Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

JAKE TSOULOS

Schaumburg,IL

Summary

Client-focused banking professional with experience supporting high-net-worth individuals through tailored banking solutions. Skilled in identifying financial needs, recommending appropriate products, and building strong client relationships. Proven ability to analyze financial profiles, manage complex accounts, and operate effectively in high-volume, compliance-driven environments.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Private Client Banker

JPMorgan Chase
07.2025 - Current
  • Build and deepen relationships with high-net-worth clients by understanding their financial goals and delivering personalized product recommendations across banking, credit, and business solutions
  • Proactively manage a book of business, conducting regular financial check-ins to uncover new opportunities and ensure continued alignment with client goals

Relationship Banker

JPMorgan Chase
11.2024 - 07.2025
  • Develop and maintain strong relationships with personal and small business clients by proactively engaging in meaningful conversations to identify goals and financial priorities
  • Collaborate with internal partners, including financial advisors and home lending specialists, to provide seamless end-to-end support for more complex needs
  • Execute all transactions with accuracy and in compliance with operational standards and regulatory requirements
  • Actively participate in branch sales initiatives and outreach efforts to grow the client base and deepen existing relationships

Associate Banker Market-Expansion

J.P. Morgan Chase
05.2021 - 11.2024
  • Educate clients on all features and benefits that come with their relationship, while introducing additional products and services to better meet their banking needs.
  • Quickly build relationships with customers to provide a great client experience and encourage continued business.
  • Serve as an intermediary between clients, bankers, and management to increase productivity and sales.
  • Act as a leader in the branch and assist in the development of branch peers through daily activities.

Education

Bachelor of Science - Finance

University of Illinois At Chicago
Chicago, IL
05.2024

Skills

  • Prospecting & Client Acquisition
  • Relationship building and management
  • Personalized Financial Solutions
  • Client Education & Financial Literacy
  • Regulatory & Compliance Adherence
  • Cash flow management

Certification

  • Series 6
  • Series 63
  • Securities Industry Essentials (SIE)
  • Life and Health Insurance


Timeline

Private Client Banker

JPMorgan Chase
07.2025 - Current

Relationship Banker

JPMorgan Chase
11.2024 - 07.2025

Associate Banker Market-Expansion

J.P. Morgan Chase
05.2021 - 11.2024

Bachelor of Science - Finance

University of Illinois At Chicago

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