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Private Banking

Our Private Banking Platinum products provide an array of benefits and a level of service that recognizes the value we place in our Private Banking relationships.

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Mechanics Bank
 

Features & Benefits


For more information about these Wealth Management services, please contact:

800-781-3441








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Culture of Service

Commitment That Lasts Generations. That’s not just our tagline – it’s our way of doing business at Mechanics Bank. It’s our culture. We are committed to you and to your employees. Committed to ensuring your employer-sponsored retirement plan is a success. Committed to being available to answer questions and concerns. Committed to serving your business as the best possible Plan Trustee and Investment Manager.

This very genuine culture of service leads to many benefits for your business and your employees, to include:
  • You and your employees are always welcome to call someone within our Employee Benefit Trust Department to schedule an in-person visit at your office or our office, whichever is easiest.
  • We will ensure easy access to certified retirement plan specialists, ERISA attorneys, and licensed actuaries who can speak knowledgably about your business’s plan or your employees’ individual plans.
  • We always welcome feedback from our business clients and their employees as to how we can better, more effectively and more efficiently service their needs.
  • We are also very pleased to provide you with a personal introduction to a variety of Wealth Management team members who may have specialized knowledge that benefits your business planning or personal investment planning, such as Succession Planning experts or Private Bankers.

At the end of the day, our entire Employee Benefit Trust Department is personally committed to providing every possible resource to ensure your success.