A dedicated relationship manager focused on your personal retail banking needs

Concierge-level service built around you

Private Banking services provide qualified members with a dedicated relationship manager who serves as a primary point of contact for their retail banking needs. Think of it as your own traveling financial center — offering responsiveness, efficiency, and direct access when and where it works best for you.

A single, trusted point of contact

Your private banker becomes your go-to resource for deposits, lending, and day-to-day banking support. Instead of navigating multiple departments or calling a service line, you have direct access to someone who understands your full financial picture.

Elevated service and internal advocacy

Private Banking services prioritize efficiency and attention to detail. We coordinate internally across lending, deposits, and leadership when needed to help streamline decisions and optimize your overall relationship with Allegacy.

Personalized deposit and lending solutions

We offer tailored deposit and lending support designed around your goals and priorities. We collaborate with internal partners such as Mortgage, Business services, or Allegacy Wealth Management* to streamline support.

Organization and relationship coordination

Private Banking services help to simplify complex financial arrangements. From Trust Accounts, Estate Accounts, managing wire transfers, and facilitating fraud alerts and limit adjustments, your private banker brings clarity and coordination to your retail banking experience.

How Private Banking services work

Our approach centers on access, convenience, and long-term relationship support.

01
Understand your priorities

We begin with a conversation about your financial goals, banking needs, and preferred level of service.

02
Structure your banking relationship

Your private banker reviews your accounts, relationships, loans, and full financial and service needs to help create a more organized and efficient experience.

03
Provide ongoing concierge support

As your needs evolve, your private banker remains your primary contact — coordinating internally and helping ensure your retail banking experience stays aligned with your broader financial profile through all life stages.

Your questions, answered

Allegacy’s Private Banking services include a dedicated relationship manager, personalized deposit and lending coordination, expedited internal support, and concierge-level assistance for retail banking needs.

Private Banking provides direct access to a dedicated relationship manager who coordinates across departments and advocates on your behalf to streamline your banking experience.

While Private Banking Services primarily focuses on retail banking, we work with many business owners and may assist with certain small business account needs when appropriate.

Private Banking services are designed for qualified members who may need to meet outside standard business hours or who want enhanced speed and customized attention. Often, these are busy professionals, business owners, executives, or high net worth individuals who benefit from keeping all their finances under one roof.