Our Services

We provide a suite of solutions and corporate services to our member banks that includes compliance, human resources, information technology (IT), marketing, mortgage loan operations and more. Our member banks are equipped with the support they need to grow their businesses.

By partnering with the accounting team, our member banks benefit from a dedicated resource to apply accounting standards that provide scale and strengthen control. Other accounting support includes financial, regulatory, and managerial reporting, strategic financial planning and budgeting analysis. Additionally, our team helps reduce bank costs by working with existing systems and staff.

Our compliance team is a dedicated resource that helps navigate the intricacies of compliance regulations and provides member banks with services that span from ongoing training to regulatory support. Other services include counsel and support to member banks’ compliance officers and Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) services that include preparation for the Office of the Comptroller of the Currency (OCC) exam and access to anti-money laundering software programs.

Sharing the development and investment of digital products and services greatly enables strategic growth and relevancy. Our member banks benefit from a centrally managed core platform and modern digital banking services. This provides customers with an optimal digital banking experience.

In addition, our Information Technology (IT) department provides technology infrastructure, software support and services for each member bank. During the member bank onboarding process, our team assists with installation of appropriate equipment, hardware and network connectivity and provides training for employees. Ongoing, banks have a dedicated resource for information, training and guidance for any technology needs. Our team is the point of contact for all technology and data-related contracts.

From contract maintenance to cost analysis consultations, our facilities team works to streamline maintenance by finding new solutions to replace obsolete or inefficient practices. The team serves as the point of contact for lease management, property maintenance and leads renovation and facility update projects.

New and existing employees across our member banks benefit from a dedicated human resources department that acts as their go-to resource for payroll, recruiting and more. Our human resources team works to ensure compliance with human resource laws and regulations to keep the enterprise and member banks protected. Additional responsibilities include fulfilling employment and staffing needs, providing access to human resources software programs and helping streamline:

  • Onboarding and offboarding processes
  • Recruiting
  • Benefits
  • Payroll
  • Performance management

Providing information security guidance is a top priority. Our member banks benefit from comprehensive information security protection, disaster recovery, business continuity services and access audits. Member banks also have access to employee-specific training resources, secure remote access software and other security software through enterprise pricing. Our team assists with bank-wide information security training and testing, as well as management and board reporting.

Making sure our member banks meet regulatory requirements operating in a safe and sound manner is our number one priority. We offer custom risk-based audit plans for each bank. The team will work with each member bank to determine compliance with policies and procedures, assess the quality of internal controls, and identify opportunities for improvement.

Marketing is a key component of all strategic growth plans and a valuable service offering for our bank partners. Through individualized consultation, our team of marketing experts can create a comprehensive marketing plan to fit our member banks’ goals. From establishing a social media presence to digital advertising and traditional tactics like print, media and outdoor, our bank partners can count on the development and execution of a creative and robust marketing plan that suits their needs and budget.

From fewer errors to faster closing times and increased user satisfaction, M2, our mortgage operations solution, enhances your customer’s experience while streamlining your bank’s operational functions when it comes to mortgage lending.

We are committed to satisfying the existing and growing needs of our member banks. Our team is focused on expanding our operational services within the deposit, consumer, and commercial lending spaces.

Our expert team of project managers coordinate and execute internal projects aligned with helping our enterprise and bank members achieve their goals and adhere to their strategic plan. Our team is responsible for establishing project management processes and procedures, leading project team execution and governance reporting. Additionally, a dedicated integration management team is available to facilitate the smooth onboarding of all new member banks, including managing a robust project plan, resource team and onsite training.

Our team offers member banks guidance, support and assistance during regulatory and audit inquiries. In addition, the department offers management and board reporting and consultation, risk ratings guidance and control design assistance, and third-party risk management tools and support. Additionally, our team assists bank presidents and compliance/risk personnel by answering questions posed by affiliate boards on risk-related topics.

Learn if Affiliation Is Right for Your Bank

We are ready to help your mutual bank grow through our suite of services.