Currently working as a Relationship Banker. Haven’t had no complaints with how Chase has handled the pandemic from the consumer banking side. Recently I was asked if I was interested in a Financial solutions advisor role at Bank of America. Things have slowly began to pick up at our branch and while I would like to continue my career at Chase. The bump in base salary increases as well as the earning potential. Any advice on how to make a decision? Things to consider besides pay?

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Quotas & expectations of you in the roles

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Thanks for the feedback

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Who your higher ups are. The people you report to largely determine your immediate future. Would compare chase and BoA to see who can set you up for success the best.

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Great advice. Thanks. So part of the reason of thinking about the move. I originally applied for the advisor program at Chase but was denied bc I’m already licensed and they wanted licensed individuals. But BofA is willing to take me licensed. So that’s a huge upside in my book

I used to manage FSAs at Merrill Edge years ago when the program first rolled out. Just like with Chase, your success mainly depends on the banking center you would be sitting in. It’s all about the foot traffic in your branch since you work off of referrals from the bank. If you are interested, first find out what branch you would be in and see what the traffic is like in the closest chase branch to compare. I’ve seen plenty thrive and then failed when they moved branches. It’s a pretty low key job with only having to work a couple Saturdays a month. The only real way to get promoted up from the role is to take over your managers role. It’s hard to move from FSA to another role inside of BAML.

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Thanks. Great feedback.

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