4.0
19 May 2014
Former employee, more than 3 years
Indianapolis, IN
Recommend
CEO approval
Business outlook
Pros
Unlike the big banks and some regional banks, there is more autonomy and investment options to provide clients. The management was knowledgeable and supportive of the financial advisor.
Cons
As with all banks, there is an expectation that an advisor will recommend their clients to add-on other bank products and services. The push can turn off clients but 5/3 is not as guilty of this as other banks that measure this activity daily.