BANKING BUILT FOR
Financial
Institutions
Our Financial Institutions Group understands the regulatory complexity and operational demands of financial services and delivers relationship-driven banking through a high-touch, tailored approach that supports each firm’s unique goals and long-term success.
See Services
“Great service listens first, solves second, and follows through always.”
Serving a Wide Range of Industries Including:
Broker-Dealers
Asset Managers
Future Commission Merchants
Community Banks & Credit Unions
Fintech Firms
Insurance Companies
Trust Companies
PRODUCTS & SERVICES
What We Offer
Our financial institutions specialists provide banking solutions
customized to your business needs.
General Purpose Revolving Facilities
Competitive financing providing liquidity and flexibility.
Securities-Based Line of Credit
Access liquidity from your investment portfolio without selling securities, with a streamlined digital experience and competitive rates.
Broker-Dealer Spike Facilities
Unlock liquidity to cover NSCC margin spikes for 15c3-3 timing differences.
Dedicated
Team
High-touch support delivered by a team that knows you and your business.
Specialty Deposits Solutions
15c3-3 Customer/PAB Reserve Accounts, Insured Cash Sweeps.
Treasury
Services
Full suite of treasury solutions designed for the complex and evolving needs of today’s financial institutions.
MEET THE TEAM
Financial Institutions Group
Financial Institutions
Frequently Asked Questions
Do you provide correspondent banking services?
No. Customers Bank does not provide correspondent banking services.
Do you provide personal banking services?
Yes. See our full suite of personal banking services.
What makes Customers Bank different?
Customers Bank was founded in 2009 with one goal in mind: to enable our customers’ prosperity. Founded and built by bank industry veterans, we understand that true innovation is powered by people. We pride ourselves on:
- Customer focus, first and always. Our success is defined by our ability to serve our customers — today and in the future. We invest in new product solutions and industry innovations that translate into a better banking experience for our customers.
- Exceptional service, redefined. Our Single Point of Contact model means that we know our customers by name, deliver personalized service and identify business solutions that address the unique needs of each customer.
- A strong and sustainable model. Customers Bank is one of the nation’s top-performing banking companies. Founded in 2009, today we are among the 80 largest bank holding companies in the U.S. — all powered by organic growth.
Read more about what sets us apart — including our industry-leading Net Promoter Score.