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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

Max Chu is a Vice President, Business Banking Relationship Manager for the New York City market 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. Max’s mission is to help local companies thrive by achieving their business goals, no matter how simple or how complex.

Bringing eight years of experience, Max joined Bank of America in November 2018 as a Small Business Banker. He began his career at a boutique law firm in NYC as an associate attorney. Max has served small and mid-sized companies throughout the United States to support their business and commercial banking needs.

To help create a more sustainable future for the companies and communities he serves, Max volunteers with non-profit organizations such as the Chinese Cultural Association, focused on elementary and middle school education. He also serves as a mentor for teammates across Bank of America. Hailing from Queens, NY, Max graduated with a JD in 2013 from Cardozo Law School. He presently resides in Rego Park, Queens with his wife and daughter.
  • LANGUAGES

    English , Chinese & Mandarin
  • INDUSTRY FOCUS

    • General industries
    • Accounting and Law Firms
    • Healthcare & Physician Practices
    • Manufacturing
    • Professional Services
    • Technology Services
    • 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.

Geoffrey Frank

Vice President

Lending Officer

Tameka Wilson

Officer

Commercial Credit Specialist

Laurence Knobels

Officer

Sales Support Associate

Shashi Hingorani

Vice President

Treasury Sales Officer

Diane Anastasio

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.