Get Individualized Attention
Private Banking clients are assigned a Private Banker who works in conjunction with the expert advice offered by Chevy Chase Trust. Your Private Banker has the diverse training and experience to anticipate your needs and be your single point of contact for implementing your financial goals, including building your wealth, preserving your assets, reducing credit expenses, minimizing taxes, growing your business, providing for your heirs and creating your legacy.
Your Private Banker can help you with:
- Banking Services
- Borrowing
- Investing
- Business Services
On the telephone, in person, at your office, and even in your home, your Private Banker provides confidential, personal service and solutions tailored to your unique situation.
Chevy Chase Bank’s Private Bankers are skilled at anticipating your needs and handling all of the details of your banking activities–from routine transactions, such as opening a checking account, to more complex transactions, such as creating a family trust. At any time, you can call on your Private Banking team for responsive, individual attention and convenient access to a wide range of day-to-day banking services.
Your Private Banker can help you with:
- Preferred Checking and Money Market accounts
- Preferred terms on Certificates of Deposit
- All Access Chevy Chase Check Card
- Online Banking
- Personal Credit Cards
- Travelers Cheques and foreign currency
- Domestic and international wire transfers
Customized Financing For Individuals
The strategic use of credit can help you build and manage your net worth. Whether you are borrowing to build your family's dream home or seeking a line of credit that will see you through years of growth, your Private Banking team can provide the right financing at competitive terms.
As a Private Banking client, you have access to customized loans to meet a variety of needs, including:
- Residential mortgages for purchase or refinance
including jumbo mortgages with high loan-to-values, flexible payment options and interest-only payments. - Home Equity Lines of Credit
with low rates and flexible payment schedules - Loans secured by marketable securities
with interest-only payments, advances higher than broker margin loans, and interest rates lower than standard broker margin rates - Commercial real estate and business investment loans
- Personal Lines of Credit and overdraft protection
- Partner equity and capital contribution loans
- Bridge loans
to purchase a new home pending the sale of an existing home - Luxury automobile and other recreational vehicle loans
Investment Management and Trust Services
Managing money is not simply about purchasing securities. Managing your assets requires an integrated strategy.
Private Banking clients have access to an array of wealth management products and services through Chevy Chase Trust and Chevy Chase Financial Services.1 Our team manages your wealth to help you meet your needs today and strives to help achieve your family’s goals for the future.2
Offering personalized and expert advice, your Private Banker can assist you with working with specialists with experience in the following areas:
- Investment management services
- Trust, estate and tax advisory services
- Charitable trusts and planned giving programs
- Brokerage services
- Insurance services
The Private Banking Group also provides this comprehensive program to professional service firms, including law firms, accounting firms and medical practices, as well as consulting and investing firms.
