• Private Banking

    One point of contact — your Private Banking Manager — will connect you with a team of experts, exclusive benefits and the highest possible level of service.

    Imagine a personal banking relationship with a skilled financial professional as your dedicated resource - one who understands your goals and unique financial journey, along with those of your family and business.

  • Become a Private Banking Member

    We offer exceptional personalized service for relationships starting at $200K.


    As a Private Banking member, you will experience an exceptional level of access and personal attention. You’ll also receive exclusive access to the following benefits and more:

    • A dedicated Private Banking Manager who is at the center of your banking relationship — providing the highest level of access and service for convenient and immediate attention.
    • Exclusive auto and mortgage loan discounts tailored to meet your specific financial needs.
    • No lender fee on First Mortgage purchase loans  including ARM and fixed rate mortgages.
    • Priority processing on loans including personal, business and investment real estate loans and stock secured lines of credit.
    • Estate planning and trust services - we administer a broad array of services to meet your unique goals.
    • No minimum balance or monthly fees for interest-bearing checking accounts.
    • Credit cards and Debit Cards with customized spending and withdrawal levels. Visa Debit Card to use at any ATM without a fee and increased daily withdrawal and spending limits.
    • Foreign Currency exchange services Traveling abroad? We have the currency to make it easier on you.
    • Selection of complimentary services including: domestic wires, international wires, official checks, stop payments, notary and signature guarantee services, and more.
    • Seamless collaboration with your current set of CPA and attorney advisors. Or, we can connect you with our extensive network of local professionals.
    • Invitation-only Private Banking events and seminars; Check out and learn more about the Products and Services available as a Private Banking member.

    Become a Private Banking Member Today

    For more information, call us at (800) 851-8549, set up an appointment or use our contact form. You can expect a response within 1-2 business days.

    Make an Appointment

Give us a call

Give Us a Call

We look forward to chatting with you.

(800) 553-0880

For new loan related inquiries, call

(877) 988-0471

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Visit Us in Person

We’re here to serve your needs in person at our San Jose Headquarters. Visit us at 2010 N. First Street, San Jose, CA 95131.
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