Personal Banking Solutions

Personal Account Solutions

Everyone is different. Everyone is unique. So whatever your goals and ambitions might be, we focus our efforts on developing a unique service that fits around your individual requirements.

At Excel Bank, we remain small enough to offer our clients a highly personalized private banking service and are devoted to building lasting relationships with everyone who banks with us.  On becoming a client of Excel Bank, your Private Banker will take the time to look after you, your family and your business. 
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Exceptional Personalized Service

You will receive expert advice from your own Private Banker. Drawing from years of financial experience, they will connect you with an innovative and flexible range of products and services.

Precisely tailored to your requirements and understanding that as your wealth grows, your financial affairs become more complex, we offer a range of accommodating solutions that respond to your changing circumstances.

Private Banking Accounts*:
  • Checking
  • Interest Checking
  • Savings Accounts 
  • Money Market Accounts 
  • Certificates of Deposit 
  • IRA’s
  • Special Deposits (Escrow, Bankruptcy)
Private Banking Services*:

Innovation and Flexibility

We understand the demands on your time can be significant. You need a private bank that can support your financial objectives for today and for the future, while providing you with seamless day-to-day banking.

At all stages of your career and into retirement, we offer a personalized tailored service. Our areas of expertise include:

  • Executives and Entrepreneurs
  • Partners of Accountancy and Law Firms
  • Medical and Dentistry Professionals
  • Entertainment, Sports, Creative Talent and Media
  • Professionals
  • Family Businesses
  • Not-for-Profit
We take the time to understand your circumstances, your ambitions and your short and long-term goals. This allows us to develop and provide innovative solutions personally custom-made to your needs.

*Terms and conditions apply. See account agreement and Excel Bank client care associate for details and full disclosures.

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