Careers Investor Relations Account & Cardholder Assistance

Strategic solutions
for wealth
management 

As a trusted partner with deep institutional banking experience, The Bancorp provides cost-efficient access to liquidity and expert guidance, allowing financial professionals to provide customized banking services that supports their individual practice growth.

Lending Services

Through our Securities-Backed Line of Credit (SBLOC), we can help you and your clients gain greater financial mobility, preserve assets and secure competitive financing.

Learn more

Deposit Services

Our checking and deposit accounts enable financial professionals to help their clients to effectively manage their money and investments.

Learn more

Talea®

Talea, The Bancorp’s proprietary account automation platform, helps financial professionals and clients streamline the loan origination process. With Talea® | Lync™, financial professionals can leverage advanced account management.

Learn more

Comprehensive support for financial professionals

Our team delivers an expert, responsive high-touch premium service that enhances the value financial professionals provide to their wealth management clients.

Always a partner.
Never a competitor.™

Focused exclusively on banking services, we are one of the few banks without an in-house wealth management business—we won’t compete for clients’ assets.

Dynamic combination of products for financial oversight

Combining checking account and cash management with our lending services enables financial professionals and their clients to manage their money more easily.

Leveraging technology for streamlined processes

Our advanced, tech-enabled processes and platforms provide simpler, more cost-efficient access to liquidity and account management.

"Complementing cutting-edge technology with white-glove service underscores our belief that our best investment is helping you build deeper connections with your clients."

Brian Wilson
Managing Director, Head of Institutional Banking

Meet Brian

Explore how we can help you grow your business—and client satisfaction

Contact us
Insights
Fifteen Perspectives, One Purpose: The 2025 Internship Program
The Bancorp is committed to investing in young talent by giving students the opportunity to gain practical knowledge through meaningful work in the financial industry.
Leveraging Lines of Credit for Tax Payments: Key Insights for Financial Professionals
As tax season approaches, many clients face the challenge of managing significant tax payments, which is a prime opportunity for financial professionals to help their clients explore options such as leveraging lines of credit. It’s important to frame the conversation in a strategic way. Here are some speaking points for financial professionals to do so.
Empowering Growth Through Experience
The Bancorp is committed to investing in young talent by giving students the opportunity to gain practical knowledge through meaningful work in the financial industry.
Tackle Tax Payments with Insurance or Securities-Backed Line of Credit
A large tax bill can catch anyone off guard, and the best way to handle this unpredictable situation is to start conversations early on. As financial professionals meet with clients to proactively plan for the 2024 tax season, one of the first items to cover should be how to strategically pay their 2023 tax bill by utilizing assets, preserving wealth, and keeping portfolio investments in place.
Partner for Life: Guiding Clients Through Financial Milestones
Through our Institutional Banking business, The Bancorp works with financial professionals to offer clients unique banking solutions that help provide financial flexibility and keep their wealth management goals on track.
The Bancorp Internship Program
From the Classroom to the Real World
Contemplating a rewarding experience in The Bancorp Internship Program? Dive into a firsthand account of an intern from The Bancorp Internship Program Class of 2023!
Create Your Own Story
Debt Consolidation
with an SBLOC
For clients looking to manage debt, The Bancorp SBLOC can provide an option that simplifies loan payments in tandem with working toward wealth management goals.
Take Your Own Advice:
Creating a Successful Succession Plan
Financial professionals regularly provide guidance to clients on major life decisions like planning for retirement. When it comes time for financial professionals to step down from the industry, it’s important to have a solid and structured plan in place.
Meet the Class of 2023:
The Bancorp Internship Program
The Bancorp Internship Program provides students from diverse backgrounds with meaningful work experiences, an opportunity to learn, and allow them to gain practical knowledge in their field of study from experienced professionals in the financial industry. Meet our Intern Class of 2023!
Institutional Banking Partners with the Association of Financial Educators
Understanding and applying financial concepts is necessary for anyone looking to manage their money confidently.
Refining Balance Sheets & Other Benefits of Selling
Loans & Leases
When facing liquidity challenges, selling loans and leases on a secondary market can be a strategic option to optimize balance sheets, manage lending limits, and collect additional fee income.
Going the Extra Mile Toward Growth: GM Equipment Rentals
When the right opportunity for business growth presents itself, sometimes having the right financial partner can make a big impact. In this blog, we share how the experts from our Commercial Lending team used an all-hands-on-deck approach to help GM Equipment Rentals expand its business
Maturing Business Growth:
2023 Senior Living Trends
The coming wave of baby boomer retirees brings new challenges and opportunities to senior living facilities. Now is a great time for senior living facility owners and operators to evaluate their potential growth needs to accommodate the aging baby boomer population.
Create Your Own Story
Buying a Home with an SBLOC
The SBLOC is a strategic way to generate liquidity while preserving assets. As a long-term, liquidity source with competitive rates and flexible terms, the SBLOC can simplify the storyline for building client wealth.
Reinvigorating Commercial Real Estate Lending through SBA 504 Loans
Redefining lending and leasing drives The Bancorp Commercial Lending to continuously evolve how it fulfills the needs and expectations of business owners. To help accomplish this, Small Business Lending welcomes Debbie Petrell to expand its SBA 504 Lending opportunities. In this blog, she shares her background and how Commercial Lending offers unique lending solutions that help lay the foundation companies can build upon.
View all