WE ARE THE BANC
FOR CHARTER SCHOOLS

Tailored financial solutions and personalized service.

A GREAT EDUCATIONAL INSTITUTION NEEDS A GREAT FINANCIAL INSTITUTION.

As you navigate the complexities of the diverse education system, a Banc of California education specialist can tailor a financing and banking solution that enables you to operate with confidence and focus on education. Whether you are a private, public, independent, or non-profit educational institution, our hands-on experts, who are engaged with schools in our communities, can help guide your growth as circumstances, issues and regulations evolve.

Call: 877-770-2262

Graduate to best-in-class banking from the education specialists.

As a charter school leader, you need a banking partner that understands the unique challenges of your industry and can tailor credit and banking solutions to enable you to operate with confidence.

Banc of California’s specialized education banking team brings over 40 years of combined experience assisting schools in our communities, and will create a customized banking platform that grows with you as circumstances, challenges and regulations evolve.

Tailored Credit and Banking Solutions 

  • A dedicated Relationship Manager providing concierge service for all your banking needs
  • Customized services and banking solutions built for your school, not a one-size-fits-all business banking package
  • Charter School Line of Credit: Our innovative approach qualifies charter schools based on their status as a public school receiving state payments, allowing for more timely applications and generally significantly larger credit limits1

Management Tools to Simplify Your Day-to-Day

  • Custom Account Analysis available to optimize cash performance and competitive Earnings Credit Rate (ECR) to reduce/offset fees
  • Powerful online banking compatible with your software to streamline payments, increase controls, lower costs and help protect against fraud, including Positive Pay to confirm payment validity
  • Customized suite of Treasury Management tools and services to help optimize your efficiency, cash flow and security, including Remote Deposit Capture

GRADUATE TO THE HIGHEST DEGREE OF BANKING EXCELLENCE 

We provide innovative, tailored banking and lending solutions for charter schools, with exceptional support led by a Relationship Manager to help you manage cash flow cycles and meet your objectives.

CASH MANAGEMENT

Manage cash flow as a seamless part of your receiving and disbursing process so you can respond to changing needs as they happen. You can easily view all your transactions, and we can consolidate all your accounts so you can view your account activity in Quicken® or QuickBooks™. 2

BANKING ON THE GO

Our Business Mobile Banking app gives you transparent and secure 24/7 access to your funds and account reporting, as well as Mobile Check Deposit.

FRAUD PROTECTION

Our Fraud Prevention Services are designed to protect your account information, and we offer Cash Vault Services as well.

A SEAMLESS TRANSITION

We’re ready for you whenever you’re ready to come on board. With experience in transitioning charter and private schools from another financial institution to Banc of California, we can quickly get your school’s account(s) up and running with our efficient implementation process.

Your Relationship Manager will offer comprehensive and reliable transition assistance to get you started, with minimal disruption to your office’s existing banking processes, and will be on call for any questions or issues that may arise.

CHARTER SCHOOL BANKING PRODUCTS AND SERVICES AT-A-GLANCE

Revenue Management

  • Account Analysis with Competitive ECR
  • Zero Balance Accounts
  • Business Online and Mobile Banking with MobileCheck Deposit3
  • Payroll Services
  • Fund Transfers
  • Business Bill Payments
  • Download Transactions into Quicken® or QuickBooks™ 2
  • Cash Vault Services
  • Fraud Prevention Services
  • ACH Origination

Credit / Finance1

  • Revolving Charter School Lines of Credit
  • Credit & Debit Card Suite
  • Tenant Improvement Financing
  • Committed Grant Bridge Loans
  • Commercial Real Estate Financing
  • Equipment Financing
  • SBA and Government Financing

 

Consulting

Dedicated Relationship Manager with specialized understanding of California’s charter school systems and banking needs.

DISCOVER TAILORED FINANCIAL SOLUTIONS FOR CHARTER SCHOOLS

Our education specialists provide personalized service and tailored solutions to meet your needs.

LEARN MORECharter School Products

Charter School Product Sheet

For more information about our Charter School Banking Solutions, please complete the form or call 877-770-2262.

1 All credit products subject to credit approval. Not an offer of credit.

2 Intuit, Quicken, and QuickBooks are registered trademarks of Intuit Inc.

3 Online Banking and Mobile App are required. Restrictions as well as message and data rates from your wireless provider may apply. Subject to terms and conditions of the Online Banking and Mobile Banking Agreement.

All third-party trademarks referenced herein are the property of their respective owners.