Concierge Banking Partners
Leader Bank’s Elevate Banking team partners with:
Accounting Firms
Not every part of your client's financial picture needs to be complex. We want to help provide a seamless banking experience.
Attorneys
Specialized in working directly with Corporate Attorneys, Trust & Estate, Divorce Attorneys and Real Estate Attorneys.
Consulting Firms
Elevate Banking combines strong deposit solutions with personalized support to match the pace and complexity of consulting work.
Family Offices
A concierge experience for Family Office clients and advisors. We serve as a direct extension to your business.
Our Elevate banking team supports your clients with:
White Glove Service
We make banking easy with our unique concierge service and relationship advisor.
Specialized Products
Our tailored deposit and lending products including specialized rates and complimentary services are designed to address your clients' financial goals.
Customized Account Access
With a Concierge Service Agreement, you'll have customized account access privileges for seamless management of your clients' funds.
Meet the Elevate Banking Team
Minarsin Rodriguez
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.
