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Servbank Tech Stack

Community-focused bank scaling lending platform and treasury operations

Financial Services Oswego, Illinois 1,001–5,000 employees Privately Held

Servbank is a regional bank (1,000–5,000 employees, Oswego, Illinois headquarters) running nCino as its core lending platform alongside Salesforce, Smartsheet, and Microsoft 365. Active projects center on nCino enhancements, Fiserv integration, and cash management tooling—consistent with a mid-market bank modernizing its deposit and treasury business. Hiring remains steady across finance and ops roles, with deposit growth and treasury client acquisition identified as top operational priorities.

Tech Stack 12 technologies

Core StackSalesforce Smartsheet nCino Wire Microsoft 365 Outlook Word Excel SharePoint Teams LexisNexis PACER

What Servbank Is Building

◆Challenges

Deposit growth
Expanding treasury management business
Ensuring timely completion within slas
Acquiring new treasury clients
Streamlining operational workflows
Managing liquidity risk
Managing interest rate risk
Improving client experience
Enhancing system functionality
Optimizing loan pricing

▲Active Projects

Cash management tool implementation
Ncino lending platform enhancements
M&a analysis for strategic growth initiatives
Fiserv document storage integration
Reporting and analytics
Smartsheet-based ticket and request management system
Integration between ncino and fiserv dna
Smartsheet ticket system maintenance
Ncino-core banking integration
Implementing client specific solutions

Hiring Activity

Steady25 roles · 9 in 30d

Department

Finance

12

Ops

3

Support

3

Sales

2

Engineering

1

Legal

1

Operations

1

Seniority

Mid

13

Director

4

Manager

3

Senior

2

Junior

1

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About Servbank

Servbank is a federally chartered bank serving individuals, businesses, and communities across the United States. Founded in 1994, the institution operates with local market focus while maintaining national reach. The bank works with nCino for lending origination and servicing, Salesforce for customer relationship management, and Smartsheet for operational workflow management. Current operational focus spans cash management, treasury expansion, liquidity and interest-rate risk management, and integration between its lending platform and core banking systems (Fiserv DNA).

HeadquartersOswego, Illinois

Company Size1,001–5,000 employees

Hiring MarketsUnited States

Frequently Asked Questions

What banking software does Servbank use?

Servbank uses nCino for lending, Salesforce for CRM, Smartsheet for workflow management, Fiserv for core banking and document storage, LexisNexis for compliance, and Microsoft 365 for productivity.

Where is Servbank headquartered?

Servbank is headquartered in Oswego, Illinois. It is a federally chartered bank (NMLS #203463, Member FDIC) with national reach serving individuals, small businesses, and communities.