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At First Western Trust, we understand that effective private banking is more than a series of transactions — it’s an integral part of your financial success. For example, did you know that the titling of your personal bank accounts can supersede even your trust and estate documents? When you do not work with a team of knowledgeable banking partners, it is easy for these sorts of issues to be overlooked, leading to frustrations down the road.
Through our ConnectView process and personal dedication to you, our private banking services are carefully designed to provide a level of service you’ve never experienced before. Our private banking teams are made up of specialists in lending, cash management, mortgage, and treasury management services. Our associates know you personally and take the time to understand the full scope of your finances — as well as the emphasis you place on insurance, liquidity, and yield — before making any recommendations. Then, once we have a strong understanding of your broader goals, our specialists work together to develop a suite of personal banking services that seamlessly integrate into your full financial picture and help you achieve your objectives.
Click here to view our limited promotional rates on Certificates of Deposit (CDs).
Personal Banking Services
Private banking encompasses a number of services. Our personal banking team strives to deliver a tailored client experience through:
Cash Management
Our Private Bankers structure customized deposit and cash management strategies to seamlessly integrate with your financial world. We offer a mix of checking, certificates of deposit, money market accounts, wire transfers, and more, all tailored to your objectives. That’s why you won’t find a list of our checking account options on our website. It is all customized to your particular needs.
Lending Services
We don’t have a one-size-fits-all approach to lending because we understand that every individual, family, business, and nonprofit is different. When we are building a lending solution, we take the time to understand the full scope of your finances and your goals for your loan. Then, we customize our solutions to meet your needs.
Mortgage Services
There are few things as personal as your home, so we understand that financing for a mortgage requires careful planning and a strong partnership. As a client of First Western Trust, you gain access to the best solutions in the industry and a team that is dedicated to making the mortgage process as smooth and efficient and possible. Learn more about Mortgage Services.
Private Banking Online
Our teams are committed to providing personalized service, but we also understand the importance of providing you with direct access to your personal banking services in a convenient and user-friendly platform.We provide a full suite of online and mobile private banking tools. We are regularly updating our offerings to provide you access to the latest products, but a few of our existing online personal banking services include:
- Mobile deposits so you can deposit funds from any location at any time
- Bill pay to automate your payments
- Apple Pay, Apple Touch ID, Samsung Pay and Mobile Passcode to streamline the checkout process on a secure platform
- Premium alerts so that you are up to date on all of your account information
- People Pay to send money conveniently and securely
- SecurLock Equip to help protect your debit and credit cards
With our online services, you have the convenience to bank on your schedule while still being backed by the full support of your First Western Trust private banking team.
Do you need help managing your suite of personal banking services? For a truly integrated approach to private banking services, fill out the form below or call us directly at 303.531.8100.