Shani Fetra

Business Banking Relationship Manager

Vice President

ASK ME ABOUT

My dedication to helping businesses thrive.

949-405-8056

520 Newport Center Dr
Newport Beach, California 92660

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

About Me

As the Vice President and Relationship Manager at Bank of America, I specialize in delivering comprehensive financial solutions tailored to the unique needs of the healthcare, manufacturing, Accounting and wholesale industries. With over 8 Years of experience, I possess a deep understanding of the complexities and challenges these sectors face, enabling me to provide strategic guidance that drives growth and operational efficiency and Credit needs.

My commitment to building strong, lasting relationships with my clients is at the forefront of my approach. I believe that understanding your business is key to delivering effective financial strategies. I take the time to listen, analyze, and collaborate with my clients, ensuring that I am not just a service provider, but a trusted partner in their success.

In an ever-evolving market, I leverage my expertise to help businesses navigate financial landscapes, optimize cash flow, and access the resources they need to thrive. Whether you’re looking for innovative financing solutions, risk management strategies, or insights into industry trends, I am dedicated to helping you achieve your objectives.

Let’s connect to discuss how we can work together to unlock new opportunities and drive your business forward in today’s competitive environment. Your success is my priority!

Industry Experience

Accounting and Law Firms
Healthcare & Physician Practices
Manufacturing

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.

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