Workplace Banking

Financial Wellness at Work

Our Workplace Banking program transforms our traditional banking products and services into a powerful Employee Financial Wellness Benefit.

Banks are integrated into every employee’s life, and that’s why our solution can have an immediate and positive impact on Employee Financial Wellness.

Come explore the full suite of bank products and services with exclusive benefits, discounted pricing, financial tools to navigate life events and industry leading interest rates on deposits.

Financially empower employees through:

Financial Empowerment Blog

Employees’ one-stop shop for financial inspiration and motivation through articles and advice.

On-the-go Money Management Tools

Employees can track spending, setup reserves for upcoming savings goals and get a more relevant view of balances minus upcoming expenses with BankMobile’s Snapshot and Money Meter tools.

Personalized Financial Coaching

Webinars, virtual/onsite financial education classes and 1 on 1 coaching from Ash Cash, BankMobile's personal finance expert, speaker and bestselling author.

Omni-Channel Employee Communication

BankMobile communicates with your employees to encourage customers to stay on track with their financial goals. We also provide account alerts to manage your finances anywhere.

Educational Materials

Various materials are available for employers to distribute to their employees including free resources like books, budget checklists, worksheets, quizzes and surveys.

Employer Workshops

Complete workshop packages are available for employers to use to educate their employees through presentations, instructor guides and answer keys. Topics include the importance of understanding your money personality, debt avoidance and the importance of saving.

Who is BankMobile?

BankMobile is operating as a division of Customers Bank, which is a Federal Reserve regulated and FDIC insured commercial bank. We provide an alternative banking experience to the traditional model. We focus on technology, innovation, easy-to-use products and education with the mission of being “customer obsessed” and creating “customers for life.”

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19 Years of serving millions of Americans, empowering them to grow and invest in their financial future

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Provides an alternative banking experience with focus on new technology, innovation and easy-to-use products

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Fee-free access to more than 55,000 Allpoint® ATMs (more than Bank of America, Wells Fargo and Chase combined)* ATM availability varies by location
*Data is current as of 10/1/2019

Workplace Banking features:

Personal Loans

Whether employees are looking to consolidate debt, get married, fund a large purchase or pay off unexpected expenses, a BankMobile Personal Loan can help get them where they want to be.

Credit Products

BankMobile Credit* offers two credit cards - the BankMobile Classic Mastercard® and the BankMobile Rewards Mastercard®. Both cards offer tremendous value and great benefits to meet employees’ financial needs.

Workplace Savings Account

Employees can save their money today and grow their money tomorrow with this interest-bearing savings account.

Student Refinancing

Refinancing student loans doesn’t have to be complicated for employees, that's why BankMobile has partnered with LendKey to provide hassle-free student refinancing.

Workplace Checking Account

Employees can experience industry leading interest rates with the Workplace Checking Account.

Convenient and Free Budgeting Tools

Ability to manage money from either a desktop with Money Meter or right from a phone with SnapShot.

Certificates of Deposits (CDs)

Employees can grow their money faster with CDs from Customers Bank.

Mortgages and Home Equity

We offer a full range of mortgage options including:

  • Prequalifying for a loan
  • Purchasing a home
  • Refinancing
  • Home improvements

Products may not be offered in every state. Customers Bank is currently accepting mortgage applications for the following states: PA, NY, NJ, CT, DE, MA, RI, VA and DC.