Premier Client Banking Advisor

JPMorgan Chase & Co.; Chanhassen (MN); On-site; USD 42,000 - 64,000; Full time

Job summary

JPMorgan Chase & Co. in Minnesota is seeking a Relationship Banker to provide welcoming, concierge‑level service while leveraging Chase solutions to meet clients’ financial goals.

You will acquire, manage, and retain client relationships, offering thoughtful banking recommendations in a busy branch setting. The role requires strong sales experience, excellent communication, and a commitment to regulatory guidelines.

Qualifications

• 1+ year of sales experience in retail banking or financial services.
• Excellent communication with clients in person and over the phone.
• Ability to build lasting client relationships and tailor banking solutions.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Excellent communication

Relationship building

Customer service

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in Minnesota is seeking a Relationship Banker to provide welcoming, concierge‑level service while leveraging Chase solutions to meet clients’ financial goals.

You will acquire, manage, and retain client relationships, offering thoughtful banking recommendations in a busy branch setting. The role requires strong sales experience, excellent communication, and a commitment to regulatory guidelines.