Community banking strength Leverage Union Bank’s strong local and community-focused brand in central and eastern North Carolina to position tailored, relationship-driven financial solutions for local businesses seeking personalized service and local knowledge.

Growth and expansion Capitalize on the 2017 merger and recent multi-location footprint to offer scalable commercial banking, treasury management, and digital banking enhancements to mid-market companies that require local accessibility with enterprise-grade services.

Digital convenience Emphasize online and mobile banking capabilities to attract businesses and individuals prioritizing 24/7 access, secure payments, and seamless remote onboarding, highlighting opportunities for fintech-integrated cash management.

Leadership and governance Note active board appointments and CFO leadership as signals of governance maturity; pursue high-potential relationships with mid-size firms seeking stability, trusted banking partnerships, and strategic financing guidance.

Financial profile Target growth-oriented local SMEs within Union Bank’s market by offering tailored lending, mortgage, and commercial financing packages aligned with a revenue range in the tens of millions, while presenting scalable solutions for regional expansion.