Private Banking Services - Tech CU
  • 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.

  • Benefits

    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 and Financial Advisor who are at the center of your banking relationship — providing the highest level of access and service for convenient and immediate attention.
    • Exclusive loan products tailored to meet your specific financial needs.
    • Priority processing on all loans, including: personal, business and investment real estate loans; stock secured lines of credit and stock secured term loans.
    • 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, travelers checks, money orders, corporate checks, stop payments, notary and signature guarantee services, and more.
    • Seamless partnering 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; select, preferred-rate membership options.

    Check out and learn more about the Products and Services available as a Private Banking member.

    Becoming 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

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Give Us a Call

We look forward to chatting with you.

(800) 553-0880

View Our Contact Info
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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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Want More Info?

All you need to do is send us an email about what you're interested in and we’ll answer your questions.
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