Private Banking
Easier banking with one point of contact.
Private Banking – One Point Of Contact For Convenient Personal Service
Imagine a personal banking relationship with a skilled financial professional as your dedicated resource - one who understands your goals and unique financial journey, along with those of your family and business. Private Banking offers one point of contact to the entire world of Tech CU products and services and can help you coordinate multiple touchpoints including legal and tax professionals.
Resources
Out of State Mortgages
For rental properties and vacation homes.
View Out of State Mortgage informationBank Online
Download our Mobile App.
Personal, Responsive Private Banking Services
Your Private Banking Manager will provide personal, responsive, professional, and friendly service while ensuring the security and confidentiality of your financial affairs. Through one point of contact, you have access to all the products and services we offer, including:
- Financial needs assessment.
- Asset protection.
- Risk management.
- Trust & estate planning.
- Tax planning.
- Banking services.
Certificates – Accelerate Your Savings
Accelerate your savings with a long-term, high-yield fixed-rate Certificate. Your money grows at a predictable rate in a safe savings Certificate that is government insured by the NCUA.
View Certificate Information and Rates
Why Choose Tech CU?
From our roots in the Bay Area, we’ve grown into a national credit union able to serve all your personal and business banking needs.
- People over profits – we focus on member needs, not shareholder dividends
- Extensive breadth of products for our members’ every financial need
- Superior rates
- Zero or transparent, minimal fees
- Unparalleled service from competent bankers
- Awarded Forbes 2021 Best-in-State Credit Unions designation based on member ratings for service
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We’ve Made It Easy to Handle Your Finances
