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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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CHARLES YI

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

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

Bringing sixteen years of experience, Charles joined Bank of America in 2022. He began his banking career at J.P. Morgan Chase Bank where he was most recently a Vice President Senior Relationship Manager in McKinney, TX. Throughout his banking career, Charles has served mid-sized companies throughout the North Texas area to support their commercial banking needs.
 
To help create a more sustainable future for the companies and communities he serves, Charles volunteers with several not-for-profit organizations focused on developing young adults on the 5P’s of success (Perseverance, Passion, Positivity, People, and Presence).

Originally from Taipei, Taiwan. Charles currently resides in McKinney, TX and enjoys recreational sports, reading, hiking, and spending time with loved ones.

  • LANGUAGES

    English , Chinese , Mandarin & Taiwanese

  • INDUSTRY FOCUS

    • Government Contractors
    • Emerging Growth Companies
    • Healthcare & Physician Practices
    • Manufacturing
    • Professional Services
    • Technology Services
    • Transportation
    • 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.

Bridget Roberts

Assistant Vice President

Sales Support Associate

Lela Suhail

Vice President

Treasury Sales Officer

Ernie A. Gonzalez

Treasury Sales Analyst

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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