More Than Your Bank—We're Your Number One Advocate
San Antonio Private Banking Services
At The Bank of San Antonio, you’ll always receive the highest level of personal service. From state-of-the-art banking technology and access to your own personal relationship banker anytime, day or night, The Bank of San Antonio is proud to provide you with the highest standard of excellence.
Your Personal Relationship Banker
At The Bank of San Antonio, we're more than just your bank—we're your number one advocate and partner—and are dedicated to taking your business to the next level. Your own personal relationship banker is with you every step of the way, helping you tailor a plan to reach your financial goals and identify opportunities for growth, ensuring your hard work today leads to success for a lifetime of tomorrows.
- Your personal relationship banker calls and visits your business regularly, unless you prefer to come to the bank
- 24/7 access, day or night, to your personal relationship banker
- Regularly ask for feedback on ways we can improve our service to you
The Primera Account
Open a Primera Account and you’ll be a member of an exclusive club that’s elevated, service-oriented and complete with special privileges and perks. From The Bank already known for a high level of service, Primera raises the bar with privileges that include:
- Concierge assistance with transition of bill payments and automatic deposits and withdrawals
- Service benefits extended to members of your immediate family when you are joint owners of our Private Banking deposit accounts
- Primera checks
- Primera Visa Debit card
- Dedicated notary service
- Specially-tiered Money Market rates
- Priority underwriting for your personal, construction and mortgage loans
- Risk Management Program to help protect your assets
life insurance premium financing
Life Insurance Premium Financing strategies provide a customized wealth management tool to help high-net-worth clients realize long-term financial goals and preserve a financial legacy.
This strategy can help guard against the unexpected, diversify long-term wealth accumulation with life insurance strategies, provide tax efficient long-term funding strategies to meet estate liquidity needs, and meet wealth transfer objectives in estate planning.
Primera
Experience Private Banking Like No Other.
Primera's personal relationship bankers are with you every step of the way, helping you tailor a plan to reach your financial goals and identify opportunities for growth, ensuring your hard work today leads to success for a lifetime of tomorrows.