• Private Banking Services

    Banking as individualized as you.

  • Tech CU’s exclusive Private Banking offers products and services custom-tailored to your needs and lifestyle. Our Private Banking services will allow you to achieve your financial objectives with a minimum of hassle. Interested? Make an appointment today or read on to learn more!

    Extraordinary Concierge Banking Services

    You’ll begin by meeting with a personal Private Banking Manager who will serve as your guide and single point of contact for all Private Banking services.

    Tech CU’s Private Banking Managers are experienced professionals and can connect you to a wide array of services, including:

    • Asset Protection
    • Risk Management
    • Trust & Estate Planning
    • Alternative Investments
    • Tax Planning
    • Banking Services
    • Credit and Lending Needs
    • Business Banking
    • Insurance
    • Retirement and Financial Planning

    Isn’t it time we met?

    Make an appointment today with a Private Banking Manager

    Specialized Loan Products for High Net-Worth Individuals

    You have special and specific needs to manage and fund your lifestyle. At Tech CU, we can help you put in place the loans you need quickly and efficiently.

    • Jumbo Mortgages with fixed or adjustable rates. Loans up to $8 million for an ARM and $3 million for fixed-rate mortgages are available.
    • Securities Backed Line of Credit, which allows you to tap the value of your investments while your portfolio and investment strategies remain intact.
    • Other lending products for your needs, including:
      • Auto Loans
      • Home Equity Loans and Lines of Credit
      • Personal Loans
      • Credit Cards
      • Solar Loans
      • Commercial Banking Loans and Lines of Credit
    • Priority processing on all loans, including personal, business, and investment real estate loans; stock secured lines of credit and stock secured term loans.

    Estate and Trust Planning Services

    Ensure your legacy is protected with personalized estate and trust planning services. It’s never too soon to plan for or review your family’s financial security.

    Seamless Partnerships with Your Financial Management Team

    We partner with your financial and legal team to integrate all of your financial management needs into one expert team. We have access to a network of local professionals if you need specialized services.

    Private Banking Benefits to Ease Your Daily Financial Needs

    • No minimum balance or monthly fees for interest-bearing checking accounts.
    • Credit cards and debit cards with customized spending and withdrawal levels to meet your unique lifestyle.
    • Fee-free ATM Visa Debit cards to make daily transactions easier.
    • Foreign Currency exchange services. Traveling abroad? We have the currency to make it easier on you.
    • Complimentary services including domestic wires, international wires (international wire limitations may apply), travelers' checks, corporate checks, stop payments, notary and signature guarantee services, and more.
    • Invitation-only Private Banking events and seminars including select, preferred-rate membership options.

    If you have $100,000 or more in deposits at Tech CU, you may qualify for Private Banking—let’s meet!

    Make an appointment with a Private Banking Manager

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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