Santander Private Client: A Step Above in Banking - Santander
Santander Private Client: A Step Above in Banking
The pandemic reminded us that during times of uncertainty, it helps to have something consistent to turn to. Particularly when it comes to your financial life, having a trusted partner in your corner can be an invaluable resource for you and your family. That’s exactly what Santander Private Client offers eligible clients –– a personalized banking relationship that’s tailored to your needs and goals. Whatever your vision of prosperity, our mission is to help you bring it to life.
Here are a few advantages Santander Private Client offers:
Banking Focused Around You
People encounter a lot of change over the course of their lives. In light of the pandemic especially, many are reconsidering what they want their future to look like. For example, according to a recent Harris Poll survey, 43% of Americans plan to stay more connected to friends and family going forward, while 76% will continue to support charities they donated to this year.1
These choices, like most life decisions, require careful financial considerations. That’s where Santander Private Client comes in. With a dedicated customer service line and your own personal relationship banker, you can access industry insights from financial consultants and resources like never before to help you make sound decisions that account for your specific financial and life circumstances.
There for you whenever you need – your personal relationship banker is a single point of contact for all your individual and business financial needs: from executing transactions to securing exclusive financing options. They’ll also connect you with your larger team of dedicated specialists, including your Mortgage Development Officer and your Santander Investment Services Financial Consultant.2
Your Lending Partner
Between record low interest rates, work-from-home lifestyles, and a renewed interest in suburban living –– many people are considering purchasing a home. In fact, a recent a Pew Research Center analysis report shows that the number of new homeowners in the U.S. surged in the past year with an increase of 2.1 million.3 But whether buying your first home, your dream home, or your well-deserved vacation getaway –– many buyers want help selecting the best financing options for their long-term financial health.
Santander Private Client gives you access and insight into special lending products that fit with your wider financial vision for the future. As your lending partner, we can help you take advantage of preferred home lending rates whether you’re looking to buy or refinance. We also give you flexible loan options such as construction loans, interest-only jumbo mortgages, or home equity lines of credit with no annual fee.
The Perks of Being a Santander Private Client
Your VIP treatment extends far beyond the realm of banking as a Santander Private Client. You’ll enjoy exclusive perks to help you make the most of a night out, a weekend away, or even a trip abroad. Using the Santander Private Client World Debit Mastercard, you’ll enjoy concierge service to help book reservations at exclusive restaurants, secure tickets to in-demand events, buy and deliver gifts on your behalf, and assist with other business-related needs.
For domestic and international travel, enjoy a complimentary annual membership to Priority Pass, with over 1,300 airport lounges and experiences in over 600 cities worldwide. 4
Premium Accounts, No Monthly Fee
Your liquid accounts are the backbone of your banking relationship. With Santander Private Client, you receive exclusive access to Santander Private Client Checking and Santander Private Client Money Market Savings. These premium accounts offer exclusive interest rates, personalized banking services, and much more –– all with no monthly fee.
Dependable, long-term partnerships are important in life. That’s why Santander Private Client offers eligible clients2 A Step Above In Banking. From personalized financial strategies to everyday banking management and exclusive perks –– a Santander Private Client Account has many advantages to consider already, and there are even more to come in the near future. But most important to us will always be our unwavering commitment to trust, consistency, and support. After all, we’re here to help you align your wealth with your ambitions. For this generation and the next.
2 Program Eligibility: Each service fee period, you are required to maintain a minimum combined balance of $250,000 in bank deposits (consumer and certain business products*) and eligible investments** held with Santander Investment Services. If you do not maintain the minimum combined balance, we reserve the right to change your Private Client accounts to other applicable product types, for which you may be charged the Monthly Fee. If we do so, we will notify you.
4 Must enroll with Santander Private Client World Debit Mastercard. There is an entry fee of $32 per person per visit for members and guests.
*Eligible business products include Business Checking, Savings, Money Market Savings, and Certificates of Deposit accounts, but exclude the following accounts: IOLTA, Bankruptcy, Brokered Deposits, Controlled Disbursement, Escrow, Government, and Union accounts.
**Eligible investments held with Santander Investment Services do not include the following: Annuities held at Mass Mutual, Allstate, Phoenix, Ohio National; Immediate Annuities or Annuities that have become annuitized; Mutual funds and 529 products not custodied by Pershing LLC; Insurance Products (with the exception of certain annuities held directly with a product sponsor).
This article is intended for informational purposes only. Readers should consult their own financial advisers, attorneys, or other tax advisors regarding any financial or tax strategies mentioned in this article.
Equal Housing Lender. Santander Bank, N.A. is a Member FDIC and a wholly owned subsidiary of Banco Santander, S.A. ©2021 Santander Bank, N.A. All rights reserved. Santander, Santander Bank, and the Flame Logo are trademarks of Banco Santander, S.A. or its subsidiaries in the United States or other countries. All other trademarks are the property of their respective owners.
Securities and advisory services are offered through Santander Investment Services, a division of Santander Securities LLC. Santander Securities LLC is a registered broker-dealer, Member FINRA and SIPC and a Registered Investment Adviser. Insurance is offered through Santander Securities LLC or its affiliates. Santander Investment Services is an affiliate of Santander Bank, N.A.
|INVESTMENT AND INSURANCE PRODUCTS ARE:|
|NOT FDIC INSURED||NOT BANK GUARANTEED||MAY LOSE VALUE|
|NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY||NOT A BANK DEPOSIT|