Geoffrey Berg

Sr. Business Banking Relationship Manager

Senior Vice President

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My dedication to helping businesses thrive.

925-398-6148

555 California St
San Francisco, 94104

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

About Me

In Geoff's role as a Senior Relationship Manager, his responsibilities include leading a team of specialists focused on understanding each client's unique needs to deliver strategic financial guidance and solutions. Geoff's mission is to help Bay Area companies thrive by achieving their business goals, no matter how simple or how complex. Starting his banking career at a Regional Bank in Oregon, Geoff brings over 25 years of commercial banking experience to the table. In the past, Geoff has served as a commercial Credit Officer with lending authority, Sr. Financial Analyst in Risk Management and now Sr. Relationship Manager. Geoff has enjoyed serving mid-sized companies throughout the US to support their commercial banking needs. To help create a more sustainable future for the companies and communities he serves, Geoff volunteers with not-for-profit organizations focused on youth sports, economic development, local food banks, and more. He also serves as a mentor for teammates across Bank of America as a member and leader. Along with his Economics and Business Administration degrees from the University of Oregon, Geoff also earned a Science degree in Flight Technology from the Aviation Academy in his hometown. For recreation, he spends his time enjoying fun in the sun with his two sons, seeing live music shows, playing the drums, nature and exercise.

Industry Experience

General industries

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