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Concierge Banking & Lending Services

Personalized banking and loan services you deserve

You are focused on your mission, but you are still sweating the small stuff. Why not lean on a dedicated team of professionals to assist in coordinating your day-to-day banking? With BMT’s Private Banking Group, we work with you by taking care of all the details. Not sure what you’re looking for? Our banking professionals help you ask the right questions to discover your organization’s needs and recommend the next steps.

Together, your Wealth Advisory Team of investment advisors, certified financial planners, risk management experts, and other professionals all partner with you to create an all-inclusive solution to your complex financial needs. Whatever your organizational needs—lines of credit, commercial loans, or coordinating your overall banking plan— you can expect a thoughtful, integrated approach coupled with a meticulous attention to detail.

How do we best manage our day-to-day banking needs?

Deposit Accounts

Take advantage of a full range of FDIC-insured deposit accounts and certificates of deposit, as well as a full range of account options to address the complexities of your specific financial situation.

Lines of Credit, Overdraft Protection & Real Estate Financing

Ensure consistent liquidity and finance major purchases such as real estate with substantial commercial or personal lines of credit.

Money Management

With secure online or mobile banking, you have access to your organization’s accounts wherever you are, whenever you need. Best of all, with our business online banking, you can assign different permission levels to your staff.

How We
Support You

  • Dedicated private banking staff
  • Experience with the unique needs of high net worth individuals
  • Empowered collaborative approach to meeting your financial needs

Tomorrow Starts Today