Good opportunity, could be great depending on location. - Private Client Banker Chase Employee Review

4.0
Jun 11, 2024
Recommend
CEO approval
Business Outlook

Pros

Hours Earning Potential CRM system

Cons

Every year making it a little harder to make monthly PVCs Non CRM system Back office support is good at best, if not bad/unknowledgeable/inconsistent

Explore other reviews about Chase

5.0
Jul 18, 2026
Recommend
CEO approval
Business Outlook

Pros

Good schedule like co workers

Cons

Need more pay and would like more training

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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