Private Banking Hillcrest Bank Private Client Services will elevate your banking experience. GET STARTED TODAY Commitment to Concierge Service Program Benefits Borrowing Solutions Private Card Suite With our Premier and Private Client Services programs, you can expect a tailored approach to assist you in achieving your financial dreams. Our Vision Our highly experienced banking professionals are dedicated to providing exceptional client service. As our Private Client, you can expect a personalized banking relationship with a Private Banker dedicated to providing you proactive concierge-level service, along with guidance and products unique to your needs. You can expect a host of exclusive benefits: Preferred rates on savings2, money markets2, Rate discounts on mortgages3 Third party fee reduction and rate discounts on home equity lines4 Discounts on Trust and Wealth Services5 Access to our exclusive premium metal credit card6 An exclusive debit card reserved exclusively for Private Clients Higher daily limits for mobile deposits and ATM withdrawals Complimentary wires, checks, mobile notary What sets us apart A proactive banking experience Commitment to concierge service A dedicated Private Banker 24/7 live phone access Premier & Private Client Services An elevated banking experience custom tailored to you. Learn More Ready to get Started? Start a discussion with one of our Private Bank Professionals. Lisa Wolff Senior Vice President, Director Premier and Private Client Services 913.998.7044 Get VCard Read Bio Lisa Wolff Senior Vice President, Director Premier and Private Client Services Lisa Wolff is passionate about the Private Client experience. She is dedicated to building a true partnership with her clients by understanding their individual needs and providing proactive solutions. Lisa has been with NBH Bank since January 2018 and is responsible for the coordination of the Bank’s Private Client experience that serves high-net-worth clients. Lisa has more than 10 years of experience in banking and financial services with national firms such as US Bank and CBIZ Financial Services, serving many roles in private and personal banking, commercial lending, sales, marketing and management. She is involved in organizations throughout the community such as United Way, Samaritan’s Purse and Shelter KC. Bill Smedley Vice President, Premier and Private Client Services 801.426.0112 Get VCard Read Bio Bill Smedley Vice President, Premier and Private Client Services Bill uses a holistic approach to understanding his client's financial and lifestyle objectives followed by a team-based approach to implement ongoing strategies that best align with their goals. This approach is coupled with an exceptional level of personal concierge service to support his client’s needs. Throughout his nearly 20+ years of banking experience, Bill has served in many private, personal, business, and investment banking roles. He holds 66 investment licenses including a Series 7 along with Utah state life and health insurance licenses. Bill earned his BS degree from the University of Utah with an emphasis in Finance, and has served the community through local organizations such as the Knights of Columbus as well as coaching youth baseball, football, and soccer. Christopher Soviero Vice President, Premier And Private Client Services 214.756.6782 214.476.5312 Christopher Soviero Vice President, Premier And Private Client Services Chris has over 12 years of experience partnering with Private Banking Clients and understands their unique needs. With a firm belief in a complete customized banking approach for every Private Client, Chris is committed to being a trusted and reliable financial partner and providing a team-based approach to implement ongoing strategies that best align with his client’s goals. He takes pride in leveraging the bank’s partnerships to expand opportunities and guide his Private Clients toward success - not just personal financial success, but generational. Prior to joining Hillcrest Bank, Chris held positions in Private Banking with two of the largest banks in the nation and has experience as a small business owner. Additionally, Chris is a trusted and active community member. He is involved in his church in McKinney, TX as well as the Invited Golf Club Association. Client relationship assessments will be completed once a year in the month of January. Based on the assessment, clients may be upgraded or downgraded to the next qualifying tier. On a case by case basis a client may be placed immediately into the qualifying tier. For example, a client opening a new account which meets the deposit requirements of a Premier or Private Tier will be placed into the appropriate tier. Monthly reviews completed by the Premier and Private Bankers, may determine an immediate upgrade or downgrade depending on tier requirements. We may change or terminate program benefits at any time, without prior notice. 1 Terms and Conditions apply, see Private Banker for additional details. 2 The preferred rate is variable and subject to change at any time without notice, including setting the interest rate equal to the standard rate or to zero (0.00%), which could change the Annual Percentage Yield (APY). 3 Mortgage rate discounts are available to Private Clients at the time of application (for co-bor-rowers, at least one applicant must be a Private Client). Mortgage rate discount may not be eligible on special credit programs offered by the Bank including, but not limited to, down payment assistance programs, bond programs, etc. Loans are subject to credit approval. This rate discount cannot be combined with other offers. 4 Third party fee reduction is available to Private Clients whose applications are approved for a Primary Residence Home Equity Line of Credit (applies to new purchase or re-financed loan). This reduction will not exceed the amount of the third party fees. This fee reduction cannot be combined with other offers. Loans are subject to credit approval. The Private rate reduction is in addition to the current 6 month rate reduction and will last the life of the loan. Rate reductions do not apply to jumbo home equity lines of credit. This rate discount cannot be combined with other offers. 5 Trust and Wealth Services provided by Bank of Jackson Hole Trust. Trust and Wealth Products are Not a Deposit Account, Not FDIC Insured, Not Insured by any Government Agency, Are not Bank Guaranteed, May go down in Value. 6 Credit cards issued and applications processed by Elan Financial Services.
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