Premier and Private Client Services Hillcrest Bank Premier and Private Client Services will elevate your banking experience. With our Premier and Private Client Services program, you can expect an elevated banking experience, backed by a team of dedicated banking, trust and wealth professionals. We offer exclusive benefits designed for you and your family including reduced fees, loan discounts, and much more. What sets us apart A proactive banking experience Commitment to concierge service 24/7 live phone access for Private Clients PREMIER AND PRIVATE CLIENT SERVICES PROGRAM BENEFITS Ready to get Started? Start a discussion with one of our Premier and Private Banking Professionals. Lisa Wolff Senior Vice President, Director Premier and Private Client Services 913.998.7044 Get VCard Read Bio Lisa Wolff Senior Vice President, Director Premier and Private Client Services Lisa Wolff is passionate about the Private Client experience. She is dedicated to building a true partnership with her clients by understanding their individual needs and providing proactive solutions. Lisa has been with NBH Bank since January 2018 and is responsible for the coordination of the Bank’s Private Client experience that serves high-net-worth clients. Lisa has more than 10 years of experience in banking and financial services with national firms such as US Bank and CBIZ Financial Services, serving many roles in private and personal banking, commercial lending, sales, marketing and management. She is involved in organizations throughout the community such as United Way, Samaritan’s Purse and Shelter KC. Bill Smedley Vice President, Premier and Private Client Services 801.426.0112 Get VCard Read Bio Bill Smedley Vice President, Premier and Private Client Services Bill uses a holistic approach to understanding his client's financial and lifestyle objectives followed by a team-based approach to implement ongoing strategies that best align with their goals. This approach is coupled with an exceptional level of personal concierge service to support his client’s needs. Throughout his nearly 20+ years of banking experience, Bill has served in many private, personal, business, and investment banking roles. He holds 66 investment licenses including a Series 7 along with Utah state life and health insurance licenses. Bill earned his BS degree from the University of Utah with an emphasis in Finance, and has served the community through local organizations such as the Knights of Columbus as well as coaching youth baseball, football, and soccer. Emily Summey Premier & Private Client Services Manager 303.892.8702 Get VCard Emily Summey Premier & Private Client Services Manager Client relationship assessments will be completed once a year in the month of January. Based on the assessment, clients may be upgraded or downgraded to the next qualifying tier. On a case by case basis a client may be placed immediately into the qualifying tier. For example, a client opening a new account which meets the deposit requirements of a Premier or Private Tier will be placed into the appropriate tier. Monthly reviews completed by the Premier and Private Bankers, may determine an immediate upgrade or downgrade depending on tier requirements. We may change or terminate program benefits at any time, without prior notice. 1 The preferred rate is variable and subject to change at any time without notice, including setting the interest rate equal to the standard rate or to zero (0.00%), which could change the Annual Percentage Yield (APY). 2 Trust and Wealth Services are referred to the Bank of Jackson Hole Trust with discounts applied to appropriate fees charged for those services. A Trust relationship is not a require-ment for this program. Trust Services are not FDIC-Insured, May Lose Value and have no Bank guarantee. 3 Mortgage rate discounts are available to clients in the Premier or Private tiers at the time of application (for co-borrowers, at least one applicant must be in a Premier or Private tier). Amount of discount is based on your eligible tier at the time of mortgage application and is not subject to adjustment. Mortgage rate discount may not be eligible on special credit programs offered by the bank including, but not limited to, down payment assistance programs, bond programs, etc. Loans are subject to credit approval. This rate dis-count cannot be combined with other offers. 4 The $500 3rd party fee reduction is available to all clients whose applications are approved for a Primary Residence HELOC loan (applies to a new purchase or refinanced loan) This reduction will not exceed the amount of the 3rd party fees. This fee reduction cannot be combined with other offers. Loans are subject to credit approval. The Premier and Private rate reduction is in addition to the current 6 month rate reduction and will last for the life of the loan. Rate reductions do not apply to jumbo home equity lines of credit. Loans are subject to credit approval. This rate discount cannot be combined with other offers. 5 Clients included in the Premier and Private Program tiers using a Hillcrest Bank debit or ATM card will not be charged the non-NBH Bank ATM fee. Clients included in the Premier and Private Program tiers using a Hillcrest Bank debit or ATM Card will receive a refund of the ATM operator or network fee for withdrawals, balance inquires and balance transfer from non-NBH Bank ATMs in the U.S. 6 For complete credit card details, click here. 7 A deficit transfer is used to transfer funds from one or more owned deposit accounts when the receiving account’s balance falls below a specified threshold. Allows for the automatic transfer of funds from one account to another in $100 increments to cover an overdraft and prevent overdrafts and overdraft fees. No notice of the transfer is sent to the client. The transfers are itemized on the account statement.
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