Private Banking Services

The Extraordinary Personal Relationship of Your Own Private Banker

For the more complex banking needs of the highly compensated or higher net worth individuals, Willow Financial Bank provides a single point of contact.  Your designated Relationship Manager, will customize a financial program for you covering the entire range of personal deposit, loan and investment services.  Our Private Bankers are also experienced in responding to the financial needs of the commercial, professional and not for profit sectors.  We can formulate a solution to meet today's financial challenges whatever your needs require.

Cash Management Services

The Diamond Cash Management Account
A single, integrated account, created for individuals and households with checking balances exceeding $25,000. It functions like a checking account but earns interest like a money market account.

• Money Market Interest Rates
• FREE ATM withdrawals anywhere in the world (other banks may charge)
• FREE Cashier Checks
• FREE Notary Service
• FREE Electronic Bill Pay
• FREE Safe Deposit Box (on site at many of our branches)

Customized Lending Options

Occasionally, leveraging your assets furthers your optimal wealth management strategy. 
As a Private Banking customer, you benefit from financing solutions that extend well beyond the limitations of traditional fixed term loans.

• Residential Mortgages
• Residential Construction Lines
• Interest-Only Home Equity Loans and Lines
• Loans Collateralized by Marketable Securities
• Unsecured Lines of Credit
• Term Loans

At Willow Financial Bank we understand the unique credit needs of the Wealth Management customer.  No matter which type of loan you choose, your Private Banker is your partner, offering advice and solutions.

To arrange an appointment to discuss you personal needs with a Private Banking Specialist, call our Wealth Management Department at 610-995-1700.