Personal Banking Services

Our Approach to Private Banking Services

We offer a complete set of accounts and capabilities to meet your needs, along with the personal care and support of our team of experts, all tailored to help you meet your objectives.

• Personalized banking options for real people, not just account numbers.
• Easy access to your accounts in person, over the phone, or online.
• Expert advice and assistance from our team, whenever you need it.

Our Services

Our services include deposit, checking, and other accounts, along with the visibility and capabilities you need to manage your accounts

• Personalized deposit, checking, CD and money market accounts for real people, not just account numbers.
• Complete capabilities, including check writing and electronic payment transactions such as wire, online payments and debit card access.
• Account and payment access tailored to your needs – in person, over the phone, and online.
• Expert advice and support from your private banking team.

Next, we create a conceptual design of an updated approach, one which addresses issues related to ownership, beneficiary designations, as well as premiums and how they will be paid.

We then conduct a thorough product survey to determine which risk management solutions best meet your needs as we have outlined them together.

Based on what we learn, we begin the underwriting process, submitting our findings to various leading companies to garner multiple offers.

Our services include deposit, checking, and other accounts, along with the visibility and capabilities you need to manage your accounts

• Personalized deposit, checking, CD and money market accounts for real people, not just account numbers.
• Complete capabilities, including check writing and electronic payment transactions such as wire, online payments and debit card access.
• Account and payment access tailored to your needs – in person, over the phone, and online.
• Expert advice and support from your private banking team.

An Integrated Approach

Our approach to private banking strengthens the connection you can have between banking services and the other areas of your wealth. It is through this connected view of your wealth story that we can help you to live your best life.

• Your accounts may be tailored to work with other private banking services, such as Lending, Depository, Mortgage, and Risk Management & Insurance services.
• Our approach considers your needs and connections with our Commercial Banking and Planning, Trust and Investment Management services.