Tech CU - personal - private_banking

Private Banking with Tech CU
Tech CU Private Banking is a personalized service program designed specifically for our most financially successful members. Private Banking members are assigned to a Private Banking Manager, an experienced credit union professional, who serves as a personal resource and point of contact for all their financial service needs.

Our Private Banking Managers provide personal, responsive, professional, and friendly service while ensuring the security and confidentiality of every financial transaction.Private Banking Managers also act as liaisons, connecting their members with the best financial experts in investing,real estate lending and consumer lending.

In addition to the personalized service they receive, Private Banking members are entitled to a wealth of benefits. Just a few of the perks Private Banking members enjoy:

Estate Planning and Trust services at a specially discounted rate
Tax planning and preparation
Loan rate discounts and priority processing of all loans
Special Private Banking seminars and events
Exclusive Private Banking newsletter
Preferred rate membership to the Silicon Valley Capital Club

Becoming a Private Banking Member
Enrollment into Tech CU's Private Banking program is by invitation only. To request consideration, please contact the Private Banking group at (800) 851-8549 or privatebanking@techcu.com for details.