Union Bank & Trust Private Banking: Relationship-Driven Comprehensive Financial Services

Quality, comprehensive financial service is made possible through the development of relationships. At Union Bank & Trust Company, a Private Banking officer will be your window to all of the knowledge, services and expertise Union Bank has to offer. We will provide you the quality service and individual attention you deserve.

We accomplish this by serving as your single point of contact.

Your financial goals may require specialized expertise from a number of areas. Private Banking acts as liaison for both banking and trust, introducing you to an array of products and services:

Mortgage Lending

Lines of Credit

Investment Objectives & Management

Estate Planning

Depository Services

And more...

You won't be left searching for the right person to contact.

Additionally, we will provide a "customized" approach to financial management and services. In this ever-changing, fast-paced world, you may require solutions that are "outside the box". We will work with you to develop financial strategies that bring results. Moreover, we can introduce professionals in the community that we have cultivated relationships with in order to fulfill your comprehensive needs.

The Private Banking team strives to make your banking experience seamless and convenient. We recognize that your time is precious—it is meant to be spent on your family, your business, or yourself—not on your banking.

*Investment services offered through Union Bank & Trust Company’s Trust Division.
Investment products: Not FDIC Insured - No Bank Guarantee - May Lose Value.

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Important Information About Procedures For Opening A New Account—
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you; we may also ask to see your driver’s license or other identifying documents.

FDIC Insurance:
Union Bank is a participant in the FDIC Transaction Account Guarantee Program. Click here for important information regarding FDIC Insurance.

Insurance policies are obligations of the issuing insurance company, and are not obligations or deposits of, or guaranteed by any bank and are not FDIC insured. Annuities subject to investment risks, including possible loss of the principal amount invested. Union Bank makes insurance available through its affiliated company Union Agency Inc.