Asking customers the right questions to make money - Personal Banker II Chase Employee Review

4.0
Feb 7, 2012
Recommend
CEO approval
Business Outlook

Pros

The best reason would be that the firm offers excellent Medical, 401K 5% matching and Retirement plan. Beginning this year, the company is concern about employee moral.

Cons

You have to ask "special questions" to find out about the customer lifestyle so you know which products to recommend to them at the end of the conversation. It's very slick how we are trained. The customer thinks you're showing interest in them. But the goal is to sell them more and more of Chase products (which is a great marketing scheme)

Explore other reviews about Chase

5.0
Jun 21, 2026
Recommend
CEO approval
Business Outlook

Pros

Friendly environment to work for.

Cons

As banker we have to produce every month.

3.0
Jul 9, 2026
Recommend
CEO approval
Business Outlook

Pros

-location & team are important. I had an amazing team and location. Rare, but amazing for making money when aligned. -you can learn the financial industry -reputable company, great CEO -you are highly compensated to win over affluent families banking/wealth/lending relationships.

Cons

-we have 5 managers and each of them get replaced bi-annually. -The management hired does not know anything about finance, yet tasked to manage financial professionals. Zero standards for recruitment. Imagine this: An accounting firm is looking for a new accountant. The manager goes out and hires 5 "accountants" but not a single one of them is a CPA. You think, "how could this happen?" That's JPMC for you. -HIGH PRESSURE SALES TACTICS.***

See reviews by: Helpful|Rating|Date|All