Proceed with Caution with this company and this industry - Private Client Banker-Small Business Specialist Chase Employee Review

3.0
19 Jan 2021
Recommend
CEO approval
Business outlook

Pros

A few pros are their are a whole host of benefits including 401k, matching contributions, Health Insurance, LTD, STD, Life Insurance, MRA, HSA, PTO starting with 3 weeks and up to 6 weeks. Working a job at a bank is somewhat of a noble profession in that at the end of the day, you are always helping someone financially from starting a savings plan to passing inheritance on to family. From buying your first home to helping to finance the goal of purchasing rental homes. You will build relationships with good people. Since the company is in over 30 states. More than likely wherever you want to move to or travel to, if it's a large city the chances are Chase Bank will be there.

Cons

Unfortunately, there are some huge cons to the company. On a scale of 1 to 10. 10 being the worst, Chase Bank is a 20 when it comes to being micro managed. Especially in the retail branches, branch managers and their market directors are encouraged to plan out and set before you your goals each and every single day. This is for new bankers as well as tenured bankers. You are constantly compared to your peers and made to feel as if it's a one size fits all approach. You will be pulled daily in about 20 different directions. And no matter what is going on, with the company, a client or even in your personal life, you will be held to an unrealistic amount of phone calls, and meetings scheduled and held and lead generation and what leads are worked and when you'll call them back... etc. And everything is tracked. The company is very widget based choosing to focus completely on numbers and metrics rather than focus on helping employees to be the best version of themselves and have personal and professional growth and just truly helping clients. Also, unfortunately, with all this stress, upward mobility is highly impossible and the path forward is rarely show to you. If you are a banker, you may be able to be a branch manager one day. That is about it. Forget being able to be a financial advisor, employee working in the private bank or a commercial bank employee.

Explore other reviews about Chase

5.0
3 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Supportive, Attentive, Considerate, Mindful, Learning experience

Cons

Particularly hands off in regards to training

4.0
6 Jun 2026
Recommend
CEO approval
Business outlook

Pros

pays ok, and almost has all kinds of holiday off, personal leave

Cons

working experience really depends on the branch manager. some manager like to make his own little crow.

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