about union bank & trust
Union Bank & Trust is Union Spoken
At Union Bank & Trust, we know you want to feel secure and confident in your pursuit of a financial services partner, one that’s committed to providing you with services and solutions that meet and exceed your expectations. We believe you deserve a best-in-class team that is focused squarely on the personal and professional demands of you and your organization’s financial life. This is how we’ve been building relationships for over 40 years.
Whether you are looking for Commercial Banking Services, an Institutional Trust Services or Personal Trust Services, our dedicated group of specialists work tirelessly to create solutions customized for your financial needs. We are owned in perpetuity with a stable ownership model so were with you for the long haul. We’re here to serve you, your business and your clients—now, and 40 years from now—while honoring a tradition that upholds our founding values.
Our Commercial Banking Team provides custom solutions and products—including loans, lines of credit and depository services— for you and your growing business.
Our Institutional Trust Team is here to help you and your clients make the most of your time and money. We’re a pension Taft-Hartley Custody Specialist, a designation that allows you to select and retain your own financial investment advisor. In addition to being union owned, we act as pension and employee benefit custodian for a variety of account types on behalf of unions, corporations and individuals servicing over $8 billion of client assets—both local and national.
Our Personal Trust Team works with legal, tax and financial professionals to serve you and your family. We don’t act as financial planners; but rather, as fiduciaries handling all of your trusts’ needs. Working unswervingly on your behalf with your financial partners and advisors, we can ensure that all of your beneficiary’s assets are safe and secure and your intentions carried out by management of the trust.
Call us, email us or stop in. And in the meantime, click here to learn more about our values and traditions. Stop putting trust in organizations that never get to know you or understand your financial needs. Union Bank & Trust is an independent organization dedicated to your financial best interests. Let’s start by understanding your needs so you can enjoy the security of a relationship that grows with you for a lifetime.
Union Bank and Trust
will provide Banking and Trust services both locally and on a Regional basis in a safe and sound manor; by keeping in compliance with all banking regulations and laws. The institution will provide a safe place for all employees to work and give back to the communities we serve. While providing a fair return on our stockholder’s investment.
We hold all employees and managers accountable for demonstrating the Values with customers and with one another. No one Value is more important than another; rather, they — together — represent who we are at UBT. Our Values are critical to our success — and that of our customers and the communities we serve: People, Passion, Performance, Quality, Innovation, Integrity.
Shawn M. Worth
Shawn M. Worth
Trust Operations Specialist