Skip to main content Skip to site map
  • Private Banking

    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.

    With $100,000+ in assets, you are eligible to become a Private Banking Member. You will experience an exceptional level of personal attention as we strive to protect and grow your assets.

    You’ll receive exclusive access to the following benefits and more:

    • Dedicated Private Banking Manager — with your financial needs front and center. We offer an unrivaled level of service.
    • Priority processing on all loans. However you’d like to grow your assets — personal loan, business loan, investment real estate loan, stock-secured lines of credit and stock-secured term loans — we’ve got you covered.
    • Waiver of minimum balance and monthly fees on all interest-bearing checking accounts.
    • Customized spending and withdrawal levels on all credit and check cards.
    • International Wire and Foreign Currency exchange services.
    • Selection of complimentary services including: Travelers Checks, domestic wires, money orders, corporate checks, stop payments, notary and signature guarantee services, and more.
    • Comprehensive financial planning — we take the long view — which means helping you to build an estate plan. We also provide access to qualified professionals for your accounting (CPA) and estate planning (attorney) needs.
    • Invitation-only Private Banking events and seminars; select preferred rate membership options.

    For current fees, see the Private Banking Schedule of Fees and Charges.

    Becoming a Private Banking Member

    To request more information about becoming a Private Banking member, please contact the Private Banking group at 800.851.8549 or email us for details.