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  • The Key to Superior Service: Your Private Banking Manager

     
    Services Offered
    Asset Protection Financial Planning Investment Management
    Risk Management Trust & Estate Planning Alternative Investments
    Tax Planning Banking Services Insurance

    Your Private Banking Manager will provide personal, responsive, professional, and friendly service while ensuring the security and confidentiality of your financial affairs.

    You have access to the direct telephone of your Private Banking Manager to make sure that your financial business is accomplished as easily and conveniently as possible.

    Through one point of contact, you have access to all the products and services Tech CU has to offer, including:

    Exclusive Services

    As a Private Banking member, have access to many benefits which include the following:

    • Direct access to your own Private Banking Manager  for convenient and immediate services
    • Estate planning and trust services at a specially discounted rate
    • Tax planning and preparation at a specially discounted rate
    • Insurance planning services available
    • Personal home loan and real estate loan services from a Tech CU Mortgage Consultant
    • Priority processing of all loan applications
    • Interest checking account earning monthly dividends with no monthly fee
    • Fee-free travelers checks, money orders, corporate checks, stop payments and more
    • Free domestic wires, notary services, signature guarantees and medallion stamps for any financial related documents 
    • Visa CheckCard to use at any ATM without a fee and increased daily withdrawal and spending limits  

     

    Tech CU Member Discount Tickets and Packages

    As a member of Tech CU, you have access to special rates on various amusement parks and summer activities.

    Please visit and sign into our Private Banking discount page for a full list of exclusive member-only benefits.