Is Concierge Banking the Right Fit For You?
Customized solutions for clients who:
- Require a multi-faceted banking relationship across deposit, loan, and insurance solutions
- Have assets over the FDIC-insured $250,000 limit
- Live and/or work outside of Leader Bank’s branch network
- Require additional support for significant balances and highly-active accounts
If this sounds like you, don’t hesitate to contact one of our Elevate Banking Relationship Managers today!
Concierge Banking Solutions
Dedicated Relationship Manager
You’ll enjoy direct access to an Elevate Banker, external business partners, and advisory services.
Innovative Deposit Solutions
Access deposit products with specialized rates and no monthly maintenance fees, and our ZSuite and Digital Escrow platforms.
Tailored Lending Solutions
Our team can support your residential and commercial lending needs, help you leverage your investments with Securities-Based Lending solutions, and help you defer capital gains on your investment properties with our 1031 exchange services.*
ACH and Wire Services
Transfer funds online using ACH, wires, and Zelle. Our award-winning client service team will help ensure timely payments and answer any questions as they arise.
Expanded Deposit Insurance Options
We partner with Intra-Fi so you can maximize FDIC coverage for deposits over $250,000 through IntraFi’s network of banks.
Seamless Digital Banking Experience
Operate efficiently with digital account opening and remote banking services, all supported by a dedicated service team.
Education
Link to Private Banking vs Wealth Management: What is the Difference? Private Banking vs Wealth Management: What is the Difference?
Private banking and wealth management are often used interchangeably to describe banking services that are person
Link to Relationship Banking 101: What are the Pros and Cons of Working with a Relationship Banker? Relationship Banking 101: What are the Pros and Cons of Working with a Relationship Banker?
Working with a relationship banker has many advantages for clients who want to use many products and services offered by a financial inst
Link to Understanding 1031 Exchange Rules for Real Estate Investors Understanding 1031 Exchange Rules for Real Estate Investors
If you're a savvy real estate investor looking to take advantage of the benefits of a 1031 Exchange to defer paying capital gains tax on
Meet The Team
Minarsin Rodriguez
About Elevate Banking
Founded with a vision of offering forward-thinking products and services to help our clients and advisors achieve their financial goals, Elevate Banking provides a world-class premier relationship banking experience to help you achieve the next level of financial success and security. And with a focus on long-lasting, prosperous client relationships built on trust and transparency, Elevate Banking offers you a personal advisor to assist with everything from account opening to expert financial guidance at every turn.
*Leader1031.com, LLC ("Leader1031") is a wholly owned subsidiary of Leader Bank, N.A. This website is provided as general information only and should not be taken as legal, investment or other professional advice. This content of this publication shall not be construed as a recommendation to participate in any particular trading, financial or investment strategy, and neither Leader Bank, NA nor Leader1031.com, LLC can provide legal or tax advice concerning the specific tax consequences of a given transaction. Any action that you take as a result of information or opinions provided in this publication is ultimately your responsibility. Consult your attorney or tax professional before making any investment or financial decisions.
