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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.
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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.
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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.
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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.
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.
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.
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.
