Diego Perez

Business Banking Relationship Manager

Assistant Vice President

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My focus on building strong relationships.

620 S Tryon St
Charlotte, 28255

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I bring positive energy and focused solutions to clients and the local community.

About Me

As a Business Banking Relationship Manager, I genuinely enjoy getting to know business owners and learning what drives them. Every business has its own story, and I believe the best relationships are built by understanding not only the numbers, but also the people behind them. My goal is to be someone clients can rely on whether they need a sounding board, guidance through a challenge, or simply a trusted contact when questions arise.

I take pride in building relationships that are based on trust, consistency, and open communication. Rather than focusing on transactions, I focus on understanding what's important to each client and helping connect them with the right solutions when opportunities or needs arise. I want my clients to know they have someone in their corner who is invested in their success and available when they need support.

At the end of the day, I strive to be more than just their banker. I aim to be a long-term partner who celebrates their wins, helps navigate challenges, and serves as a dependable resource throughout every stage of their business journey.

Industry Experience

Accounting and Law Firms
Emerging Growth Companies
Engineering Firms
General industries
Healthcare & Physician Practices
Manufacturing
Not-for-profit
Professional Services
Retail
Technology Services
Transportation
Wholesale Trade

Languages

English
Spanish

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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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