University Associates

Financial Services

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Banking 

University Associates’ comprehensive banking services are designed exclusively for private clients. They are delivered by banking specialists, if needed, who look beyond individual transactions, working with you to structure solutions that are responsive to your needs. These banking experts provide close, personal attention while offering a full range of products and services to meet your unique needs. If no banking specialist is needed, your personal online banking is easy to understand and fully interactive for all of your needs. There are also representatives to take any questions you may have.

Our online banking offers a number of products and services including:

Checking and Savings:
We offer a complete array of competitively priced checking, savings, Money Market accounts, and Certificate of Deposit accounts designed to help you meet your financial goals.

Loans:
Manage your credit needs with a variety of comprehensive lending solutions tailored to meet your specific needs.

Mortgages:
With interest-only financing and LIBOR-based lending, we believe a mortgage should work as hard as any other investment in a portfolio. Therefore, we custom design jumbo mortgages to take advantage of tax opportunities improve liquidity and operate in concert with long-term investment goals.

Business Services:
To meet your cash management needs, we offer sweep and escrow accounts as well as electronic banking, and funds transfer capabilities and a comprehensive suite of disbursement products and services.

Electronic Banking:
To complement the personal service and advice of our private banking teams, we provide clients with advanced electronic capabilities such as Online Banking, Online Bill Paying, ATM and Check Card access, as well as free cash withdrawals at Citizens Bank ATMs.

We at University Associates are committed to giving you the personal attention you deserve. To learn more about the benefits of becoming a University Associates client, please contact us today for an assessment of your banking and overall financial services needs.

 

 

 

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