Asked to provide excellent customer service but still expected to produce above average numbers - Personal Banker Chase Employee Review

3.0
Apr 16, 2012
Recommend
CEO approval
Business Outlook

Pros

Majority of employees are pleasant to work with and are team players Great insurance options Ample amount of sick pay, vacation pay, personal pay, and maternity leave Encourages diversity Will train and develop employees (so less experience doesn't work against you) Salary and incentive pay is decent

Cons

Producing above average numbers is expected, even if it means product pushing when it's not best for the customer The "In-Store" program moves you around A LOT. As soon as you get to know your customers and gain their trust, you are re-located without any say in the matter. "In-Store" Bankers have to run transactions, leaving little office time to expand your book of business. Promotions are based on numbers without any consideration of other factors (such as customer service). If you aren't producing numbers your manager is happy with, you will not be promoted, even if you have policies and procedures memorized. The pay is just okay. Top payout is great, but unlikely to be achieved.

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.***

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