Achieving and maintaining a high level of success in today’s modern world requires partners who understand your financial needs. When it comes to relationship banking, it is important to find a trusted partner who helps you achieve your goals, delivers your desired level of service, and provides you with an additional level of expertise if your needs change.

Achieving Your Financial Goals

The first step to achieve your financial goals is to select an account that fits your lifestyle. It is important to take into consideration the various types of bank accounts offered. Generally, banks offer four types of deposit accounts: checking, savings, money market, and certificate of deposit (CD) accounts. Some accounts are designed to encourage you to save, while others provide you a place to store money until you need access to it. Regardless of the type of account you choose, you should always look for protection from the Federal Deposit Insurance Corporation (FDIC). The FDIC insures many bank accounts for up to $250,000 per depositor (per bank account category) per insured bank. The protection offered by the FDIC is a significant benefit of storing your money in a bank.  

Desired Level of Service

Another consideration is to find a trusted partner who provides the level of service you desire.  If you are looking for a digital banking relationship, you may want to consider a bank that offers an array of convenient services at your fingertips, such as online and mobile banking. At CrossFirst, our robust digital banking solutions provide you with access to your accounts, real-time account balance and transaction history, and the ability to deposit checks and pay bills.

Additional Level of Expertise

If your financial situation requires more creative solutions, you may need a partner who can provide you with an additional level of expertise and flexibility. At CrossFirst, our Private Client team provides you an executive level of service wherever you need it. In addition, our Private Bankers work with you to understand your complete financial picture, so they can provide you with customized solutions, including attractive rates and account features to meet your needs, as well as other high-touch complimentary services.

At CrossFirst, you will experience an array of convenient services at your fingertips to fulfill your personal banking needs and accomplish your financial goals. Beyond these services and resources, you will find an unwavering commitment to your financial wellbeing delivered with extraordinary service. Our relationship with you and our understanding of your financial situation serves as our guidepost for your personal banking experience. We listen to your needs, then assess your situation, so we can collaborate with you to craft solutions for all your banking requirements. Contact us today!