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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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JOANNE LEE

Vice President

Senior Relationship Manager

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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

Joanne Lee is a Vice President, Senior Relationship Manager for the Greater Central Valley market in Commercial Banking at Bank of America.  In this capacity, her responsibilities consist of leading a team of financial specialists to deliver tailored financing and cash management solutions for privately held companies with annual revenues between $5 million to $100 million.  Joanne’s mission is to help local companies thrive by achieving their business goals, no matter how simple or how complex.


Joanne has had a diverse banking background in Consumer, Small Business and Commercial Banking.  In her current role, she serves as the primary point of contact for the client, leading and coordinating an extended team of specialists in the delivery of strategic, integrated financial solutions and guidance to local area businesses with full range of products and technology provided by Bank of America.

She graduated from university of California, Berkeley HAAS School of Business and enjoys walking, hiking in nature and is passionate about traveling.

  • LANGUAGES

    English & Korean

  • INDUSTRY FOCUS

    • General industries

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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