Private Banking Community Banks of Colorado 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 savings1, money markets1, Rate discounts on mortgages2 Third party fee reduction and rate discounts on home equity lines3 Discounts on Trust and Wealth Services4 Access to our exclusive premium metal credit card5 Exclusive debit card reserved for Private Clients Higher daily limits for mobile deposits and ATM withdrawals Complimentary wires, printed and cashier's checks, and mobile notary for our Private Client tier 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. Brad Fontenot Vice President, Premier And Private Client Services 719.260.2215 Read Bio Brad Fontenot Vice President, Premier And Private Client Services Brad adds tremendous experience and knowledge of the Private Client Services program that serves high-net-worth clients. He cares deeply about providing a high-touch client experience that differentiates Community Banks of Colorado from the rest. Brad has been with NBH Bank since 2018. He has over 12 years of banking experience, serving many roles in private, personal, and business banking. Brad focuses on establishing banking partnerships with our Private Clients to ensure their unique banking needs are met. He also serves on the Board of Directors and the finance committee for Court Appointment Special Advocates (CASA). Emily Summey Premier & Private Client Services Manager 303.892.8702 Get VCard Emily Summey Premier & Private Client Services Manager 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 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). 2 Mortgage rate discounts are available to clients in the Premier or Private tiers at the time of application (for co-borrowers, at least one applicant must be in a Premier or Private tier). Amount of discount is based on your eligible tier at the time of mortgage application and is not subject to adjustment. 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 dis-count cannot be combined with other offers. 3 The $500 3rd party fee reduction is available to all clients whose applications are approved for a Primary Residence HELOC loan (applies to a new purchase or refinanced loan) This reduction will not exceed the amount of the 3rd party fees. This fee reduction cannot be combined with other offers. Loans are subject to credit approval. The Premier and Private rate reduction is in addition to the current 6 month rate reduction and will last for the life of the loan. Rate reductions do not apply to jumbo home equity lines of credit. Loans are subject to credit approval. This rate discount cannot be combined with other offers. 4 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. 5 Credit cards issued and applications processed by Elan Financial Services. Trust and Wealth Products are: not FDIC insured, not insured by any federal government agency, not a deposit or obligation of, or guaranteed by NBH Bank or any of its affiliates, subject to investment risk, including possible loss of the principal amount invested.
