Professional Services

Benefit from the same exceptional service that you provide to your clients

Accountants, architects, financial advisors, engineers and other skilled professionals provide valuable expertise that helps their clients succeed. But your own firm also needs high-quality support. At PCSB Bank located throughout the Lower Hudson Valley, we've formed industry-specific commercial banking teams that understand your unique New York business needs and put you in position to make the right financial moves.


Cash Management Solutions

At PCSB Bank, we build custom banking platforms for professional firms that simplify your financial life and help you make better decisions. You’ll have a dedicated account manager that you can reach quickly when needed. Our approach is to immerse ourselves in your business and become one of your most trusted partners.

  • Business Online Banking: With 24/7 access to your business accounts, you can check balances, monitor transactions and transfer funds.
  • Mobile Banking: Keep an eye on your accounts, pay bills and make other financial transactions even when your busy schedule takes you out of your office.
  • Lockbox Services: Reduce your check handling chores and trips to the bank by having PCSB Bank pick up your incoming payments and deposit them into your accounts. 
  • Information ReportingTake advantage of cost-efficient services that help you analyze account activity, monitor electronic payments and generate reports.
  • Remote Deposit Capture: Streamline your check processing with a scanning system that allows you and your staff to make deposits without leaving your office.
  • Wire Transfer Services: Electronic transfers help you move funds quickly and securely across town or across the country.
  • ACH Origination: Electronic transactions are a fast, safe way for your business to direct deposit your payroll, send money to clients, vendors and other professionals, and make other types of payments.
  • Positive Pay: Provide us with a record of your outgoing payments, and we'll guard against fraud by having our tellers make sure you've authorized every check that's brought to us to be cashed or deposited.
  • ACH Blocks and Filters: Guard against financial loss by establishing detailed criteria for what types of electronic debit and credit transactions can be made through your bank accounts.

 

Other Services

Growing professional firms often have a wide range of financial needs. At PCSB Bank, we can be assistance in the following areas:

  • Navigating sales and acquisitions
  • Providing working capital
  • Purchasing real estate
  • Offering affordable financing for equipment, real estate and more