Private Banking
Welcome to BCU Private Client Services — a new level of banking.
Offering personalized, referral-only financial guidance for busy professionals, executives, and business owners seeking private banking solutions.
Priority Service
Tailored support with a focus on trust and security thoughout every step of your financial journey.
Dedicated Support
An exclusive Relationship Manager offers one-on-one guidance to help you pursue your financial vision.
Banking That Gives Back
Your deposits help fuel programs that support the financial well-being of the entire BCU community.
Exemplary service focused on you.
Welcome to a banking experience tailored to you, with the unmatched personal service only a credit union can deliver.
Meet the Team
Private Client Services members enjoy one-on-one service from our expert team.
Go Further With Your Finances
Open an account that not only meets your needs, but helps others thrive. Your everyday banking choices can drive meaningful change across the BCU community.
We look forward to serving you and your family.
Check out FAQs and connect with a Private Client Relationship Manager to learn more.
Frequently Asked Questions
-
How do I qualify to become a Private Client Services member?
• Private Client Services is an invitation-only program.
• To set up a consultation with a Private Client Relationship Manager, email PrivateClientService@BCU.org
-
Is there a cost or commitment to join Private Client Services?
No. Our complimentary program is tailored for busy professionals, offering direct access to a dedicated Relationship Manager who serves as your single point of contact—streamlining communication and support.
-
What do I get with Private Client Services?
Enjoy personalized support from a dedicated Private Client Relationship Manager—available in-branch, or through video and phone consultations. Your Relationship Manager takes the time to understand your unique short- and long-term goals, serving as a trusted partner in your financial journey. Working alongside your other advisors, they provide thoughtful guidance tailored to your evolving needs. With proactive outreach, they’ll regularly revisit your goals to help ensure you stay on track through changing markets, shifting priorities, and life’s key milestones.
-
How do I apply or learn more about becoming a Private Client Services member?
To set up a consultation with a Private Client Relationship Manager, email PrivateClientService@BCU.org and we will contact you within one business day.