Partners- Who you gonna call?
We are in the business of helping dentists, physicians and veterinarians build successful practices.
What is Healthcare Banking?
Allows corporate customers to manage their Foreign Currency Deposit Account and Foreign Exchange needs.
What is UmpquaXchange?
Informal meetings or training sessions that typically occur around lunchtime. Participants usually bring their own lunches.
What is brown bag luncheons?
This 3-digit number represents an individual's creditworthiness and is used by banks to determine loan eligibility.
What is a credit score?
POS
What is Point of Sale?
Our clients need guidance related to life and financial moments – retirement, job transition, tax and estate planning, business succession and family dynamics
Who is Columbia Wealth Management?
Cost-effective payroll solutions so customers can focus on their business
What is Paychex?
Parties or gatherings businesses host to show gratitude to their clients. These can range from after-hours receptions or VIP tours, or golf tournaments.
What are Client events?
Banks use KYC (Know Your Customer) procedures to prevent this financial crime.
What is money laundering?
EBT
Electronic Banking Transaction
Client has equipment leasing and finance needs.
Who is Financial Pacific?
Services to facilitate efficient and secure cash management with cash and check deposit processing facilities where needed
What is Cash Vault?
This team builds client company profiles in Commercial Online Banking.
Who is the Treasury Management Implementation Team?
The 5 C's of credit include Character, Capacity, Capital, Conditions, and this final C
What is Collateral?
CBOP
What is Core Banking Operations Portal?
Lines of Credit and Term Debt tailored to the needs of our customers (including syndications), NOO & Owner Occupied RE
Who is the Commercial Relationship Manager?
Payment cards that businesses and their employees use to make purchases on behalf of the company.
What is a Commercial Card?
This term is used to identify the number of products or services per client relationship.
What is Product Depth / Products per Household?
The FDIC insures deposits at banks up to this amount per depositor, per insured bank.
What is $250,000?
CTR
What is Currency Transaction Report?
High quality commercial borrowers with credit needs in excess of the Bank’s hold target.
What is Debt Capital Markets (DCM)?
Service offers multiple benefits to customers who want to combine the security of access to FDIC insurance with the convenience of working directly with just one financial institution.
What is Certificate of Deposit Account Registry Service (CDARS)?
This program incentivizes all associates to send leads or opportunities for selected packages and services.
What is the All-Umpqua Referral Incentive Program?
Umpqua Bank provides businesses with economic forecasts and financial insights through publications like this.
What is the Umpqua Bank Business Barometer?
FDIC
What is Federal Deposit Insurance Corporation?