A bit of advice and insight... - Recensione dipendente - Financial Advisor presso Chase

2,0
6 mag 2015
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

The benefit package is average or above.

Svantaggi

Corrupt value system. Human Capital is just that; a consistent pipeline of interviews is constantly ongoing, for when it's inconvenient to keep YOU any longer. Someone else will dovetail right in and take your place. I was the fourth person in my role in a six year period. Poor client driven relationship practices with this level of turnover. The "core values" on every login screen of every computer are completely dismissed if they are inconvenient to pushing the bottom line up for the quarter. Micromanagement. Efficient staffing (e.g: there may be only two tellers, and one banker in the branch, so that other team members (such as Mortgage or Financial Advisor partners) are unable to solicit bankers for information on shared clients to be prepared or to help the client from havfing to tell their story over and over, provide duplicate documents, etc - let alone update one another on how the pipeline is going, or make joint time together for coaching, outbound calling, etc. Fear of reprisal: if anyone actually says what's impacting business outcomes; extreme denial by Management when the subject is broached. Starts with "no... I'm sure that's not the case, and ends with "Well, that's the direction of things... it looks like". Lack of communication across silos. Silos, themselves (e.g.: Bankers and Financial Advisors, Business Bankers, Branch Managers / different arms of the business) do not effectively communicate information without much pressure to meet outside of working hours due to "efficient staffing".

Esplora altre recensioni su Chase

5,0
18 apr 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Good pay and benefits. And full time

Svantaggi

Lots of admin work. And focusing on controls

4,0
19 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Great benefits and team atmosphere. Great training and team support. Great incentive program for investment clients.

Svantaggi

Cold calling the same leads every few weeks. Some slow days. Takes a long time to move up

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