Daxa Patel

Business Banking Relationship Mgr (SB II) CA

Vice President

ASK ME ABOUT

My dedication to helping businesses thrive.

(650) 844-1691

560 S Winchester Blvd
San Jose, California 95128

With a focus on connecting client needs with the right guidance and tools, I thrive on building productive long-term relationships.

About Me

Welcome to Bank of America Business Banking. My name is Daxa Patel, Senior Business Banking Relationship Manager in Silicon Valley and San Francisco Bay Area. I am committed to understanding what makes your business unique, providing financial solutions that may help fit your needs, and helping you plan for future growth.

Through listening, planning and insight – and a firm understanding of the local market – I'll work with you to keep your business on track. From managing cash flow to finding tools to pay your employees and more, I'm here to help you focus on your priorities. Contact me today to discuss how my team and I can help you meet your business priorities.

Industry Experience

Accounting and Law Firms
Emerging Growth Companies
Engineering Firms
Healthcare & Physician Practices
Manufacturing
Professional Services
Restaurant/Food Industry
Retail
Technology Services
Transportation
Wholesale Trade

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

Resources for your business

Center for Business Empowerment

Increase your business knowledge, expand your network and see your growth potential with practical guidance from our resources and insights.

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.

How organizations combat business email compromise

This type of cybercrime remains one of the most common and potentially damaging. Here’s why your people are key to a frontline defense.

See the latest from Bank of America Institute

Uncovering powerful insights that move business and society forward.

From digital-capable to digital-first

How a new mindset can improve efficiency, save money, and enhance client satisfaction.

2024 Workplace Benefits Report

Insights to help employers support their employees’ financial wellness

Get help finding the right solutions for your business

Tell us some basic information, and we’ll provide customized product recommendations.

All programs subject to credit approval and loan amounts are subject to creditworthiness. Bank of America may prohibit use of an account to pay off or pay down another Bank of America account. Other underwriting standards and restrictions may apply. Credit and collateral are subject to approval.

Credit and collateral are subject to approval. Terms and conditions apply. This is not a commitment to lend. Programs, rates, terms, and conditions are subject to change without notice.

Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC, and wholly owned subsidiaries of BofA Corp.

"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.

Investment products offered by Investment Banking Affiliates:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value