Newtek BankReviews of newtekbank.com

I have a CD matured a week ago, which I forgot. I’m very grateful forJa'Kira who not only sent an email to remind me, but also took the time to call me. She’s very kind and professional. I’m happy with her service.

I spoke with Ja'Kira who was a very intelligent and well informed customer service agent. I described my situation and she handled everything in a very professional manner and also explained each step of the process. She kept me as a Customer and the bank should be very proud to have such an excellent representative. From my experience as a business owner, she should be elevated by her supervisors in the company.

Ja'Kira was a great help in assisting me into transferring funds from 3 CDs into 3 new CDs there was a technical mistake on my end and she resolved this quickly and efficiently, she answered all of my questions. I felt relieved after her guidance.

Ja’Kira was professional and extremely knowledgeable regarding the details of my account. She answered all questions and ensured my account was secure prior to providing any information. She is excellent. Thank you for the support !

My CD matured 3/13/26 and been trying to get my money out. called 3 times and sent 5 secure messages. It’s 3/20/26 and no confirmation on my messages. I have dealt with many East coast banks and money is confirmed and sent back within days. This is not professional and why offer CDs if this bank operates in this manner. I was finally contacted by Ja'Kira, she was able to resolve the issue quickly and wire back the funds the same day.

I just wanted to say that in my opinion, Joanna Baez is one heck of an asset to Newtek Bank. She spent days, hours on me with the patience of an angel. She is extremely professional, yet at the same time literally puts herself, it seems, in your shoes and explains everything, until it's clear to you. She is so very pleasant no matter how hyper one may get, she calms you and reassures you that all will be good. I came in contact with her 9 months ago and I am one happy camper. So happy, in fact, that the CD I was going to withdrawal "in total", I kept with NewTek. Plus, I opened another, thanks all to Joanna and her kindness. She definitely can take conflicting situations and change them completely around, all for her customers. Honestly, I most likely would not be continuing with NewTek, had she not stepped into the picture. Handles things quickly, takes situations seriously and makes sure you end a conversation with her, a happy customer. Managerial staff don't always get the credit they deserve, and I just thought NewTek Bank should know that I greatly appreciate her.

I took out a 9 month Consumer CD with Newtek Bank. They were offering 4.5% at the time during the FOMC interest reductions of 2025. It was a no frills job filling out the application and funding the said CD. I held the CD til maturity. Anyway, now that the CD has matured i rang Newtek and advised them that my CD had matured and requested all funds to be remitted back to the still open funding account. The custom service rep hand walked me through the secured messaging platform to properly request funds from the matured CD to be sent back to the original funding account. The customer service rep sounded irritated throughout the phone call and resultant secure message. She nevertheless indicated i had done things properly and my funds should be on the way. Two business days later the banking site still shows I have an active CD with Newtek. I will implement push come to shove techniques to force Newtek to honor their obligations and return the requested mature CD monies.

I am a long time Newtek Bank customer. Katie in their Support Team Tier 2 has been excellent to work with. Whenever I email, she always responds efficiently and diligently without any delay. I have requested several things and she has done excellent job in taking care of customers. I highly recommend and appreciate her.