Kristin Cascardi
Huntington,NY
Summary
Senior banking VP with 20+ years of leadership in business relationship management and branch operations. Proven track record in managing business banking portfolios, driving revenue growth, and delivering customized lending solutions. Expertise in consultative sales, credit and risk analysis, and team leadership, consistently surpassing performance goals and improving client retention.
Overview
20
20
years of professional experience
Work History
Business Relationship Manager Senior - Deepening VP
JPMorgan Chase
12.2017 - Current
- Manage a portfolio of 100+ business banking clients generating $5MM+ in annual revenue, delivering tailored lending, treasury, and financial management solutions.
- Serve as trusted financial advisor to small and mid-size business owners, building and sustaining long-term relationships that drive loyalty and growth.
- Identify cross-selling opportunities to deepen client relationships and increase wallet share through strategic, needs-based solutions.
- Analyze financial statements, business performance metrics, and credit needs to recommend financing strategies and advise on loan renewals.
- Developed and leveraged Center-of-Influence (COI) relationships to secure new business and enhance market production.
- Mentored and trained new relationship managers while representing the market on the leadership council, driving firmwide best-practice initiatives.
Branch Manager
JPMorgan Chase
01.2009 - 11.2017
- Owned full branch sales and operations for a portfolio of 5,000+ households, driving deposit, loan, and investment referral growth beyond annual goals.
- Directed all aspects of branch performance including compliance, staffing, risk governance, and financial results while sustaining audit readiness.
- Led and developed a 15-person team, building a culture of accountability, client focus, and operational excellence.
- Recruited and mentored employees, fostering career development and succession planning to enhance customer retention.
- Established relationships within the community to enhance market presence and create new business opportunities.
Assistant Financial Center Manager, AVP
Washington Mutual Bank
08.2006 - 12.2008
- Managed daily operations of financial center to ensure smooth service delivery.
- Owned daily and weekly operational reporting, standardizing processes to ensure consistent audit results.
- Directed branch operational controls to minimize risk exposure and enhance district-wide audit outcomes.
- Supervised and trained staff on customer service and banking procedures.
- Handled customer inquiries and resolved issues effectively and promptly.
Education
Bachelor of Business Management -
Hofstra University, Frank G. Zarb School of Business
05-2005
Skills
- Strategic sales
- Financial analysis
- Revenue and portfolio growth
- Business leadership
- Leadership and talent development
- Client experience management
Personal Information
Title: Senior Business Relationship Manager
Timeline
Business Relationship Manager Senior - Deepening VP
JPMorgan Chase
12.2017 - Current
Branch Manager
JPMorgan Chase
01.2009 - 11.2017
Assistant Financial Center Manager, AVP
Washington Mutual Bank
08.2006 - 12.2008
Bachelor of Business Management -
Hofstra University, Frank G. Zarb School of Business