Personal Banking & Lending Advisor

Stride Bank Na

Bartlesville (OK)

On-site

USD 36,000 - 48,000

Full time

9 days ago

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Job summary

Stride Bank Na is seeking a Relationship Banker I to help customers manage personal finances, open accounts, and access lending options. You will listen to needs, explain products, and cross-sell solutions while delivering friendly service in a branch setting.

With 1–2 years of customer service experience, you will perform account openings, assist with loan applications, and ensure compliance with BSA/CIP policies. The role emphasizes accurate documentation, teamwork, and meeting branch goals.

Qualifications

  • Customer service experience with a focus on client satisfaction.
  • Strong communication and interpersonal skills.
  • Knowledge of basic banking products and services.

Responsibilities

  • Demonstrates passion by building and sharing knowledge of all retail bank products, services and specialty product lines.
  • Listens to and understands customers’ needs to make appropriate recommendations and cross-sell products and solutions based on their financial needs.
  • Takes responsibility of all functions related to opening and closing accounts, including assisting customers with selection of accounts and researching customer accounts.

Skills

Customer service
Communication skills
Banking product knowledge

Education

High School Diploma or equivalent

Job description

Stride Bank Na is seeking a Relationship Banker I to help customers manage personal finances, open accounts, and access lending options. You will listen to needs, explain products, and cross-sell solutions while delivering friendly service in a branch setting.

With 1–2 years of customer service experience, you will perform account openings, assist with loan applications, and ensure compliance with BSA/CIP policies. The role emphasizes accurate documentation, teamwork, and meeting branch goals.

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