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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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Profile

Carlos Santana is a Vice President, Relationship Manager in the Metro New York market for Business Banking at Bank of America. In this capacity, his responsibilities include leading a team of financial specialists to deliver credit, cash management and international banking solutions. Carlos’ mission is to help local companies’ thrive by understanding their core objectives and providing them with strategic solutions, valuable resources and financial guidance to achieve their goals.  
 
With over 13 years of financial services experience, Carlos joined Bank of America in 2010 as a part-time teller at the New York City Flagship financial center. Throughout his tenure, he has held various positions in consumer and small business client management, mostly serving small to mid-sized companies throughout Metro New York to support their commercial banking needs.   

Carlos is committed to making an impact in the community, and passionately supports diversity and inclusion efforts across the firm. He actively mentors junior associates and volunteers with various non-profit organizations focused on providing financial education for children, building affordable housing, and protecting the environment.

Carlos graduated with a Bachelor’s degree in Economics from Queens College. He was born and raised in New York City, and currently resides in Riverdale, NY with his wife Daniella. In his spare time, he enjoys gastronomy, traveling, the arts and culture.
  • LANGUAGES

    English & Spanish
  • INDUSTRY FOCUS

    • Transportation
    • General industries
    • Manufacturing
    • Not-for-profit
    • Wholesale Trade

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.

Michele Haher

Senior Vice President

Lending Officer

Jaqueline Bembry

Assistant Vice President

Sales Support Associate

Jvon Harris

Senior Vice President

Treasury Sales Officer

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.