Designed with your full financial picture and relationship accounts in mind, so you can confidently manage your savings with ease.
Key Features
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Private Client Manager
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Fee Waivers
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Premium Rates
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Digital Banking Suite
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Private Concierge Accounts are designed with your full financial picture and relationship accounts in mind, so you can confidently move, manage, and leverage your wealth with ease. Private Concierge Accounts offer access to a collection of services that provides enhanced benefits, solutions and relationship pricing. With a dedicated private client manager available for day-to-day banking support when you need it, you’re guaranteed an elevated financial partnership, highly personalized service and promised peace of mind.
- $10 monthly service fee or $100,000 combined average monthly balance in qualified relationship accounts to waive the fee*
- $100 minimum to open
- Competitive interest rate
- Interest compounded daily, credited monthly
- Convenient access to our digital banking suite of services, including:
- Fee waived or no charge for:
- Incoming wire transfers
- Cashier’s checks
- Foreign currency orders
- Notary service
- Medallion Stamp service
- Access to exclusive offerings and solutions
*Monthly service charge waived with combined monthly average balances in qualified relationship accounts of $100,000 or more or with qualified loan balances of $100,000 or more. Deposit account balances and loan balances cannot be combined to meet $100,000 threshold. Relationship balances based on primary account holder. If multiple Private Banking accounts are held, service charge will be assessed to each account if waiver requirements aren’t met. Monthly service fee waived for first 60 days from account opening date and for minor accounts when primary account holder is age 18 or younger.
