A great stepping stone for those who want to be in the banking industry - Licensed Personal Banker Chase Employee Review

3.0
Apr 4, 2011
Recommend
CEO approval
Business Outlook

Pros

The company provides excellent training to help you earn licenses to sell investments. There are great managers and almost everyone has a positive attitude. The company offers great benefits and the pay is better than average.

Cons

The location determines how well you will be compensated. There are days where all you do is handle service issues and you almost do not sell anything.

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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