Assistant Vice President
First Business Bank - Milwaukee
Business owners, key executives, and high net worth individuals want more than typical retail bank services. While waiting in line for tellers during standard banking hours works for many people, there are individuals who require and demand more. More top-level access. More personal consultation. And more customized services. First Business private banking was created specifically to deliver more.
Our private banking model is designed for individuals who want to be clients, not just customers. As such, they need to know that every solution we suggest will be highly competitive—and that our success depends on the depth and quality of the relationships we build.
Our private banking clients often have very significant deposits. It is very important that these clients earn excellent returns while maintaining liquidity to meet their individual needs. Our Enhanced Cash Management service delivers the solution that these clients desire. We consult with each client, and help determine individual liquidity requirements. We then develop alternative deposit strategies for the client to consider. After consultation, we implement the selected strategy and continue to monitor the client's needs. Enhanced Cash Management delivers excellent returns and the liquidity that each client desires. We look forward to consulting with you to find ways to enhance your returns.
As a private banking client, a First Business team is created specifically for you, with each member of that team fully aware of your current situation and longer-term goals. By developing strong team-oriented relationships, we are able to respond to any request quickly and effectively.
A typical financial institution of our size would have tens of thousands of clients. But First Business is not a typical financial institution. Under our focused approach we serve fewer clients so that each receives the quality of service — and personalized attention from top-level decision makers — they deserve. We join your existing team of attorneys, accountants, brokers, and life insurance advisors and carefully coordinate our services with theirs to help you achieve your personal goals.