DIEGO PEREZ

Business Solutions Advisor Officer 7921 Providence Rd
Charlotte, NC 28255

704-386-6952

Have a service question?

General Servicing Questions: 888.BUSINESS
(888.287.4637)
Remote Deposit Online Support: 877.270.1242
Online Banking Support: 866.758.5972
Merchant Services Support: 833.344.2324
Small Business Credit Card Customer Service: 800.442.1043

An introduction to your Small Business Specialist

Welcome to Bank of America Preferred Business Solutions. 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.

What would you like the power to do?®

Explore the five topics below to see how we help our business clients succeed.

Priorities of business owners like you

A smiling woman sitting ona computer desk in a brightly lit office

Optimize cash flow

With the right resources, managing cash flow can be more efficient.

I'm looking forward to working with you. Contact me today.

Cash flow considerations

Manage receivables and payables
Track payments and expenses
Accept a range of payment options
Control expenses and maintain profit margins

Simplify banking

We'll discuss customized solutions that may save you time and money.

It all starts with a conversation. Contact me today.

Keys to simplifying your banking

Process banking tasks whenever, wherever
Automate routine tasks
Invoice and pay electronically
Confidence with overdraft security

Strengthen business operations

By working together, we can find ways to reduce costs, increase productivity and improve efficiency.

I'm ready to listen. Contact me today.

Strategies for stronger operations

Identify innovative technologies to help run your business
Provide efficient payroll solutions
Attract and retain employees
Automate or delegate banking tasks

Gain access to capital

As one of America's leading lenders, we've helped thousands of businesses like yours get access to capital when and how they need it.

Let's connect. Contact me today.

Leverage capital for growth and stability

Improve business performance using technology, ecommerce and more
Fund expenses (services, payroll, equipment and more)
Maximize existing capital
Bridge cash flow gaps (AP/AR)

Plan for the future

With the full resources of Bank of America, together we can plan for your next milestone.

I'd like to know more about your business. Contact me today.

Guidance for your future goals

Create a 3-5 year business plan
Keep your business on the right path
Build wealth and plan for retirement
Review personal and business goals to prepare for the future

In addition to helping you with the five business priorities, Bank of America continually develops information and strategies you can use to improve your business.

Center for Business Empowerment

There's a lot more to running a business than just balancing the books. Visit our Center for Business Empowerment site to learn about the latest economic trends, as well as tools and solutions that can help you achieve your business priorities.

Contact me for more information.

In the spotlight

Products and services

Looking for specific tools and resources that can enhance your operational efficiency or help your business grow? Here are some additional products and services.