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Enjoy the ride.
We have your back.

Having a dedicated banker committed to helping you manage your finances is what concierge banking is all about.

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Undivided Attention

Unmatched Personal Service

Ideal for high-net worth clients, concierge banking provides you with a dedicated banking expert who will manage and coordinate your personal banking, investment and wealth management needs.


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Access to a Dedicated Banker

Free Personalized Checks

Debit Card with Higher Daily Limits

Premium Tiered Interest Rates

Free Cashiers Checks & Money Orders

Free Notary Service

50% Discount on Safe Deposit Boxes

BANKING WITH MUTUAL

Value Added Concierge Perks

Attractive discounts on consumer and equity loans

Get special discounts on a wide variety of loans.
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Concierge VISA® card* with
UChoose Loyalty Rewards

Get great rewards just for making everyday purchases!
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Retirement planning coordination1

Take charge of your retirement by working with one of our representatives.
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Concierge Banking Line of Credit with competitive
interest rates*

Perfect for things like home renovation or even for college education expenses.
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Closing cost discount on first mortgage

Lots of people forget about closing costs. The discount pays off!
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Trust & Wealth Management coordination with MutualWealth1

You've worked hard. Let MutualWealth make your money work hard for you.
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*Subject to Approval

1Nondeposit investment products are not insured by the FDIC, are not a bank deposit, are not guaranteed by the bank or any government agency and may lose value.

PERSONAL SUPPORT

Meet Our Bankers


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