Why you need a private banker
Why You Need a Private Banker
Where does banking fit into your life? Between the demands of work and all that happens outside of office hours, banking can often feel like a chore and, at worst, a barrier to keeping things on track. It doesn’t have to be this way. With a private banker on your side, everything from routine transactions to maintaining an optimal balance of liquidity, credit and invested assets can be addressed in a streamlined way, specific to your particular needs. Banking no longer holds you back, but, instead, keeps you moving forward. That’s banking beyond limits.
One dedicated banker
How does a private banking relationship make your life easier? By giving you one dedicated person who is in tune with your financial situation as a main point of contact for any banking need. You just make one call and your private banker deploys all the right resources. That means transactions are handled in a timely, accurate manner. You get the right loan options with preferred rates. You can trust that your money is working for you in the short and long term. And, when an opportunity arises, you’ll be empowered to make an informed decision.
You’re not put on hold, passed off to the next available associate or asked the same questions over and over. You have a financial concierge wise to the needs of high-net-worth individuals.
Time. Value. Money.
When you can rely on an experienced private banker, you reclaim hours upon hours of time to focus on what’s important to you. More than just another service provider, your private banker becomes a key piece to your financial network, collaborating with your CPA, attorney and wealth manager to execute a cohesive and comprehensive plan. That’s a tremendous amount of value compounded by having access to specialized spending accounts, preferred credit programs and elevated savings options.
No other financial relationship can help you save time, maximize value and manage your money more effectively than teaming with a private banker.
How to get a private banker
At Oklahoma Fidelity Bank, a private banking relationship doesn’t start with accounts. It starts from a place of knowledge and shared trust and results in a personalized banking plan that grows and evolves with you. We’ll collaborate with you on a personal financial review and spending analysis to develop a structure of accounts and lending options that put your needs front and center. That’s service beyond limits.
Get started by contacting one of our private bankers today.
