With all of these experts working
together on your behalf, you can expect
nothing less than banking at its very best
at Sterling.
Private Banking relationships include:
! A Private Banking Checking Account,
our most exclusive checking account,
which features our best banking
amenities.
! Private Banking Savings, which pays
our highest tiered rates.
! A holistic approach to service,
delivered under the attentive
supervision of your Private Banker.
Private Banking is designed to bring our most valued clients
the very best that Sterling has to offer. With dedicated
accounts, exclusive amenities and unique privileges,
our Private Banking clients enjoy banking that is more
productive and satisfying than ever before.
As a Private Banking client, all of Sterling’s
services, capabilities and expertise will continue
to be delivered to you through your dedicated
commercial banking team, which will include
your Sterling Private Banker. You can rely
! Regular financial reviews to provide
consistent monitoring of your finances.
! Desk-side service in our financial
centers, which allows you to avoid
bank lines and gain immediate
personal assistance.
Private Wealth Services
The Ameriprise financial advisors
affiliated with Sterling Private
Wealth Services can help you build a
comprehensive action plan for your
financial future – one that leverages
the potential of today’s markets and
provides strategies to help you:
! Reduce or defer your current
income tax payments
! Prepare for retirement
! Plan with a focus on long‑term
growth potential
! Work to increase current cash flow
! Open a college fund
! Preserve your estate for y our heirs
A full spectrum of products and
services is made available to you
through our relationship with
Ameriprise Financial, a global
financial leader.
! Dedicated call-center phone
access, reserved exclusively for
Private Banking clients.
on your Private Banker for expert guidance
as well as assistance with your day-today banking tasks across your entire
relationship, including your business and
Your gateway to
exclusive services
and opportunities.
personal banking, to ensure all aspects of
your finances work together seamlessly.
Depending upon your needs and
preferences, your Private Banker may also
call in Sterling specialists in consumer
or commercial credit or mortgage, or a
representative of Sterling Private Wealth
Services to assist in portfolio management,
financial planning and other investmentrelated tasks.
! An available Personal Line of Credit
with a line amount and rate structure
tailored to your unique needs and
resources.*
! Highly customized lending
opportunities and pricing to assist in a
personal home purchase or refinance
and vehicles.
Private Banking is not for everyone. But
if you feel our services may be the right
solution for you, feel free to discuss the
possibility with your Sterling banker or
Wealth Services advisor.
* Subject to underwriting guidelines and credit approval.
Investment advisory products and services are made
available through Ameriprise Financial Services, Inc.,
a registered investment adviser. Ameriprise Financial
and its representatives do not offer tax or legal
advice. Consult with a tax advisor or attorney.
Ameriprise Financial Services, Inc. Member FINRA
and SIPC.
Not FDIC
Not Bank
Insured
Guaranteed
Not Insured by Any Federal
Government Agency
May Lose
Value
Not a Bank
Deposit
Sterling National Bank and Sterling Private Wealth
Services are not registered broker/dealers and are
not affiliated with Ameriprise Financial Services, Inc.