Cecilia Sotelo

Sr. Business Banking Relationship Manager

Senior Vice President

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My passion for finding creative solutions.

949-434-2127

520 Newport Center Dr
Newport Beach, 92660

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I am personally invested in the success of my clients and community, helping businesses access the resources they need

About Me

Cecilia Sotelo is a SVP and Sr. Relationship Manager for the Orange County market in Business Banking at Bank of America. She focuses on helping mid-sized companies achieve their business goals by understanding their unique needs and providing strategic financial guidance and solutions. She joined Bank of America in 2006 and has held several positions within the company. In her current role and as member of the Business Banking group she is responsible, for retaining, managing, and acquiring privately held companies with annual revenues from $5 million to $50 million. She joins forces with key partners to help companies optimize cash flow, get access to capital, strengthen digital capabilities, and invest for the future. Targeted industries include wholesalers, manufacturers, importers/exporters, government contractors, and healthcare practices to name a few. She has earned numerous top performer awards for her dedication and consistent approach to serve her clients. As an advocate of financial literacy, Cecilia is a Co-Chair of the OC Better Money Habit Chapter and a Business Development Lead for the Hispanic Latino Business Councill. Cecilia resides in Aliso Viejo CA and in her spare time, she enjoys doing outdoor activities with her two teenagers' kids and her husband. In addition, she loves traveling, trying new foods, and learning about different cultures. She is a firm believer in the quote: ''Travel is the only thing you buy that makes you richer''- Anonymous.

Industry Experience

General industries
Government Contractors
Healthcare & Physician Practices

Community

Orange County Better Money Habits
Hispanic Latino Business Council

Business solutions so powerful, you’ll make every move matter

Our financial professionals bring product, capability, and solution level expertise to the relationship proactively connecting you to our full range of solutions and intuitive digital tools, tailoring them to your business needs and priorities.

Optimize Cash Flow through Merchant Services and Working Capital Solutions

Simplify Banking through Deposit accounts and Card solutions

Strengthen Business Operations through Digital Banking, Treasury or Cash Management services

Gain Access to Capital through Credit & Lending

Plan for the Future with Employee benefits

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"Bank of America" and "BofA Securities" are the marketing names used by the Global Banking and Global Markets divisions of Bank of America Corporation. Lending, derivatives, other commercial banking activities, and trading in certain financial instruments are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Trading in securities and financial instruments, and strategic advisory, and other investment banking activities, are performed globally by investment banking affiliates of Bank of America Corporation ("Investment Banking Affiliates"), including, in the United States, BofA Securities, Inc., which is a registered broker-dealer and Member of SIPC, and, in other jurisdictions, by locally registered entities. BofA Securities, Inc. is a registered futures commission merchant with the CFTC and a member of the NFA.

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