Great Benefits, Good for Brown Nosers - Private Client Banker Chase Employee Review

4.0
Feb 12, 2018
Recommend
CEO approval
Business Outlook

Pros

Very nice benefit structure and decent pension and 401K match for long time employees. Client focus at most branches and nice offices in most locations.

Cons

Shifting job duties depending on your manager. The commission structure changes every year so you have to shift focus. Make sure you add client notes to every persons account or a banker in another office could get credit and commission for your lead. Make sure you do what your manager wants or they will write you up for random stuff if they don't want you to stick around. Make sure you tag every single referral so your tellers get credit or they will stop referring to you.

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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