BancWest

www.bancwestcorp.com
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BancWest Reviews

2 Reviews
2.2
2 Reviews

Recommend to a friend
Approve of CEO
(no image)
J. Michael Shepherd
0 Ratings

Employee Reviews

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  1.  

    Great place to gain experience

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Career Opportunities
    Current Employee - Financial Consultant in Fresno, CA
    Current Employee - Financial Consultant in Fresno, CA

    I have been working at BancWest

    Pros

    Financial Consultant career with BancWest Investment Service provides a good outlet to gain experience in the Financial Planning sector. They will provide assistance to become licensed and pair you with an experienced Financial Advisor before you become a Financial Advisor. They are leniant at first with sales goals but you will receive feedback if you are grossly under producing. Commission payout are competitive.

    Cons

    Upward mobility is limited because many territories have established advisors. The territories that do become available usually are in lower producing areas. Salaried positions usually pay lower than competitors.

    Advice to ManagementAdvice

    Continue treating the customer as the number one priority and as the bank continues to grow keep the lines of communication opened to the front line employees.

    Recommends
    No opinion of CEO
  2.  

    It was a less than desirable experience

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Financial Advisor in Mountain View, CA
    Former Employee - Financial Advisor in Mountain View, CA

    I worked at BancWest full-time (more than a year)

    Pros

    to be able to work with Bank clients who are not happy with money market and other fixed investments......be able to cross sell and get a lot of referrals.

    Cons

    The book of business is nothing but fixed annuities and lot of small accounts not serviced in years.

    Advice to ManagementAdvice

    Be proactive....offer a salary and incentive which is aligned to do more managed money business ...step away from transactional business.

    Doesn't Recommend
    Negative Outlook

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