Personal banker position?

actually, i dont work for chase:-) and I've been with current employer for almost 3 years now.

I have worked for Chase and Bank One for over 6 yrs. I took a break to have a baby. I am going back to the bank after being a stay at home mom. I have managed at the bank and also been a consultant. The banker job is what you make it. Those who have negative posts and have to cut down those of us still working for the bank, that is your choice. I say if you want to make some great money and work for a large bank, go to Chase. Ignore all the negativity on this site!

luv2run in Littleton, Colorado said: I have worked for Chase and Bank One for over 6 yrs. I took a break to have a baby. I am going back to the bank after being a stay at home mom. I have managed at the bank and also been a consultant. The banker job is what you make it. Those who have negative posts and have to cut down those of us still working for the bank, that is your choice. I say if you want to make some great money and work for a large bank, go to Chase. Ignore all the negativity on this site!

do you not see that the negativity is coming from real experiences? and yes- i'm sure there are plenty of people on here who bash it b/c they were slackers and were treated as such- BUT, there are legitimate stories throughout these boards of terrible experiences and they are there to keep the job seekers informed. if you have had a good experience, then great- good for you. by all means share it, but don't tell people who have had terrible experiences that they shouldn't share theirs. and the negative posts aren't meant to cut those down who still work there- if that is how you feel then get over yourself.

I am fine with everyone being able to express themselves and vent. If you were treated bad in any way at Chase, I hope you took it to HR. I do find it insulting when you put others down who do have college degrees and are happy in their current roles with the bank. I don't need to get over myself because I wear no chip on my shoulder and am a genuinely nice and caring person who just wants both sides of the bank to be represented. My husband worked for a different bank and was treated horribly after 12 yrs, he is leaving. It is what it is and he is looking forward to a new career path instead of looking back.

The PB position does not require a college degree.

Is that sentence offensive even though it's true?
Again, I am not putting down the people, I am putting down the position and the company. When I state a known fact- such as "the pb position has extremely high turnover"- am I trying to be insulting? No. But I see people on here who claim to have degrees and they are trying to become a pb. Why throw away a degree on such a high turnover job with a company that has no idea how to value it's employees? ugh.

DowJones,
Wow, I thought you and I had already exchanbged our words and you were OK with my posts. I find it so offensive that you would have to think I gave sexual favors to get my promotions with Chase. You are so sick and twisted in your thinking. I am 39 yrs old. I wish I could say I am a ten as far as looks go. I am attractive, yet average. I have said many times before, I am driven and a very hard worker. I was a national achiever as a banker 2 yrs and as a wholesaler the year I was in that role. As a manager I made the incentive trip as well. It was mostly due to the team I had and how hard we all worked toghether that made us a PL 1. My manager is fair and very ethical and worked the lobby more than any managers I saw at most branches. So all of this being said, I drink no KoolAide and also have given no BJ's to upper level management. I am not a 20 something or a girl who is hot with a great body that got me to the top of my game.

It all came with hard work sometimes 60 hours as a manager, and often 50 hours a week while I was pregnant. I never asked my team to do something I would not do. I ran a window and acted as a banker or SSA most days. Again, it was hard work and a great team. So be careful making assumptions about people you don't even know.

I love my job and Chase, so sue me!!!

hey i was recently offered a job from chase and graduated school in august. i worried that my college days indulgences will ruin my chances of getting this job. can anyone comment on the type of screening they do on candidates offered the position.

Read about my nightmare at Chase before you make your final decision.

sexualharassment-alltruth.blogspot.com/

Ok, for all the people who say working for Chase, or a personal banker in general is a joke...riddle me this..and i'm serious to. I have a college degree...say I get my free licensing thru Chase and rough it out for a year or so. Since its hard as heck to get a job now at another corporation or a management or consulting position I might as well get some what other companies look at as "good training and licensing" (wether it is or isn't is not my point other companies seem to think its good stuff) Where/ What is a good path to take so I can be making lots of money, working for a good company. I'm being serious with this question...you're in my position what would you do?

WOW.......................................
Bobby Biscuits said:
Ok, for all the people who say working for Chase, or a personal banker in general is a joke...riddle me this..and i'm serious to. I have a college degree...say I get my free licensing thru Chase and rough it out for a year or so. Since its hard as heck to get a job now at another corporation or a management or consulting position I might as well get some what other companies look at as "good training and licensing" (wether it is or isn't is not my point other companies seem to think its good stuff) Where/ What is a good path to take so I can be making lots of money, working for a good company. I'm being serious with this question...you're in my position what would you do?
Reply - View Comments
Bobby Biscuits in Mount Prospect, Illinois

Hey Bobby - 1st you will never "make lots of money" unless you learn to run an automatic spelling/grammar checker - you may have problems finding that great job. 2nd SAVE your money then buy or build your own Business. 3rd read all the books from Robert T. Kiyosaki of Rich Dad - Poor Dad fame - actually, read them 2 or 3 times. Make sure you read "Rich Dad’s Prophecy" which is about a coming stock market crash......written in I believe 2002. Good Luck.............

I applied for a poition as a personal banker online and at the end took a 21 question (multiple choice) assessment. If I passed is there an additional assessment I am going to have to take? From the posts I've read it people are explaining completing one onsite.
Thanks

Hey Bobby,
Take the job at Chase and see what you think. It is a great way to get your licenses and see if it is a job for you. Plus, you can do banker thing for a year or so and put up some really big numbers. If you do well, you can get promoted quickly and having that degree always helps in dealing with your customers. There are many bankers in Colorado at Chase making anywhere from $50,000-$80,000.00. Some even make more, depending on how hard you want to work. Chase does not have near the presence here as it does in Chicago or New York. I say go for it!

The position I applied for was the Personal Banker - Management Training Program. During my phone interview, the recruiter said I would be working in a branch inside a Dominic's grocery store. I have no problem with that, but after reading the bulk of this thread, it seems that the $1400 a month commission that the recruiter claimed was average appears unreasonable. I'm not really all that concerned as I have just graudated from college and was making less than what the base salary would be.

Is this a position that is easy to move up from? I would love to work in downtown Chicago in a setting other than branch banking. Also, I am curious about the circumstances surrounding these exams and drug testing. I have never been fingerprinted for a job before, and that makes me a little nervous. Also, what kind of drug test is it? How much privacy are you given during the test, and is it only urinalysis?

Nina,
Go for the management training program. It is a great place to get training and move up. I have several friends who started in that same position that are now business managers and also a district manager and relationship managers. All are young and have been with the bank for about 4 or 5 years.

The drug test is your standard urinate in a cup. The fingerprinting is for security and background checks only. The same thing anyone who works in a bank or child care has to go through. Lastly, the assessment is really no big deal.

Good Luck!

To anyone interested in becoming a PB or any job in general w/ JP Morgan Chase, please see:

biz.yahoo.com/ap/081116/jpmorgan_chase_jobs.html

...It's always been a bad idea to become a PB, but now there is concrete proof to steer the innocent clear.

luv2run in Littleton, Colorado said: I have worked for Chase and Bank One for over 6 yrs. I took a break to have a baby. I am going back to the bank after being a stay at home mom. I have managed at the bank and also been a consultant. The banker job is what you make it. Those who have negative posts and have to cut down those of us still working for the bank, that is your choice. I say if you want to make some great money and work for a large bank, go to Chase. Ignore all the negativity on this site!

Oh please, retire your cheerleader outfit!

luv2run in Littleton, Colorado said: DowJones,
Wow, I thought you and I had already exchanbged our words and you were OK with my posts. I find it so offensive that you would have to think I gave sexual favors to get my promotions with Chase. You are so sick and twisted in your thinking. I am 39 yrs old. I wish I could say I am a ten as far as looks go. I am attractive, yet average. I have said many times before, I am driven and a very hard worker. I was a national achiever as a banker 2 yrs and as a wholesaler the year I was in that role. As a manager I made the incentive trip as well. It was mostly due to the team I had and how hard we all worked toghether that made us a PL 1. My manager is fair and very ethical and worked the lobby more than any managers I saw at most branches. So all of this being said, I drink no KoolAide and also have given no BJ's to upper level management. I am not a 20 something or a girl who is hot with a great body that got me to the top of my game.

It all came with hard work sometimes 60 hours as a manager, and often 50 hours a week while I was pregnant. I never asked my team to do something I would not do. I ran a window and acted as a banker or SSA most days. Again, it was hard work and a great team. So be careful making assumptions about people you don't even know.

I love my job and Chase, so sue me!!!

I don't need to sue you dear. What comes around goes around. We will all have our time and the jury decides in the end!

there were so many turds that were PB's in columbus, ohio several years ago...i wonder if they are still there or if they got canned. i think some have moved to other banks, probably just scraping by there too. but those soulless drones all contributed to the terrible mind-numbing environment. and our manager, wow. he was king turd. i bet he's licking donkey's bungholes somewhere on his faux-farm in rural ohio.

I worked as a PB at Chase in Manhattan for about 2 years as I was finishing up my college degree. I can tell you that the money is definitely there to be made (or at least was before the crisis) but don't expect it to be easy. I've been working in hardcore sales since I was 16 (real estate, health insurance, etc.) and the PB position is as aggressive as I've seen. You're really expected to "help" (i.e. shove every product down the throat) of every customer that walks in the door whether they want it or not. The managers tend to be very aggressive and will ride you like no tomorrow (they got their goals to meet too). Having said that, I was one of the better guys in my district and averaged about 60K a yeat between salary and commission.

So this job is definitely not for everyone, but it's not all bad either. If you're driven, aggressive, and don't take no for an answer you can make decent money with no real qualifications or experience. If you're not, then not even an MBA will help you. That's sales for ya.

Alex127 in New York, New York said: I worked as a PB at Chase in Manhattan for about 2 years as I was finishing up my college degree. I can tell you that the money is definitely there to be made (or at least was before the crisis) but don't expect it to be easy. I've been working in hardcore sales since I was 16 (real estate, health insurance, etc.) and the PB position is as aggressive as I've seen. You're really expected to "help" (i.e. shove every product down the throat) of every customer that walks in the door whether they want it or not. The managers tend to be very aggressive and will ride you like no tomorrow (they got their goals to meet too). Having said that, I was one of the better guys in my district and averaged about 60K a yeat between salary and commission.

So this job is definitely not for everyone, but it's not all bad either. If you're driven, aggressive, and don't take no for an answer you can make decent money with no real qualifications or experience. If you're not, then not even an MBA will help you. That's sales for ya.

I can appreciate what you're saying and it sounds like you are experienced and accomplished in sales, however the skills that you mentioned (driven, aggressive, etc) are ones that should not be wasted at chase- they should be taken to a company or even industry that will pay accordingly and gives a better outlook with a proper corporate culture and structure. I can only imagine how bad the pay at chase is now- it was bad several years back when the economy was good.....

The PB position is complete garbage...I was a banker for 3 years while I was finishing college. What a joke... I remember when AIG annuities were the big push due to their high credit rating. BWAHAHAHAH Must be fun handling all those early withdraws. Now I hear loans and investments are yesterdays news. The next big thing is convenience products LOLOLOLOL. The position is now a glorified tech support person who's primary goal is to set people up with online banking, bill pay and credit cards what a joke LOLOLOLOL.

I returned to the bank at one of the worst times with a down economy. Believe it or not Biff we have had no early withdrawls from those AIG accts! We have been knocking it out of the park on the mortgage side of things, and closed over 500K in investments yesterday and we are a tiny branch! Yes incentive plans change in sales, it is the nature of the business. I guess the fact that all of my bankers are hitting their numbers and 2 of them are on pace to be National Achievers speaks for itself. Don't be mislead on this site, many former employees like to slam the bank. Chase is a strong bank and there are many bankers in CO making bank!!!!!

LOLOLOL so AIG is on the brink of bankruptcy and zero people want to withdraw... get a grip. Now go setup someone's online bill pay.

Believe it or not Biff, no one withdrawing, so I will set up online bill pay and make money, help customers as well as have great benefits with one of the only banks that had a profitable 4th quarter, why do you care so much about it if you no longer work for the company, let it go!

luv2run, you need to put down the kool aid. i would be very careful how boastful you are of a business which is in an industry that is crumbling...you may "think" things are good b/c they haven't had to receive bailout funds, but the news could drop on you like a hammer in a moment's notice. for all you know, we'll be hearing that jp morgan is in dire straits next week! are they paying you to do damage control on this site?

I think you and your kool aid comments are hilarious! Great for a laugh. You heard of Washington Mutual? Largest bank failure ever?? Chase acquired the bank from the fed at a steal of a deal, that gives the bank presence coast to coast now which is something that has always been on their radar, since the bank one days. I am not getting paid for my comments, just trying to give my perspective on things, I currently work there, most of the people that have posted are no longer employees, I feel that anyone applying should be given both sides, now and then. I do think it is a shame that just because I like my job, that so many of you are so negative towards me and my posts. I have told you before I work extremely hard and have an awesome team at my branch! I have worked with my LO for 5 yrs, we were both National Achievers as bankers a few yrs ago. My AM worked at the in store and is one of the nicest and hard working people that I have ever met! My business banker is fairly new to the company and he has to be one of the nicest and most ethical employees I have ever met! We are constantly short on the teller side and I have to teller more than I would like to. My bankers are slammed and one of mine is in the top 100 in the nation. Her customers love her because she takes so much time with them and treats them the way they want to be treated. We all get a little stressed and burned out once and awhile, but they are making some good money and have a fairly solid pipeline. I have to say that we build our success on trying to give great service and help our customers take advantage of all the benefits in banking with Chase. People don't care what you know, but they do know when you truly care about them and their situation. With that being said, I hope you will finally realize I am a good person and my staff is too!

luv2run: first off, i never said you were a bad person, so let's just get that out of the way right now. next, you have to understand how your posts read- the last one is a perfect example- it sounds like a brochure for chase. i'm surprised you didn't describe you and your AM running through a meadow with butterflies while your LO sits on a rainbow or something. i'm sorry, but if your life at chase really is that great- awesome, i'm happy for you...but please understand that it's a little hard to believe, given the horrendous experiences most of us have had. if you are tellig the truth, then i'd say your situation is a very rare one and you should consider yourself extremely lucky.

You said it best "extremely lucky" and is a gross misinterperation of the company as a whole. There isn't one banker in the Metro-Detroit areas who feels this way.

OK so I get it I am lucky. Although with that being said, as a manager, I feel like I set those expectations with my team. I am lucky to have a staff who works hard and is money motivated with service in mind. I also believe you get what you ask for, so I guess also my whole team is lucky. Don't get me wrong, it took a year and a half to get the people on board and in place. We did finish top 10% and a P and L 1 in 2007. I left to have a baby in 08 and returned in December. I have had to break some bad habbits for sure, but we are all back and that comes with hard work and a BM and ABM who would never ask our staff to do anything we would not do!!!!

I am so lucky every day to work with a motivated team!!

olusola in rosedale, New York said: yes she did

Hi there, i know it is been a while! but i was wondering how did u pass! or what practice have u done before taking the assesment??Thanks

So as far as the assessment goes it is prety basic stuff, I would maybe do an ACT pracitce test and focus on Problem solving. Take your time and you will do fine!

luv2run in Littleton, Colorado said: So as far as the assessment goes it is prety basic stuff, I would maybe do an ACT pracitce test and focus on Problem solving. Take your time and you will do fine!

Thanks for ur reply but when i applied i didn't get to assesment! shall i call em and ask!? i mean when i went to the career and revealed my experience, i didn't see the assesment! thanks very much!!

hi ppl! i was wondering if the assesment for Personal banker is similar or the same for a teller position
i understand the qualifications are different but what about the assesment questions?!
Thankssssss

Response part: 1

Interesting discussion:) I worked for Bear Stearns & Co. I had a lot of the same questions as some of you did and still have a few more of my own.

In 2007, I left my previous role as Vice President of Business Development for a local commercial bank. I was earning anywhere from $80k to $200k a year. I was contacted by a recruiter based in Southern California whom persuaded me to pursue an available opportunity with Bear Stearns as a Account Executive in their "Secondary Market." Seven months later, the financial crisis initiated and hit Bear Stearns hard. At one point, I read that Bear Stearns was the #1 financial institute in 2006, they bought out the Chase Manhattan building an then a year later they crashed and closed down.

Throughout the seven months, I learned a lot and developed transferable skills I can apply to any bank. Since then, I attempted to apply for Business Banker positions at Chase, Wells Fargo, B of A, and Citibank. I interviewed with a few Branch Mangers and was later told via email that I did not met their requirements. On behalf of myself, I'll say this is this comment is not directed to any other comment previously posted, the comment about not having the right qualifications is "BS" to me. None of the managers I interviewed with or spoke to really knew about anything more than bank operations, and their "PB's" and "BB's" only knew about individual products and services.

Response Part: 2

After consulting with a handful of commercial and community bank Business Development VP's, I was informed that most retail banks train people in particular roles to only know their own job and not to have a diverse knowledge about the bank as a whole? This particular VP went on to state that typically, Branch Managers jobs are mainly operational and similar to a baby sitting job. He said that their is definitely a difference in culture and mission when comparing Retail, Commercial, Community and Union Banks. The difference is that Retail Banks are transactional based and Community Banks are relationship based, and then you have the Union Banks which are mostly NonProfit based, etc.

I am a very hard worker, ranked top 5% amongst my peers and outgoing person in general but after being declined for a PB and BB position at these banks, my feelings became really hurt and my enthusiasm towards a banking job ceased.

So instead of wasting time wondering if I wasn't hired becuase I am over qualified, if the positions were given to an inside candidate which saves the bank money in training or if I intimidated the managers by being energetic and driven... I decided to go back to school and obtain a bachelor of science degree from the University of San Francisco. I graduate next year (2010) an my concentration is in (OBL) Organizational Behavior & Leadership.

Since 2007, I have not been able to land a job in banking as a Personal Banker nor a simple intermediate Teller position, that makes me laugh! So I created about 50 different resume and my newest one shows more of my eucation first and then my work history. In additipon, I heavily down played my past career positions and have been recently lucky to get a face-to-face interview at one of the the major retail banks as a PB.

Response Part: 3

My business plan? Down play my resume as low as I need to just to land a position at the bank and then "tear" it up once I get back in. With the economy and market like it is today, I just want to get my foot in the door today and work out a plan for tomorrow. I am confident that I will surpass the bank's expectations once I get the opportunity to. Lets just say this, at Bear Stearns, your quotas are $5mm minimum, per month or you are laid off. I produced anywhere from $5mm to $10mm on average. As a "Outside Sales Account Executive", I had to develop my own leads, turning cold leads into warm leads by... prospecting, educating, qualifying and then closing. My normal week was laid out like this... Mondays were my "House Cleaning Days", the day that I would gather all of my collateral to take out in the field with me as well as the day I used to arrange my meetings and presentations for the week. Friday I visited clients by appointment only since most of my clients only worked half a day on Fridays. I rather spend that time prospecting rather than wasting time driving to client offices when no one's there. We call that "Windshield Time" in outside sales. For Tuesday thru Thursday I created my "Milk Route' and always stayed on time.

So that's my story and some of the information I learned along the way. One thing that my major "OBL" taught me is psychology and personality dynamics of individuals and how to decide which organizational potions are a better fit for particular personalities. I can't wait to be able to apply my new knowledge to the real world.

Response part: 4

A personal message to those managers that may be intimidated from my skills, you can't avoid my abilities and the fact that I am an asset to your organization for much longer. My suggestion to you is to acquire further and newer education like I did. The excuses of not hiring outgoing and driven individuals like me are going to run out. My mission is to obtain EVERY skill requirement you require for any of the positions available at your branch. At that point, I will reapply for the positions I was declined in the past and hope you decline me again so that I can formally write your corporate head quarters regarding misjudgment of talent and credibility and suggest you take a class in Organizational behavior an Leadership so that you learn more about yourself and the facts that you may have symptoms of "Emotional Contagion", "Emotional Dissonance", "Toxic Manager as well as a lack of either "EI" or IQ" ." I am too optimistic to let lazy and intimidated managers hold me back in life. I know that I will have my chance to shine again one day soon and when I do, watch out becuase the joke is going to be on you "Mr." I decided to "be the change I want to see in the future" by further polishing myself. I definitely see a new wave of highly polished, savvy and skilled people replacing the old with the new.

Response part: 5

To my Indeed peers, I basically wrote this all out of personal anger I felt in some of the other posts I read; however, I turned into positive energy and decided to further developing my overall skills so that I can surpass the challenges many of use face today. My suggestion to those that have similar challenges as I do, go back to school if you can & get new education and training so that you are up to the times and meet the requirements most companies require today. Since the economy and job market has crashed, this is a perfect time to catch up with those that are ahead of us. As a OBL Practitioner, its my job to make the organization I worked for a better environment & to get rid of "Toxic Managers!"

Thanks for listening to my experiences and outcomes. Happy Independence Day to you all!

Respectfully,

www.MohsenSalehi.com

I have been workin for Bank of America for about a yr now .. the job title is called customer marketing which is basically doing exactly what you do as a personal banker except for its over the phone. Its a stressful job coz the goals are very hard .. i make about $4200 per month .. out of which commmission is 1500$ .. der is no cap so you can make as much as you work .. but dat amt is after i work hard as hell .. and after being the top cash performer in the region for several months. i recently applied for chase pb .. to get more experience in my boat .. i passed da assessment only because i already had dealt with cc accts and calculating finance charges and other stuff at my current job. It was ez for me for those reasons. I am jus hoping the pay is good .. hopefully better den what i m gettin rite now. All these uncapped commission jobs are awesome .. it depends on ur hardwork as to what u can make.

I recently applied for PB position at Wells Fargo, and didn't go further than the first group interview. I don't have previous banking expierience, but I' ve been working successfuly at the customer service for different companies for about 3,5 years and I have MBA pursued in the different country, but I get it evaluated for US and it is the same. Of course my first language is not English, but I speak in three languages and I do speak professional English. I did pretty good in the interview, but I didn't pass. As i had a desire to work at the bank, and I even was ready to get in as a teller, I applied for teller with BofA, because I thought may be I disqualified because of luck of expierience at Wells Fargo, but with BofA i didn't even pass the phone interview. So I am concerned. They didn't hire me because i worked as a manager and supervisor at the other companies, or may be you can give me another reason guys? And now i still have thoughts to apply with Chase, I now about licenses and I can pass them easily, I am familiar with the material, but is it worrth it, or may be I can try at different field? I need some advise guys, thaks

Question
I recently applied for a personal banker position online ,took the assessment online . I received an email from a recruiter wanting to speak with me .
Is this the same test you all are talking about ?

I just took the assesment online yesterday, but ihavent heard from anyone..How long is the usual wait time? Is not hearing from anyone yet a good or bad sign?

I passed the interview with the branch manager and I have an interview with the district manager coming up soon. Can anyone tell me what to expect from this third and final interview? I hear this final interview is the hard one.

By the way, I can see both sides of the story here. I've worked 'hardcore' sales jobs before (picture Glengarry Glen Ross) and I understand why some of you complain about it while some of you are completely ok with it. I don't think this job is for everyone.

Will chase hire someone with an underage drinking ticket for the personal banker position?

It is a misdemeanor

Sonul GH in Las Vegas, Nevada said: I recently applied for PB position at Wells Fargo, and didn't go further than the first group interview. I don't have previous banking expierience, but I' ve been working successfuly at the customer service for different companies for about 3,5 years and I have MBA pursued in the different country, but I get it evaluated for US and it is the same. Of course my first language is not English, but I speak in three languages and I do speak professional English. I did pretty good in the interview, but I didn't pass. As i had a desire to work at the bank, and I even was ready to get in as a teller, I applied for teller with BofA, because I thought may be I disqualified because of luck of expierience at Wells Fargo, but with BofA i didn't even pass the phone interview. So I am concerned. They didn't hire me because i worked as a manager and supervisor at the other companies, or may be you can give me another reason guys? And now i still have thoughts to apply with Chase, I now about licenses and I can pass them easily, I am familiar with the material, but is it worrth it, or may be I can try at different field? I need some advise guys, thaks

Hi, I was wondering how it went...I applied with Wells Fargo yesterday and had a phone "interview" today. I was told in the end that they would call me if there is a "fit" for me. Is this normal? I felt like I got the brush off. I feel more than qualified, licenced, notary etc. Any advice would be great:)

Chase----away customers in columbus, Ohio said: The personal banker position is a pedestrian job, where only a high school diploma, GED, or sometimes just the ability to read suffice as acceptable qualifications. being a banker is not what it used to be. especially not at chase. this post is not coming from a bad place, i.e. contempt, jealousy, etc- its just the plain truth and anyone who really knows anthing about this company and more importantly the position of PB would know this.

If that is so, why is the screening so tough? They want you to give up your first born. I am MORE than qualified and only made it to the phone interview.

Will having bad credit eliminate a candidate for a part-time teller position?

I just had my interview with DM this past Friday. My Background: I was a life insurance agent before. I have my life license, health license and series 6 license. I graduated from 4 year college and been with a reputable Insurance company for 3 years.
This is how the interview went. I walked in. DM and I chit chatted about the distance I traveled to attend the interview for about 5 minutes. She asked me "why did you leave your previous job" Next question she asked "if I wanted to buy insurance how would you sell me? Let's roll me." I did that about 2000 times at my previous job and I killed it. She asked me about my licenses and I told her I have life and 6 but I don't have 63 but I have already studied for it and should be ready to go asap. And then she asked if I have any questions. I said I was going to save it til end of the interview. She just told me this was the end of interview. lol. I was shocked the whole thing lasted about 20 minutes and 10 of it we spent chatting about culture and local areas.
Right before I left the interview I asked when can I expect to hear from you and she said you wouldn't hear from me but the recruiter will contact you within 1 week. I drove home and it took me 2 hours to drive home. Got a call from recruiter and I was offered the job. So my interview was short because I did really well during the role playing. When one gets hired for this company they need to have Life License and Series 6 License and Series 63 license. Since I have life and 6 they felt I would be ready to start within a month. Also I am sure my sales experience in life insurance looked really good.
Usually I don't like meeting DMs. But meeting this DM was just a real pleasure. After about 5 minutes of talking to her I felt like I was talking a friend. Now I am worried bout credit check because due to economy last year I defaulted on a cc. But paid back. Hope it was reported on Beauru properly.

The math questions do deal with a lot of percentages, such as, if Sally Soandso wanted to pay off her 30 year mortgage in 20 years, and had made a monthly payment of X amount of dollars for the first 18 months, how much would she need to contribute each
month (not including interest) to pay the loan off in 20 years after the initial 18 month period. That is one of the typical questions. I had no problem taking it with only my phone calculator....most of it, I worked out on paper using addition and subtraction. I didn't have a statistical calculator nearby, nor do I know how to work one, so that kind of proves it can be done on paper. You will need a calculator for the percentage problems, normally working those questions out in several steps. I have to say, it is really a lot of working the math out in a logical manner, and then finally coming up with the answer. It is hard, no doubt about it, and I found it tricky, as well. I personally was suprised to get called in for an interview the next day after the assestment. The interview involved role playing, as if I was calling a customer, (the usual soliciting you would expect to do), and answering the usual interview questions like, "Why Chase?", or "Why do you want to leave your current job?", and like that. In all honesty, it was a little weird, because usually I get a bit of feedback, but it seemed very structured, like each persona would get interviewed the same way, and I was somewhat forced into interjecting my good qualities into the limited questions which I was asked. Maybe it was just that interviewer, who knows! Good luck with the test. I don't mind it if I worked for Chase, my self. It beats driving around town to go to people's homes to sell insurance and other products, when I can do it right from the bank...I don't care if I have to solicit in the lobby, because I can be home at night with my kids instead of driving to TimBuckToo to make a living. I wouldn't mind the low pay &steady payche