Private Banking

More than ever before, complex financial situations require special attention. We invest in getting to know you and your unique needs in great detail. Your dedicated private banker will lead a team of coordinated financial experts, offering comprehensive solutions to meet your needs.

Exceptional service. Preferred solutions.

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.

Your Private Banker
Experienced, hands-on, local private bankers committed to you and your goals.

Personalized Service
Customized banking services to simplify the daily management of your financial life, while optimizing your goals for the future.

A Dedicated Team
Your private banker is backed by our dedicated team of wealth and financial specialists to help with deposit and cash management services, custom credit solutions, retirement planning, investment management, trust services, business succession planning and more.

Meet the Private Banking Team

Lauren Goeppert

Senior Relationship Manager
Private Banking

Office: 415.629.8047
Cell: 209.735.0606
Email: Lauren_Goeppert@MechanicsBank.com
Visit Private Banking Law Firm Group

Hooman Hamzeh

Senior Relationship Manager
Private Banking

Office: 925.507.1975
Cell: 415.572.1100
Email: Hooman_Hamzeh@MechanicsBank.com

Darren Peterie

Vice President, Relationship Manager
Private Banking

Office: 831.737.1227
Email: Darren_Peterie@MechanicsBank.com

Private Banking Solutions For You

With flexible banking solutions, your private banker will help you find the right products and services.

Private Client Checking Account
Private Client Money Market Account

Your private banker will lead our team of credit specialists to ensure you have access to customized lending solutions to meet your short-term needs and long-term goals:

Residential lending
Home equity lines of credit
Investment Secured Lines of Credit
Personal Lines of Credit
Credit Cards

Your private banker will help you leverage your assets to improve liquidity, facilitate asset acquisition, respond to investment opportunities and maximize cash flow:

Trust & Estate services
Investment management
Retirement planning
Specialty asset management

Private Banking Solutions For Your Business

Whether you're focused on growth, transition or simply meeting today's needs of your clients, we have the right deposit, cash management and credit solutions for you and your business.

Checking and money market accounts
Business online and mobile banking
Access to expanded FDIC coverage for large deposit balances
Treasury Management solutions

Business expansion and acquisition
Working capital and operating lines of credit
Commercial real estate and development
Multi-family housing

Business succession planning
Employee benefit plans
Specialty asset management
Cash management

Disclosures

Always consult with your independent attorney or tax advisor before making any tax-related financial decision, or changing or implementing any financial, tax or estate planning strategy. Investment management and trust services are offered by Mechanics Bank Wealth Management. Mechanics Bank investment products are: Not FDIC Insured. Not Bank Guaranteed. May Lose Value.

Reach out today to connect with Wealth Management

Backed by exceptional capital strength and substantial assets, we are a resilient and resourceful California bank whose core banking and lending principles reflect that of a community bank.

For over a century, it has been our foremost commitment to exceed our clients’ expectations every day.

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