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2023 Mid-Sized Business Owner Report

Our inaugural Mid-Sized Business Owner Report captures viewpoints on the economy, financing in their businesses, labor, digitization, and more.

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AJITA CHOKSI

Vice President

Senior Relationship Manager

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Ask Me About:

My dedication to helping businesses thrive.

I’m dedicated to adding value, acting as a sounding board to help companies turn plans into action.

Profile

Ajita Choksi is a Vice President and Senior Business Relationship Manager for the San Francisco market in Business Banking at Bank of America. In this capacity, her responsibilities include leading a team of specialists focused on understanding each client’s unique needs to deliver strategic financial guidance and solutions. Ajita’s mission is to help local companies thrive by achieving their business goals, no matter how simple or complex.

Ajita began her banking career at Wells Fargo where she was most recently Business Relationship Manager in Bay area. During her banking career, she has served mid-sized companies throughout the Bay area and Southern California to support their commercial banking needs. She is also a specialist in Healthcare Industry Initiative.

To help create a more sustainable future for the companies and communities she serves, Ajita volunteers with several not-for-profit organizations focused on homelessness and making San Francisco streets safe for pedestrians/bicyclists. Most recently Ajita volunteered with Project Open Hand local food bank feeding homeless. In addition, she has also served as Board Member for Walk SF non-profit organization for years and is still a Board Member for HOA. She also serves as a member in Asian Leadership Network and Leadership, Education, Advocacy and Development for Women as well as Better Money Habits.

Ajita now resides in San Francisco, CA.
In her free time, Ajita likes hiking and enjoys travelling around the world.

  • LANGUAGES

    English & Hindi

  • INDUSTRY FOCUS

    • General industries
    • Healthcare & Physician Practices

  • COMMUNITY

    • Treasurer for HOA
    • Board Member for Walk SF
    • BOA Better Money Habit Champion
    • Volunteer with Project Open Hands Foodbank

Meet the Team

With access to the global resources of Bank of America, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Shelly Clermenco

Sales Support Associate

Imran Karim

Vice President

Treasury Sales Officer

Juan Robles

Treasury Sales Analyst

Brian Westlund

Vice President

Lending Officer

Jacquie Banuelos

Assistant Vice President

Commercial Credit Specialist

Bank of America Business Banking

As you work to take your business to the next level in an environment where business and technology sophistication are critical to having a competitive edge, you need a local banking partner who has your long-term interests at heart.

Bank of America is that local advocate. We work closely with you to understand your business goals. We then draw on our Bank wide resources, technology and experience to generate ideas and solutions that will propel your business further.

With Bank of America Business Banking by your side, you can be assured your business has the power to grow and thrive.


You can benefit from:

Local Relationship Managers who are your advocates and bring the Bank’s resources to you as a seamlessly integrated, dedicated team

Comprehensive commercial banking platform with full range of products and technology, backed by Bank of America’s strength and stability

Access to bank-wide services beyond business banking, to manage both your business and personal wealth

Let's have a conversation.

There is no substitute for a one-on-one relationship with a Bank of America relationship manager who is committed to your needs. Request an appointment today.

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