Our specialty is being a financial expert in yours
As a professional services firm, you offer a targeted product or service. Your bank should reflect that. Whether it’s architecture or engineering, accounting or law practices, your industry-specific business model and financing needs require a targeted, consultative approach, which is our area of expertise.
Our team navigates through your industry’s regulatory environment and market to ensure compliance and best practices are constantly implemented through our professional services banking package all while providing your business with the right tools for financial success.
Take your management of third party funds to the next level of efficiency with our Escrow Optimizer, which utilizes top-of-the-line technology. Unique subaccounting for each client ensures that funds are not comingled while providing full FDIC insurance coverage. Individual statements for each subaccount are available on the platform 24/7 along with customized reporting.
More Professional Services Client Testimonials
Client: Classic Cottages
About: Classic Cottages LLC, an urban infill home building company based in Alexandria, Virginia, founded by David Tracy.
Client: KWC
About: Connie Hammell is the Managing Principal of KWC, a public accounting firm with locations Alexandria and Richmond, Virginia.
Client: Seth T. Stark & Associates LLC
About: Seth Stark, ESQ is the owner of both the law firm of Seth T. Stark & Associates and Banner Title, serving Virginia, Maryland, and DC and located in Falls Church, Virginia. Seth shares how the excellent customer service he receives from John Marshall Bank helps keep his busy award-winning businesses running.
Client: Charlson Bredehoft Cohen & Brown
About: Charlson Bredehoft Cohen & Brown is ranked as one of the top law firms in DC specializing in trial counsel in state and federal courts, as well as in arbitrations and mediations, but also frequently provides advice on non-litigated matters.
“Working with John Marshal Bank has been nothing short of outstanding. Their level of service, responsiveness, and integrity have been consistent throughout the years that we’ve partnered with them. James Estep, Sheldon Turner, and the rest of the Reston, VA branch have treated us with priority, even though our law firm is smaller in size. This was especially true throughout the COVID pandemic where the financial aspects of our business were uncertain. The JMB team was always there to answer our questions as soon as they were made available by governmental authorities, including the Paycheck Protection Program. From their customer service to their loan products, I can confidently say that I’ve never had a more positive experience with business bankers than with James and his team in Reston.”
—Carla D. Brown, Managing Partner, Charlson Bredehoft Cohen & Brown
Professional Services Banking with JMB
Relationship
Our team is committed to building a partnership with you to achieve your financial goals and drive your mission forward through our professional services banking package.
Innovation
We’re equipped with the tools and financial technology to optimize your banking experience and increase your operational efficiency.
Local Decisions
Our bankers are readily available to make prompt and responsive decisions. We understand the local economy, allowing us to provide you with strategic insight and counsel for your organization.
Security & Fraud Prevention
Your financial data and assets are a top priority at John Marshall Bank. That’s why we’ve invested in advanced security measures to prevent fraud and protect your assets.
Professional Services Banking Package
John Marshall Bank has been trusted by firms throughout Northern VA, MD and DC. We deliver financial solutions and strategic recommendations to support your growth and protect your assets through our professional services banking package.
Checking and Savings Accounts
JMB Commercial Checking1
- 500 free transactions per month
- FEE-FREE remote scanner and remote deposit service
- Your choice of one other Treasury Service & monthly fees waived
- FREE initial order of checks and deposit tickets with CheckArmor2
- FREE e-Statements with check imaging for 24 months of history
- FREE Business Debit Card with SecurLOCK Equip fraud prevention
- FREE Online & Mobile Banking
- FREE Bill Pay & Mobile Check Deposit
- FREE Direct Connect with QuickBooks®
- Maintain $50,000.00 balance or greater to receive all the benefits of the package
- Limited up to $150 when ordered through the Bank’s check vendor.
JMB Supreme Savings
- High yield savings account with an APY of 0.45% for balances greater than $50,000
Effectively Manage Your Cash Flow
- IOLTA Checking – No fees for applicable attorney client trusts
- ZBA Account – A convenient and automated way to consolidate funds from multiple subsidiary accounts to one master account, allowing your operating account to automatically cover debit balances
- Escrow Optimizer – Optimize the daily management of your escrow accounts and subaccounts and take your business’ efficiency to its peak. Utilizing top-of-the-line technology, managing all of your escrow accounts and subaccounts will take only a few clicks.
Expand your property management business through JMB’s real estate lending options. Our competitive lending solutions can help you purchase new property or renovate existing locations.
Owner Occupied Real Estate Loans — Up to 90% Financing*
- New construction and build outs
- Purchase of an existing condo or building
- Refinance of an existing real estate loan
*Loans are subject to full underwriting and approval by the Bank
Manage Daily Operations with Working Capital Financing. Flexible Financing Options
- Funding working capital and payroll expenses
- Revolving lines of credit to finance insurance receivables
- Discount offered for firms needing bulk purchases
Realize the Value of Competitive Term Loans. Amortized Term Loans — Up to 100% Financing
- Purchase/replace equipment
- Tenant improvements
- Partner buy-outs and buy-ins
- Firm acquisitions
*Loans are subject to full underwriting and approval by the Bank
It’s important to be prepared for the unexpected. That’s why having insurance is imperative to your business’ success.
Comprehensive and Competitively Priced Insurance Products
- Protect your business and your investment by receiving a free insurance cost analysis from Bankers Insurance
Merchant Service Payment Processing Options
- Access to all major card networks
- Free review of services and pricing with the Bank’s professional services partner