Healthcare Banking for NMA

You handle the healthcare. We’ll handle the banking.

At UBT, our experts have the knowledge and experience that healthcare professionals like you need to ensure your personal and professional finances are running smoothly. From business banking solutions to investment management to mortgage options designed just for those in the medical industry, UBT is here to help you on your path to success. Get in touch today and find out what our people can do for you.

  • Treasury Management

    Treasury Management

    Tools to keep your healthcare business 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 tools that can help make it all happen smoothly.

    Jan Sheridan headshot 2-column 2023
  • Private Banking

    Private Banking

    Personalized service delivered one-on-one

    Our Private Banking team serves as your single point of contact to financial solutions that grow your wealth and make your life easier. Meet with a Private Banker — like Katie! — today to go over your full financial picture, talk through your goals and needs, and find out how we can help you get where you’d like to be.

    Katie Key headshot square 2023
  • Investment Management

    Investment Management

    Wealth management with your unique needs in mind

    Our team acts as your fiduciary, helping you navigate ever-changing market environments and aligning your investments, goals, and needs. We’ll analyze your current portfolio to define potential growth areas and possible risks, then monitor progress periodically to make necessary adjustments. 

    Nebraska Medical Association members are also eligible for a 10% discount on fees when you work with the Union Investment Management Group team at Union Bank & Trust. 

    Sam Eckhardt headshot square
  • 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.

    Nebraska Medical Association members are eligible for a review of your current plan — free of charge. We’ll make sure your retirement plan is cost-effective and contains all the options you need at the best possible price point. Reach out to schedule a free plan review today.

    Stacy Gutschenritter Headshot square 2023

Physician Mortgage Program

Let’s make home happen today

Residents and doctors early in their career often face difficulties getting a mortgage due to a large debt-to-income ratio (DTI). Our Physician Mortgage Program gives special consideration to those working in the medical field, offering a lower down payment option not available in conventional mortgage lending. If you’re ready to put down roots, talk to one of our Private Bankers today. 

Investment products: Not FDIC Insured — No Bank Guarantee — May Lose Value.


Loan products subject to credit approval.