We invest in getting to know you and your unique needs, whether it’s for you, your family, or your business, our private bankers will serve as your financial concierge, providing responsive service and access to the products and services you need to achieve your personal wealth and business goals.
Experienced, hands-on, local private bankers who are committed to you and your goals.
Enjoy customized banking services that simplify your finances and optimize your future goals.
Supported by our specialists, your Private Banker will offer tailored solutions to meet your financial goals.
Senior Relationship Manager
Private Banking
Office: 415.629.8047
Cell: 209.735.0606
Lauren_Goeppert@mechanicsbank.com
Senior Relationship Manager
Private Banking
Office: 925.507.1975
Cell: 415.572.1100
Hooman_Hamzeh@mechanicsbank.com
Vice President, Relationship Manager
Private Banking
Office: 831.737.1227
Darren_Peterie@mechanicsbank.com
With flexible banking solutions, your private banker will help you find the right products and services whether you need a Private Client Checking Account, or a Private Client Money Market Account.
Your private banker will lead our team of credit specialists to provide you with customized lending solutions that meet both your short-term needs and long-term goals, including residential lending, home equity lines of credit, and credit cards.
As a Private Banking client, you deserve financial flexibility that aligns with your lifestyle. Our Personal Line of Credit offers immediate access to funds, competitive interest rates, and flexible options.
Access extra cash easily and affordably by borrowing against your investment portfolio. An investment-secured revolving line of credit offers flexible liquidity while maintaining your long-term investment strategy, potentially avoiding the need to sell assets.
Your private banker will help you leverage your assets to improve liquidity, facilitate asset acquisition, respond to investment opportunities, and maximize cash flow. Services include trust and estate planning, investment management, and retirement planning.
Mechanics Bank investment products are not FDIC insured; are not deposits; and may lose value.
Offering checking and money market accounts, business online and mobile banking, expanded FDIC coverage for large deposit balances, and treasury management solutions.
Supporting business expansion and acquisition, working capital and operating lines of credit, commercial real estate and development, and multi-family housing.
Unlock the full potential of your wealth with our comprehensive Wealth Management services, including business succession planning, employee benefit plans, specialty asset management, and cash management.
Learn more about the benefits of working with Mechancis Bank Private Banking. Email us today to get started.