Relationship Banking Specialist: Personal Finance & Loans

Stride Bank, N.A.; Woodward (OK); On-site; USD 40,000 - 55,000; Full time

Job summary

Stride Bank, N.A. in Oklahoma seeks a Relationship Banker I to build lasting relationships with customers and provide a range of banking services with an emphasis on personal finances and lending.

You will learn bank products, listen to customer needs, present solutions, and assist with account openings while ensuring compliance with policies and procedures. This role supports branch goals and encourages teamwork with fellow banking specialists.

Qualifications

• High School Diploma or equivalent is required.
• 1-2 years' experience in a customer service role is preferred.
• Ability to read and interpret procedures and regulations.

Responsibilities

• Build knowledge of retail bank products and services.
• Listen to customers and make recommendations; cross-sell solutions.
• Assist with opening/closing accounts and document requirements.
• Advise on consumer loans and guide underwriting and funding.
• Maintain compliance and complete logs and reports.

Skills

Customer service

Cross-selling

Account opening

Loan knowledge

Regulatory compliance

Education

High School Diploma

Job description

Stride Bank, N.A. in Oklahoma seeks a Relationship Banker I to build lasting relationships with customers and provide a range of banking services with an emphasis on personal finances and lending.

You will learn bank products, listen to customer needs, present solutions, and assist with account openings while ensuring compliance with policies and procedures. This role supports branch goals and encourages teamwork with fellow banking specialists.