Client Services

We support and solve problems for BHG's customers and partners.

BHG's world-class, concierge service doesn't stop once the sale is made.

Client Services works together as a united system, providing support in three key areas: borrower services, bank partner services, and portfolio management. No matter who we're helping or what problem we're tackling, we are committed to speed, professionalism, and respect. These principles also guide how we treat each other, and everyone at BHG.

Our team makes sure that empathetic problem-solving and proactive support are part of every customer's experience throughout their lifetime as a BHG customer. We are expert communicators who thrive on the opportunity to fix issues, improve operations and make someone's day in the process.

We are a highly dynamic department. We're known for building careers and providing unique access to every area of BHG's business, from sales to operations and everything in between. We welcome professionals of all backgrounds and experience levels, as long as they believe in BHG's mission and helping us provide the industry-leading service our customers, our partners, and our company depend on.

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Our team is known for:

Working so openly and collaboratively that you can't help but build great working relationships as well as friendships
Being experts in every aspect of BHG's business, ready to jump in and lend a hand at any moment
Leading the industry in fastest response times, and pushing each other to be better every day
Protecting and respecting our culture and our priorities with each other and within the company
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Client Services provides opportunities to turn tides on the customer experience and make a lasting positive impression.
I love hearing from clients how great their experience with BHG has been and how we have helped them in so many ways. It is rewarding to know that I play a small part in the success of our clients.
Clients Services helps build long lasting relationships across the board. I enjoy the positive impact Client Services can have on existing and returning customers.

Latest from BHG


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Syracuse, N.Y. – For the fourth consecutive year, Bankers Healthcare Group, a source of innovative financial solutions and the creator of one of the largest community bank loan and product networks in the country, has been named to Inc. magazine’s annual list of Best Workplaces.   “Despite the unknowns throughout 2020, BHG continued our pursuit of innovation by launching new products, establishing new industry

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What’s Your DiSC? 

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From Wall Street to BHG: How our CFO Leverages his Experience to Build Leaders

What goes into the decision to leave a well-established, large corporation to join a rapidly-growing company like BHG? For BHG’s Chief Financial Officer Dan McSherry, it was all about seeing opportunities and having the ability to create real change.

In the latest episode of the Impact Series, our CMO Chris Panebianco sits down with Dan to discuss his time on Wall Street, and how he leverages his industry expertise to not only ensure BHG’s financial success, but also the success of his people. Dan shares how he’s growing the company’s Finance department, and his unique approach to empowering and building leaders on his team.

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