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Treasury Management
Treasury Management
Tools to keep your firm’s finances humming along
Our helpful, knowledgeable Treasury Management experts (like Jan!) have everything you need to manage your accounts, gain efficiencies, improve cash flow, and sharpen day-to-day operations. We’ll get to know your unique business operations, talk through your goals and pain points, and recommend the right tools that can help make it all happen smoothly.
Scroll down for more information on our suite of products for cash management.
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Private Banking
Private Banking
Personalized service delivered one-on-one
Imagine having a single point of contact for all your banking needs — a friendly, knowledgeable person who can connect you with exactly who — and what — you need. A Private Banking Team member is your personal concierge to financial solutions that grow your wealth and make life easier. Meet with a Private Banker (like Katie!) to discuss your full financial picture, including goals and needs, and find out how they can help you get where you’d like to be.
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Investment Management
Investment Management
Wealth management with your needs in mind
Our team acts as your fiduciary, helping you navigate ever-changing market environments and aligning your investments, goals, and needs. Our investment management team members (like Sam!) will analyze your current portfolio to define potential growth areas and possible risks, then monitor progress periodically to make necessary adjustments.
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Retirement Plan Services
Retirement Plan Services
Taking care of your future today
A retirement plan from UBT bundles everything you need to bolster your business’s benefit offerings. You won’t just keep people; you’ll keep them happy. And when you have questions or need help with your plan, your relationship manager is easy to reach — like Stacy, who’ll work closely with you to ensure your plan stays in compliance and has everything you and your employees need.
Treasury Management Services
Desktop Teller
Reduce costs, gain efficiencies, and improve cash flow by depositing your checks straight from your business.
Electronic payments
A powerful way to collect payments, pay employees and vendors, and move your money between institutions.
Business BillPay
Simplify your accounts payable by paying everything online from the same place.
Fraud management
Stop problems before they start with Positive Pay, which helps you prevent daily check fraud and errors with ease.
Credit and purchasing cards
Easily manage your business spending with our Visa® credit and purchasing cards.
Merchant card services
Accepting payments from your customers is easy with merchant card services from UBT.
Sweep services
Improve cash management by automatically sweeping funds to take advantage of higher interest rates.
Lockbox services
We’ll collect and process your customer payments for you, quickly and efficiently.
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Loan products subject to credit approval.
