Private Banking
Enjoy the very best in banking with SmartBank Private! With access to a dedicated banker, sophisticated financing, and tailor-made deposit accounts, we invite you to experience banking redefined.
Professionals
Professionals
and Affluents
Healthcare
Professionals
Specialized banking solutions for Doctors (MD or DO), Veterinarians (DVM), Dentists (DDS), and Optometrists (OD).
Executive
Professionals
Specialized banking solutions for professionals including Attorneys (JD), Certified Public Accountant (CPA), and Senior University Executives, and individuals holding ‘Chief’ or ‘Executive’ titles at companies with at least $25MM in recurring gross annual revenue.
Entrepreneurs and Affluents
Innovative banking solutions for individuals with at least $1,000,000 in recurring income and liquidity (combined).
Wealth Management Services
As a financial advocate for our clients, your private banker will work closely with SmartBank Investment Services to offer a broad array of products to help you reach your financial goals.
Insurance Services
At SBK Insurance our professionals work closely with you to find insurance answers that fit your specific needs. Personal, Commercial, Life and Health Coverage.
SmartBank Private Team
Eligibility
1. Profession-based qualification (regardless of income and liquidity):
- Medical Doctors (MD and DO)
- Veterinarians (DVM)
- Dentists (DDS)
- Optometrists (OD)
- Attorneys (JD)
- Certified Public Accountants (CPA)
2. Title-based qualification (regardless of income and liquidity):
- Senior University Executives holding the titles of President, Vice President, Dean, Associate Dean, Chancellor, Vice Chancellor, Provost, Vice Provost, or Chief Officer
- Individuals holding the title of “Chief” or “Executive” at companies with gross annual revenue of $25MM or greater
3. Wealth-based qualification:
- Individuals with a combined recurring income and liquidity of $1,000,000 or more.