San Diego Private Bank is committed to offering customized financial services. Our shareholders, directors, management and staff are dedicated to establishing enduring relationships between our professional bankers and the small business owners, professionals, financial intermediaries and individuals in the communities and niches we serve. These relationships are established by carefully listening to the requirements of our clients and prospects, and tailoring products and services to meet those requirements. The objective is to offer each customer the package of financial services they require to consititute a mutually-beneficial customer relationship.
The financial services we offer include a wide array of demand, savings and time deposit accounts. Lending services include commercial, mortgage and construction loans. Additionally, we profit by investing excess funds, generating referral fees, and charging for value-added services.
Both traditional and modern delivery systems that are convenient and profitable are implemented. We maintain full service bank offices for those clients requiring the traditional personal delivery systems. We offer modern automated services such as ATMs, remote deposit capture, personal card services and merchant bankcard services. We also offer state of the art on-line banking services to both consumer and business customers.