Here’s something you don’t hear every day: a financial institution actually launching services that might make running a business easier.
Family Trust Federal Credit Union is rolling out Family Trust Business Services, a new program built specifically to help local businesses in the Carolinas stop wrestling with their finances and start growing.
Starting September 1, business owners—whether you’re flying solo as a sole proprietor, running an LLC, managing a partnership, or operating a full corporation—can apply to tap into what sounds like a pretty comprehensive toolkit for business banking.
What’s In It For You?
The program isn’t just another business checking account with a fancy name slapped on it. Family Trust is bringing a full suite of treasury management services to the table. We’re talking business checking and savings accounts, business lending options, ACH origination, wire transfers, fraud mitigation services (because yes, the bad guys are definitely out there), and online banking solutions that actually work the way you need them to.
The goal? Help South Carolina and North Carolina businesses streamline their financial operations so they can focus on what they actually do best—running their companies.
“Our new Family Trust Business Service program is designed to build a strong foundation for entrepreneurs and business owners,” said Ryan Harvey, president and CEO of Family Trust. “At Family Trust, we are committed to providing the resources for local organizations of all sizes to thrive.”
The People Behind The Program
Two people are leading the charge here: LeoDan Montero, who’s stepping in as business relationship manager, and Rikki Thomas, the business services consultant.
Montero brings over 20 years of banking experience to the role, which means he’s seen enough business cycles to know what actually works. His approach centers on trust, communication, collaboration, and consistency—basically the four things every business relationship needs but doesn’t always get. He specializes in helping company owners navigate growth strategies and make decisions with actual confidence instead of just crossing their fingers.
Thomas has spent more than two years delivering financial solutions to clients and has built a reputation for working through those complex financial situations that make most people’s eyes glaze over. She focuses on customized solutions because, let’s face it, cookie-cutter advice rarely cuts it when real money is on the line.
Both Montero and Thomas will be accessible at Family Trust’s Greenville and York branches, ready to work with business members whether they’re just starting out or scaling up.
The bottom line? If you’re running a business in the Carolinas and tired of banking services that don’t quite fit what you need, Family Trust is making a play for your attention—and potentially your business.