Relationship Banking
Relationship Banking
Business Banking, Done Personally.
We understand that running your own business takes a lot of time and effort. Our Relationship Bankers take the time to get to know you, understand your business and goals, and help you create a personalized financial plan that can take your business to the next level.
Benefits of Working with a Relationship Banker
- Single point of contact for all your banking questions
- Reliable end-to-end support on your financial journey
- Access to a real banker—no need to call an 800 number
- Able to meet you at your office, a coffee shop or other convenient public location
- Prompt issue resolution from a direct contact
- Assist your employees through their own finance needs
Personalized financial recommendations
When you partner with a Union Bank Relationship Banker, we take the time to understand your business landscape, its challenges and future goals. From there, our financial experts can recommend banking solutions that address your current needs and put you on the path to success. From financing options to insights on investment opportunities—our personalized approach ensures you receive information tailored to your needs.
One-on-one support
Say goodbye to having to rehash the ins and outs of your business needs every time you call the bank. Your Relationship Banker becomes a trusted resource who intimately understands your business dynamics and can guide you through any financial challenges you're facing. Whether you're discussing strategic plans for the year, seeking new funding opportunities or simply need advice on day-to-day operations, your Relationship Banker is a familiar face ready to provide support whenever you need it.
Your Relationship Banker can put you in touch with a dedicated team of professionals to assist you with:
- Questions about deposits
- Questions about your loans or loan payments
- How to facilitate employee direct deposit or HSA setup
- General business financial advice
- And more!
Meet on your own time, where it suits you
Running a business keeps your schedule busy, and it can be hard to fit a trip to the bank into traditional office hours. Our Relationship Bankers offer flexible meeting options that fit your schedule. Whether you enjoy the convenience of banking online or over the phone, or prefer interacting in person at a branch, in your office or over a cup of coffee—our Relationship Bankers are here to help you find financial success in a way that fits your busy life and gives time back to you.
Give your employees a great perk
Your employees are the backbone of your business, and supporting their financial well-being is just as important as managing your company's finances. Extend the perks of Union Bank's Relationship Banking services to your team as a valuable employee benefit. Our Relationship Bankers can come to your office and help them navigate their own financial goals—from setting up savings accounts to planning for retirement.