Jake Tsoulos
Schaumburg,IL
Summary
Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills. Successful at excelling in fast-paced, competitive banking environments.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Assistant Banker Market-Expansion
J.P. Morgan Chase
05.2021 - Current
- Educated customers on features and benefits of banking products and services.
- Built relationships with customers to encourage repeat business.
- Ensured compliance with Illinois State financial laws as well as Federal Regulations
- Developed and maintained strong customer relationships, providing exceptional service and advice.
Retail Marketing Representative
Staples Office Store
01.2020 - 05.2021
- Identified appropriate marketing channels and target customers for campaigns.
- Drove customer loyalty and consistent sales through friendly service and knowledgeable assistance.
- Developed professional relationships with customers to increase loyalty, retention and rapport.
Education
Bachelor of Science in Finance - Finance
University of Illinois At Chicago
Chicago, IL05.2024
Associates of Science - Civil Engineering
William Rainey Harper College
Palatine, IL05.2022
Skills
- Proficient in Microsoft Suite (Word, Excel, PowerPoint)
- Workflow Analysis
- Financial Institution Regulations
- Products and Services Knowledge
- Regulatory Compliance
- Trend Forecasting
- Analytical Thinking
- Developing Customer Relationships
Certification
- CFA® Candidate
Timeline
Assistant Banker Market-Expansion
J.P. Morgan Chase
05.2021 - Current
Retail Marketing Representative
Staples Office Store
01.2020 - 05.2021
Bachelor of Science in Finance - Finance
University of Illinois At Chicago
Associates of Science - Civil Engineering
William Rainey Harper College
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