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Your organization has a responsibility to be your client’s trusted advisor, helping leverage the value of their business to benefit their employees. As your banking partner, our goal is to provide the banking tools and resources you need to be a reliable, value-adding trustee your clients expect.

Our ESOP Trustee banking experts will work closely with your organization to help maximize efficiencies, leverage capital, and minimize risk for you and your clients.

We offer banking services specifically designed for:

  • Fiduciary Trustees
  • Legal Fiduciaries
  • Court Ordered Accounts
  • Custodians
  • Financial Trustees
  • ESOP Trustees

Our full range of ESOP Trustee banking services includes:

  • Fraud Prevention
  • Liquidity and Capital Management
  • Internal Control Enhancements
  • Single Master Account Agreements
  • Direct Accounting Software Integration
  • Customized Monthly Financial Reporting

With every relationship we serve, we seek to identify new opportunities and be your trusted banking partner for years to come.

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Contact a Professional

Complete the form below and a banker will contact you.

Kurt Mair

SVP / National ESOP Director

Phone: 949.526.7152
Mobile: 949.648.2432
[email protected]

Scott Armstrong

SVP / Director of Specialty Deposits

Phone: 714.787.3723
Mobile: 714.883.7334
[email protected]