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2024 Business Owner Report

This year’s survey explores the perspectives, aspirations and outlooks of small and mid-sized business owners across the U.S.

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Jesse Smith is a Relationship Manager and Vice President for the Bay Area market in Business 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. Jesse’s mission is to help local companies thrive by achieving their business goals, no matter how simple or how complex.

Bringing 11 years of banking experience, Jesse has helped customers through his career from the individual achieving their financial goals to mid-sized companies in the Bay Area supporting their commercial banking needs.

To help create a more sustainable future for the companies and communities he serves, Jesse volunteers with several not-for-profit organizations focused on youth sports and youth education near his home in Concord, CA.  He also serves as a mentor for teammates across Bank of America Merrill Lynch as a member and leader.

Originally from Pleasant Hill, California, Jesse graduated with a Bachelor’s Degree in Information Technology from University of Phoenix.

In his free time Jesse enjoys spending time with his 3 children and wife, traveling with his family, hiking and seeing live music shows.


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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.

Miriam Lopez


Sales Support Associate

Imran Karim

Vice President

Treasury Sales Officer

Angelica Clark

Treasury Sales Analyst

Wendy Lam

Vice President

Lending Officer

Tiffany Sears


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.