Welcome to the IBS Investment Bank Banker Portal™
Whether you're a new or existing banker, the IBS Banker Portal™ is the central location for you to access the finance services we offer to help you retain and manage your clients.
Bankers Partner with IBS
In 2014, IBS Investment Bank (IBS, N.A.) and sister companies launched the IBS Banker Portal as means of ensuring that our clients have access to well-qualified financial services representatives in their local area. Coupled with the strength of IBS, N.A. programs, our network of depository bankers is able to meet the ongoing demand for guidance from their local business community. As a banker, you identify areas of opportunities for your clients and their business. IBS, N.A. allows you to not only identify but access financing and enterprise solutions that are not currently offered by your financial institution. When we provide the solution, you keep the relationship.
IBS originates direct debt investments while placing depository requests such as cash management and deposit accounts for its small to middle-market-sized business clients. Our clients are comprised of best-in-class manufacturing, distribution, technology, healthcare, and real estate investment companies. Join other top bankers from around the United States, Canada, and the Caribbean who partner with IBS Investment Bank:
As a Direct Lender & Participant
IBS Investment Bank receives over 70% of its referrals from participating depository institutions. In turn, through our originations arm, IBS Institutional Capital, we provided our partners with an approval ratio of over 80% of qualified referrals.
With a balance sheet exceeding $3Billion, IBS, N.A. has fueled some of the most well-known financial transactions in the country, having invested in multi-national and domestic clients in a broad spectrum of industries. This was achieved mainly through direct investments or equity participation with our depository partners.
As a Capital Adviser
Thanks to our unparalleled commitment to our clients and demonstrated dedication to excellent service, we are proud to list multiple nationally known C&I and real estate companies as our valued clients. In an effort to provide our clients with world-class service, IBS utilizes approved depository partners to facilitate necessary verticals.
In addition to assigning deposit control accounts and other fee-based products, IBS Investment Bank manages supports our partners with transactional referrals averaging:
$250MM in C&I debt financing engagements, including SBA;
$100MM of equipment financing engagements; and
$250MM of deposit introduction (IBS introduces deposit requests to its FDIC partners).
If you are a current participant in the IBS Banker Portal™, login to manage your account. The portal is exclusively reserved for our IBS Banker Portal Partners and Participants.
Banker Portal Online Registration Form
For new participants, please complete the IBS Banker Portal™ online registration below, and your login credentials will be provided upon approval.
Register in 4 Easy Steps:
1) Register via the online registration form below;
2) Reply to the confirmation email;
3) An IBS Capital Markets representative will contact you via email for approval conditions;and
4) Upon approval IBS will email you login credentials so that you can begin sending and reviewing opportunities.
*Only bankers currently holding positions within FDIC Insured depository institutions will be considered for approval