Averi Simpson
Chicago,IL
Summary
Enthusiastic financial professional seeking to make a difference in the lives of our underserved and overlooked
communities by way of financial literacy. Team leader who applies excellent relationship-building and communication
skills to garner attention for important social concerns including diversity within the financial industry as well as
generational wealth building for marginalized individuals and their families.
Overview
5
5
years of professional experience
Work History
Business Relationship Manager I
JP Morgan Chase Bank NA
Chicago, IL
10.2021 - Current
- Managed and maintained a portfolio of 90+ business clients with annual revenue of $1-5 million
- Identified and pursued potential new business clients seeking ways to increase the value of their business banking
relationship - Established strong relationships through thoughtful communication with clients to effectively determine their needs
and recommend the best products and services to meet said needs. - Represented the firm at events focused on community engagement and education to build brand awareness
and increase visibility
Private Client Banker
JP Morgan Chase Bank NA
Chicago, IL
10.2020 - 10.2021
- Established new accounts for high net worth clients and serviced existing accounts to maximize revenue and
overall client experience. - Collaborated with mortgage and wealth management partners to assist customers with specialized needs
Relationship Banker
JP Morgan Chase Bank NA
Chicago, IL
05.2019 - 10.2020
- Developed and maintained and strong client relationships through quality, personalized interactions to address
banking and financial questions and concerns - Proactively connected with clients in-person and via phone to give updates regarding benefits that could further
enhance their banking relationship
Education
MBA - Entrepreneurship And Strategic Innovation
University of Illinois At Urbana-Champaign
Champaign, IL05-2025
Bachelor of Science - Advertising
University of Illinois At Urbana-Champaign
Champaign, IL05-2018
Skills
- Financial Services
- Team Leadership
- Relationship Building and Management
- Consultative Selling
- Public Speaking
- Written and Verbal Communication
Timeline
Business Relationship Manager I
JP Morgan Chase Bank NA
10.2021 - Current
Private Client Banker
JP Morgan Chase Bank NA
10.2020 - 10.2021
Relationship Banker
JP Morgan Chase Bank NA
05.2019 - 10.2020
MBA - Entrepreneurship And Strategic Innovation
University of Illinois At Urbana-Champaign
Bachelor of Science - Advertising
University of Illinois At Urbana-Champaign