- 1.024 Sept 2014Anonymous EmployeeCurrent Employee, more than 3 yearsNew York, NY
There are no pros about this job
Work hours are like slaves2
- 4.027 Nov 2023Relationship BankerCurrent Employee, more than 3 yearsSan Francisco, CA
Relationship Banker role is very interesting as chase has chnaged the role quite a bit over the course of the past five years. Relationship bankers are the first point of contact most times for clients. Day to day you will be dealing with Deposit Accounts, Credit Cards, Mortgages and Auto Loans. Pros you will be given the necessary training and adequate time to figure out how chase works and how to fix things. You will also be licensed with Series 6, 63, SIE, and Department of Insurance (Insurance Producer) . You work hand in hand with Private Client Bankers and Advisors to close new investments. Base Pay Range is really limited for this role, However in major metropolis area expect $27-30 plus monthly incentive
Con's You have to stay with the company a little over a year after you complete licensing or pay them back. You have two ways to close new investment deals. Refer to PCB and PCA and have them handle it. Option 2 is you work directly with PCA and close the deal yourself. In my experience PCB's are not the best at their job, PCB and RB are interchable, just close the deals yourself. Con's Most of your Incentive will be earned through investments. One investment deal pays as much as 10 credit cards or 25-30 checking and savings account to give perspective.