Former Employee3.6Sep 12, 2023Great company that I worked for many years however the sales position could use some work on the structure.
Great company that I worked for many years however the sales position could use some work on the structure.
Current Employee2.0Jun 23, 2023My role was Private Client Banker, a personal banker who is supposed to primarily with "Private Clients" ($150,000+ in assets) and to acquire and retain a portfolio of said clients for cross-selling and upselling opportunities. Unfortunately, my experience was that the Private Client brand was severely diluted and no longer held the value it was once acclaimed for....Read More
My role was Private Client Banker, a personal banker who is supposed to primarily with "Private Clients" ($150,000+ in assets) and to acquire and retain a portfolio of said clients for cross-selling and upselling opportunities. Unfortunately, my experience was that the Private Client brand was severely diluted and no longer held the value it was once acclaimed for....Read More
Former Employee3.7Jan 31, 2024Overall experience was positive. They treat you like a robot and sometimes it's difficult to see the light at the end of the tunnel, but if you try hard and get decent results you get treated well and opportunities arise. If you like it, stay. If you don't, leave, but overall worth a shot
Overall experience was positive. They treat you like a robot and sometimes it's difficult to see the light at the end of the tunnel, but if you try hard and get decent results you get treated well and opportunities arise. If you like it, stay. If you don't, leave, but overall worth a shot