When you’re ready to go further, private banking gets you there
Our Private Client Group provides financially-thriving individuals with a more personalized banking experience, combining tailored solutions, dedicated guidance, and concierge-level service to meet their increasingly complex needs.
Take your journey further
Tailored banking, preferred terms, and private lending, all delivered with dedicated support and seamless coordination.
- Concierge-level service with dedicated specialists
- Tailored banking, private loans, and cash management solutions
- May be eligible for Private Client Group pricing on select deposit and loan products
- Connections to experienced financial planners, estate planners, and CPAs
- Invitations to private events and curated opportunities
- Full access to online and mobile banking, anytime, anywhere
Elevate your banking experience
Private banking is designed to reduce complexity and support your financial life with clarity and care.
Private Client Lending
Our personalized lending solutions, including loans and lines of credit, are structured around your assets, goals, and timeline.
Private Client Business Banking
We deliver integrated banking solutions for business owners and executives, aligning personal and business finances through a single, trusted relationship.
Private banking FAQs
What is private banking?
Private banking offers a more personalized banking experience for clients with more complex financial needs. It includes dedicated support, tailored solutions, and access to preferred services and expertise.
What are the eligibility requirements for private banking?
Eligibility is typically based on a qualifying deposit relationship or income level. Our team is happy to discuss whether private banking is the right fit for your financial situation. Requires $250,000 in aggregate deposits or qualifying annual income
What types of services are included in private banking?
Private banking may include personalized deposit solutions, lending options, preferred rates and terms, and dedicated relationship management, all coordinated with your broader financial goals.
Will I have a dedicated point of contact?
Yes. Private banking clients work with a dedicated Private Client Specialist who provides ongoing guidance and serves as a trusted point of contact.
Can you work with my financial advisor or tax professional?
Absolutely. Our team frequently coordinates with clients’ investment managers, estate planners, and tax advisors to ensure banking solutions align with the broader financial strategy.
Is private banking available for business owners?
Yes. Private banking can support both personal and business financial needs, offering integrated solutions for executives, entrepreneurs, and business owners.
How do I get started with private banking?
The first step is a conversation. Our Private Client Group will take time to understand your goals and determine how private banking can best support you.
