Anthony Petito

Anthony Petito

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  • Timeline

  • About me

    Senior Financial Services Professional & Client Service Associate with over 13 years of experience

  • Education

    • Nassau Community College

      2005 - 2007
      BA Liberal Arts

      Deans List, GPA 3.75

    • Farmingdale State University of New York

      2007 - 2009
      Bachelors Business Management

      Activities and Societies: Deans List, Sigma Beta Delta Business Honor Society Part of the Sigma Beta Delta International Business Honor SocietyGrauduated with Latin Honors Cum Laude

  • Experience

    • JPMorgan Chase

      Feb 2008 - Dec 2015

      -Oversaw day-to-day operations and managed employee sales behaviors to successfully increase the branch’s revenues by ≈86% over four years-2x Award Winner – Nationally recognized customer experience award (2012, 2013).-Raised profit and loss level from 5 to 2 in multiple years by creating a friendly, team-oriented, and cohesive workplace where employees felt like they could thrive-Mentored and coached new hires and junior team members on career development and productivity tips to ensure their success within the branch-Led branch through multiple successful internal audits Show less -Assisted clients with all walk-in, telephone and email transactions and inquiries including deposits, cash withdrawals, transfers, ATM card support, and general bank account servicing-Advised clients on effective banking practices and fostered a positive professional environment. Built rapport with clients by getting to know each client while consulting to achieve their individual goals and needs-Successfully took over vacant manager role and led the branch through a successful internal audit, which resulted in a perfect rating measured by federal and bank regulations and a promotion to Assistant Branch Manager Show less

      • Assistant Vice President, Assistant Branch Manager

        Nov 2011 - Dec 2015
      • Lead Teller, ATM Custodian, Vault Custodian

        Feb 2008 - Nov 2011
    • J.P. Morgan

      Dec 2015 - Jan 2022

      -Point of contact for >100 clients applying for Round 2 Payroll Protection Program (PPP) loans, as well as Forgiveness for Round 1 and Round 2, guiding clients on SBA requirements and proper procedure.-Technology Subject Matter Expert for addressing technical issues and answering internal questions on programs used in the application and forgiveness processes, as well as troubleshooting client issues with the JPM portal.-Backup Manager for a team of ~16 employees, ensuring efficient workflow and continuity of services as needed. Show less -Oversaw a global portfolio of $12MM in annual bank revenue consisting of 29 client relationships in diverse sectors including Government, Healthcare, Higher Education, and Not-for-Profit (GHHN) -Proactively conduct in-depth analysis of the client’s financial portfolio and priorities to determine how best to leverage products and capabilities to continuously add value for the client-Partnered with a cross-functional team, including Banking, Treasury Management, and Credit, to facilitate a client-facing solution presentation for prospective VIP clients which resulted in winning RFP bid's and onboarded mulitple clients, increasing footprint in the Northeast.-Consistently met or exceeded performance expectations measured by monthly scorecards and performance reviews. Recognized for performance by senior leadership in both Service and Sales departments. Show less

      • Client Services Associate

        Dec 2020 - Jan 2022
      • Client Service Associate

        Feb 2017 - Dec 2020
      • Client Service Analyst

        Dec 2015 - Feb 2017
    • Capital One

      Dec 2021 - now
      Senior Associate, Commercial Client Solutions- Middle Market
  • Licenses & Certifications

    • Notary Public

      New York State