Personal Checking

Dedicated to Fostering Your Success

The Citizens Security Private Banking Division delivers a coordinated, cooperative approach dedicated to strengthening and simplifying every aspect of your financial life.  Our individualized concierge service is customized to meet your personal needs, with a focus on integrity, responsiveness and confidentiality.

 

Private Label Account

In addition to customized concierge services delivered by the Private Banking Division, our Private Banking Clients enjoy an exclusive high yield checking account along with a variety of Private Banking advantages.

  • No monthly service fee
  • Complimentary CSB Private Client Checks
  • Customized CSB Private Client Debit Card
  • Free ATM transactions across the country
  • Free online banking and bill pay
  • Free mobile banking and mobile deposit
  • Free outgoing and incoming wire transfers
  • Free 5x10 safe deposit box (will apply cost to discount larger box if requested)
  • Free notary services
  • Free e-statements
  • No charge for deposit sweep accounts

 

Private Client Lending

Every Private Banking Client faces unique lending scenarios.  The Private Banking Division offers a suite of lending products customized to personally meet our Private Banking Client's ever-changing needs.

  • Private Client Mortgage - Primary Residence and Vacation Homes
  • Private Client Home Equity Lines of Credit
  • Bridge Loans
  • Construction Loans
  • Lines of Credit
  • Aircraft and Boat Loans
  • Auto Loans
  • Stock Loans
  • Physician Financing Solutions

 

Private Client Wealth Management

Individual clients and their families face a litany of financial choices.  As a customer of the Private Banking Division, your relationship manager will work closely with our investment partners to orchestrate a comprehensive wealth mangement program tailored to your specific financial goals.  You may be looking for advice on retirement planning, charitable giving, investments, managing a family business or preparing for the next generation.  Through a coordinated effort, our Private Banking Division and investment partners are aimed at enhancing and preserving your wealth.

 

Private Banking Office

Rhonda Bailey                          Heather Van Hooser

SVP, Private Banking Officer       SVP, Director of Private Banking

(918)293-1785                         (918)293-1784

8085 S. Yale Ave

Tulsa, OK  74136

918-293-1700

Contact Us

Private Banking
  1. (xxx) xxx-xxxx

  2. Please do not send us any account numbers, SS#s or other sensitive private information. This is not a secure connection.