations Support
  • Claims Administrative Support
  • Deposit & Account Operations
  • Mortgage Support Specialists
  • Compliance & KYC Support
  • Account / Client Support Coordinators

Banking, Insurance & Financial Services Job Outlook

Hiring in banking, insurance, and financial services remains active — but the types of roles and skills employers need continue to shift.

Current hiring picture

  • 65% of companies plan to expand their finance teams in 2026
  • 70% of finance and accounting leaders are increasing their use of contract and flexible talent
  • Roughly half of insurance companies plan to grow headcount this year, while many others are holding steady
  • Business and financial occupations are projected to grow faster than the average for all occupations through 2034, with hundreds of thousands of openings each year driven by both growth and the need to replace workers who leave

What’s changing
Automation and digital tools are reshaping many traditional roles. Routine processing work is increasingly supported by technology, which means employers are placing greater value on people who can:

  • Stay highly accurate and organized
  • Handle exceptions and complex situations
  • Deliver strong customer service
  • Work well within regulated environments
  • Adapt as systems and processes evolve

In insurance, a large wave of retirements is also creating ongoing replacement demand. Industry estimates suggest hundreds of thousands of positions will need to be filled over the coming years as experienced workers exit the workforce.

Who We Support

We work with banks, credit unions, insurance agencies, brokerages, mortgage operations, and financial services organizations across the DMV that need reliable people in customer service, administrative, and operations roles.

Why Employers Choose First Team Professional?

  • Our Candidates

    Every person we work with completes our proprietary Talent Profile Form (TPF). This goes far beyond a resume. It helps us understand their work style, strengths, communication preferences, career goals, and what kind of environment they thrive in. The result? Better matches and fewer mismatches for your team.

  • We understand the local reality

    We know the DMV. That includes realistic commute times, traffic patterns, and which areas candidates are actually willing to work. We won’t push someone into a role that looks good on paper but fails in real life because of location or schedule. Local knowledge protects both you and the candidate.

  • High-touch, relationship-driven approach

    Backed by decades of staffing experience through First Team Staffing, our professional division treats every opening with real accountability. You work with people who care about the outcome, not just the placement.

How Our Process Works

Discovery (Req Intake) — We take the time to understand the role, team dynamics, tools used, and what success actually looks like in your environment.

Targeted sourcing & screening — We identify and evaluate candidates against both technical and soft-skill requirements.

Presentation — You receive qualified candidates with clear notes on strengths and fit.

Support through placement — We stay involved during onboarding and the early period of employment to help ensure a strong match.

Ongoing partnership — Many clients use us as an extension of their hiring team for recurring administrative needs.

Frequently Asked Questions

What banking and insurance roles do you fill most often?

Bank Tellers, Member Service Representatives, Loan Processors, Insurance Administrative Assistants, Policy Processing support, Customer Service (banking and insurance), Branch and Agency Operations Support, Claims Administrative Support, and related back-office roles.

What areas do you cover?

We support employers across Baltimore, Washington D.C., and Virginia (the greater DMV region).

Do you place talent in both banks and insurance agencies?

Yes. We support banks, credit unions, insurance agencies, brokerages, and financial services organizations across the DMV.

How do you make sure candidates will actually succeed in the role?

In addition to skills screening, we factor in real-world details like commute times, schedule expectations, and work environment. We won’t place someone in a role where the location or logistics make success unlikely.

Do you offer temporary, temp-to-hire, and direct hire options?

Yes. We support temporary coverage, temp-to-hire arrangements, and permanent direct-hire placements depending on what works best for your team.

How quickly can you present candidates?

We maintain an active pipeline of pre-screened administrative professionals, which allows us to move quickly on most openings while still protecting quality.

What information do you need from us to get started?

A clear understanding of the role, key responsibilities, required skills, schedule, location, and what success looks like on your team. We gather this during a short intake conversation.