I've never worked for Chase, per se, but I worked for Bank One before Chase bought it. Twelve years ago, I advanced from Teller Manager to Personal Banker and received one week of formal, in-depth training from Schneider Sales Management out of Englewood, Colorado. I then received additional, ongoing training for the remainder of the time that I was with Bank One.
My initial one-week training came from Schneider's "Selling for Bankers" program. In 12 chapters, we covered a lot of territory:
Section I: Selling to the Customer's Viewpoint
Chap. 1 Selling to the Customer's Concept of Value
Chap. 2 Adjusting to Customer Behavior Styles
Section II: Gaining Customer Trust
Chap. 1 Making Positive First Impressions
Chap. 2 Creating a Unique Selling Proposition
Section III: Profiling
Chap. 1 Effective Listening and Profiling
Section IV: Coaching and Persuading
Chap. 1 Coaching Your Customers to Financial Solutions
Chap. 2 Using Sales Resistance to Advantage
Section V: Advancing Customer Action
Chap. 1 Gaining Customer Action
Chap. 2 Adding to the Sales
Chap. 3 Writing Sales Letters and Selling by Phone
Action Plan: Planning Your Sales Development Strategy
Chap. 1 Preparing Your Sales Game Plan
Chap. 2 Getting Started: Your Personal Action Plan
This was the beginning of my career in selling banking and credit union products. Since then, I've received other training from this same company at the credit union where I now work. I love what I do; I love helping customers with their various banking needs.
The success or failure of any personal banker depends on several "keys," one of which is outstanding customer service. Developing this level of service takes time, patience, and hard work, but it's within the grasp of anyone who desires to become a personal banker. Don't give up. You can do it.
Hope this helps.