Jaime Moreno

Business Banking Relationship Manager

Assistant Vice President

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How to make a difference in our community. / Who wins the Premier League.

980-316-5006

620 S Tryon St
Charlotte, 28255

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I add value by listening closely and acting as a trusted sounding board, applying resourceful, strategic thinking and creative solutions to deliver client focused strategies that turn goals into actions and help businesses thrive.

About Me

Bilingual (English/Spanish) Bank of America Relationship Manager in Charlotte with 10 years of banking experience and 20+ years in client-facing roles. I hold a Management Information Systems degree and combine consumer and business banking expertise to support small and medium size businesses with lending, cash flow optimization, treasury/cash management, and payroll/HR financial solutions. I listen to your goals, simplify financial decisions, and deliver tailored, actionable strategies while building long term relationships. Outside work I play music, listen to ’80s rock, watch soccer with my family, volunteer with my church and on local financial literacy initiatives, and enjoy time with my four children.

Industry Experience

Accounting and Law Firms
Engineering Firms
Healthcare & Physician Practices
Manufacturing
Professional Services
Technology Services
Wholesale Trade

Community

Latin American Chamber of Commerce of Charlotte
National Bankers Association

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

Meet the team

Kayque Rodrigues

Merchant Specialist

Mara Maregni-Lopez

Business Banking Solutions Advisor

Vice President

BRIAN SHARP

Commercial Business Development Officer

Vice President

Joseph Voulgaris

Treasury Sales Officer

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

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From digital-capable to digital-first

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2025 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