Professional & Executive Banking
As a successful professional, you understand that achievement is often reached at the expense of having less time to manage your personal demands. As a CFG Community Bank client, we offer professional and executive banking services for busy professionals with $1,000,000 net worth and $50,000 in liquid assets.
CFG Community Bank offers an unmatched level of personalized service, provided by one personal banker who will manage your personal and professional financial needs to include credit and deposit solutions as well as specialized services tailored to accommodate your individual needs.
How it Works:
Work with your own personal banker who serves as a liaison for all of your banking needs.
Bring all of CFG Community Bank’s resources directly to your home or office.
Enjoy local decision-making and quick turnaround. You’ll no longer have to wait while someone in another state who does not know you makes a decision about your finances; instead, rely on one professional to promptly and efficiently coordinate all of your individual and business needs.
Experience continuity and confidentiality. CFG Community Bank’s personal bankers are long-term professionals with a history of superior service excellence.
Leverage our competitive pricing, as well as flexible and creative financing solutions.
In addition to coordinating a myriad of personal and professional services, your personal banker can provide you with a range of day-to-day banking services when and where it’s convenient for you. We’ll come to you—at your home or office.
Personal Banker Services:
- Open new deposit accounts
- Process loan requests
- Wire transfer funds
- Transfer funds online
- Advance/pay down lines of credit
Take advantage of the full suite of products that support our Professional and Executive banking program—and more—with one phone call to your personal banker.
Professional and Executive Banking Products:
- Elite Checking Account—offered exclusively to CFG Community Bank’s Professional and Executive Banking clients
This account offers a very high rate of interest, eliminating the need for a savings account.
You no longer need to worry about transferring funds between accounts to earn higher interest.
- Secured/Unsecured lines of credit
- Loans secured by marketable securities
- Home equity lines and second mortgages
- Bridge loans
- Residential mortgage acquisition and refinancing
- Working capital lines of credit
- Term loans and fixed asset purchases
- Capital contribution loans
- Cash management services