Personal Banking Relationship Advisor

Stride Bank, N.A.; Bartlesville (OK); On-site; USD 36,000 - 48,000; Full time

Job summary

Stride Bank, N.A. is seeking a Relationship Banker I to build relationships with customers and prospects and to provide a range of banking services focused on personal finances and customer service.

You will engage with clients to understand their financial needs, recommend suitable products, and support account openings and funding, while adhering to regulatory requirements and bank policies.

Qualifications

• High School Diploma or equivalent is required.
• 1-2 years' experience in customer service preferred.
• Ability to read and interpret documents and present information effectively.

Responsibilities

• Develops relationships with customers and prospective customers, focusing on personal finances and customer service.
• Listens to customer needs to recommend and cross-sell products and solutions.
• Handles opening and closing account processes and associated research and compliance.

Skills

Customer service

Communication

Written communication

Education

High School Diploma or equivalent

Job description

Stride Bank, N.A. is seeking a Relationship Banker I to build relationships with customers and prospects and to provide a range of banking services focused on personal finances and customer service.

You will engage with clients to understand their financial needs, recommend suitable products, and support account openings and funding, while adhering to regulatory requirements and bank policies.