Services designed to help your office run smoothly.
Our unique understanding of medical clinics, regulatory requirements, and business operations allows us to not only deliver what we promise, but anticipate your needs. We offer a variety of tools to simplify your work and save you valuable time.
Streamline your accounts receivable with lockbox services. Your patient payments will be received, documented, and processed by experienced bankers, eliminating unnecessary delays and reducing stress on your staff.
Easily manage office expenditures with UBT Credit and Purchasing Cards. Assign individual limits, dual controls, and easy reconciliation with our expense management system.
Access your business accounts anytime with digital banking tools. Business Banking Online, Business Mobile, Business BillPay, Desktop Teller and more give you the flexibility to bank on your schedule. Help is only a call or chat away.
Meet your customers where their money is. Accepting various forms of payment is a necessity for any business. We have flexible, scaleable tools to help you find the right fit for your office.
No practice is too large or small to fall victim to fraud. Use prevention tools, like Positive Pay, and receive up-to-date fraud education to keep your finances, patient files, and business operations safe and private.
Improve the efficiency of your day-to-day operations and retain and attract top talent with a robust retirement plan. We offer benefit and retirement planning tools that give employees access to experienced fund managers, plus individualized consultations to review their plan for retirement, including self-directed options.
You’re no stranger to the rising costs of health care. Put your staff in the driver’s seat to control their health care spending with a health savings account, combined with their high deductible health plan.
Conserve your cash and manage your taxes through simple financing and leasing solutions. Enjoy straight-forward documents from a local source you can count on.
Reduce your outstanding accounts receivable and provide patients with a quality, flexible repayment option for their outstanding debt. You’ll be paid up-front, and we’ll handle all the details with your patients.
Stacy has been with Union Bank since 1993. Stacy has a Bachelor of Science degree in Business Administration from the University of Nebraska-Lincoln. She oversees the education team and coordinates with Plan Sponsors on organizing and facilitating value added Financial Wellness services. She also assists in the evaluation of current client satisfaction.
Jeff has been with Union Bank since 2006 and currently serves as a Financial Education Consultant. He has over six years of financial industry experience. Jeff has a Bachelor of Science degree in Business Administration from Nebraska Wesleyan University and has earned the Certified Funds Specialist designation from the Institute of Business & Finance.
Jason has been with Union Bank since 2013 and currently serves as a Financial Education Consultant. Jason has over seven years of financial industry experience as well as serving as a faculty member at Doane college. Jason has a Bachelor of Arts degree from the University of Nebraska-Lincoln and a Masters degree in management from Doane College.
Kellee joined Union Bank & Trust in 2008. Prior to that time, she worked as an educator and in the investment industry. Kellee has passed the Series 7 and Series 66 exams. She has a Bachelor of Art plus a Masters degree from the University of Nebraska along with a concentration in Economics.
Geoff has been with Union Bank since 2008 and currently serves as a Financial Education Consultant. Prior to that time, he served as a Marketing and 529 Field Representative for both the Bright Directions College Savings Program and the CollegeCounts 529 Fund. He has over seven years of financial industry experience and is currently pursuing his Series 6 and Series 63.