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Private Banking

More than ever before, complex financial situations require special attention.  We invest in getting to know you and your unique needs in great detail.  Your dedicated private banker will lead a team of coordinated financial experts, offering comprehensive solutions to meet your needs.

Exceptional service. Preferred solutions.

Whether it’s for you, your family, or your business, our private bankers will serve as your financial concierge, providing responsive service and access to the products and services you need to achieve your personal wealth and business goals.  

Your Private Banker
Experienced, hands-on, local private bankers committed to you and your goals.

Personalized Service
Customized banking services to simplify the daily management of your financial life, while optimizing your goals for the future.

A Dedicated Team
Your private banker is backed by our dedicated team of wealth and financial specialists to help with deposit and cash management services, custom credit solutions, retirement planning, investment management, trust services, business succession planning and more.

Meet the Private Banking Team

Lauren Goeppert, Mechanics Bank Senior Relationship Manager of Private Banking

Lauren Goeppert

Senior Relationship Manager
Private Banking

Office: 415.629.8047
Visit Private Banking Law Firm Group

Hooman Hamzeh, Mechanics Bank Senior Relationship Manager

Hooman Hamzeh

Senior Relationship Manager
Private Banking

Office: 925.507.1975

Darren Peterie, Mechanics Bank Vice President, Relationship Manager

Darren Peterie

Vice President, Relationship Manager
Private Banking

Office: 831.737.1227

Private Banking Solutions For You

With flexible banking solutions, your private banker will help you find the right products and services.

  • Private Client Checking Account 
  • Private Client Money Market Account

Your private banker will lead our team of credit specialists to ensure you have access to customized lending solutions to meet your short-term needs and long-term goals:

  • Residential lending
  • Home equity lines of credit
  • Investment Secured Lines of Credit
  • Personal Lines of Credit
  • Credit Cards

Your private banker will help you leverage your assets to improve liquidity, facilitate asset acquisition, respond to investment opportunities and maximize cash flow:  

  • Trust & Estate services
  • Investment management
  • Retirement planning
  • Specialty asset management

Private Banking Solutions For Your Business

Whether you're focused on growth, transition or simply meeting today's needs of your clients, we have the right deposit, cash management and credit solutions for you and your business.

  • Checking and money market accounts
  • Business online and mobile banking
  • Access to expanded FDIC coverage for large deposit balances
  • Treasury Management solutions
  • Business expansion and acquisition
  • Working capital and operating lines of credit
  • Commercial real estate and development
  • Multi-family housing
  • Business succession planning
  • Employee benefit plans
  • Specialty asset management
  • Cash management

Ready to learn more about Private Banking?

Send us an email with your contact info and we’ll be in touch right away.