Concierge Banking Services provides you with a dedicated expert who will manage all of your financial needs. Your Concierge Banker will manage and coordinate your personal banking, investment and wealth management needs. Each officer is knowledgeable in all aspects of banking and will coordinate every need with the highest level of service.
For those individuals who enjoy unmatched personal service, the following features are included in our Concierge Banking Services program:
- A Checking account with premium rates and unlimited access
- Attractive discounts on consumer and equity loans
- Savings on 1st mortgage closing costs discount of $250 on first mortgage
- Visa card with travel benefits
- Debit card
- Concierge Banking Line of Credit with overdraft protection
Concierge Banking Services extend beyond managing your cash flow and giving you easy access to your funds. We offer an array of deposit and cash management products and services, investment, as well as residential mortgages, specialty lending and other custom financing solutions to help you, including:
- Managing your assets and liabilities
- Providing the liquidity you need for important investments
- Funding short-term cash flow needs
- Obtaining financing for major purchases
Products
- Concierge Banking checking account
- Interest paid on tiered levels
- Unlimited check writing
- Free personalized checks
- Automatic sweep feature from the Concierge Banking Line of Credit
- Business and personal lending options*
- Concierge Banking Line of Credit with attractive interest rates*
- Discounts for selected consumer loan products
- Platinum VISA® card with travel benefits
- Value-added conveniences
- Free American Express Travelers Checks, cashier checks, and money orders
- 50% off of safe deposit box
- 2 free wire transfers a month
*Subject to approval
