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Personal Branding Booklet
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The Advantage of Personal Banking
Put your money where your life is.
Yes, the best things in life are free.
We’re here to help with the things that aren’t.
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calbanktrust.com
Personal Banking
Life takes money. And requires someone who can help you save it, manage it and grow it.
Welcome to California Bank & Trust (CB&T). For more than 60 years, we’ve been helping Californians take their hard-earned money and put it to work for the life they want to live. We’ve done it by collaborating on how to best achieve their goals, by customizing their banking solutions, and by providing direct access to decision makers to implement the solutions. Our relationship-based banking, combined with the financial resources afforded to us as part of Zions Bancorporation, makes CB&T uniquely capable of helping you enjoy all the best things in life.
Free or otherwise.
Life seldom goes as planned. That’s why you need a plan.
You want solutions to come at you as fast as life does.
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calbanktrust.com
Families grow. Homes need remodeling. Kids grow up. College education needs funding. Retirement happens. Suffice to say, throughout life, opportunities will knock and responsibilities will grow. Some things you’ll see coming. Some you won’t. So it’s best to be prepared for both. That’s where your CB&T professional banker comes in. Time and time again. Helping you find and apply for the financing and loan products that will work for you. Guiding you through all the ways to best save and grow your money. If your life involves running a business as well as a family, we have a complete array of business banking products and services we can customize to your specific needs.
So you’re ready, no matter what life throws at you.
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Banking can be intimidating. Or empowering. Guess which one we are.
Dealing with all the complexities that come with financial planning is understandably daunting. So many things to consider, evaluate and, ultimately, decide. We’re here to help make the daunting doable and bring clarity to any confusion by matching your individual needs with an array of financial products and services. Leaving you prepared for the future you have planned.
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calbanktrust.com
We’re not here to sell. We’re here to help.
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You work hard for your money. Now it’s our turn.
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calbanktrust.com
Finally, a relationship where it really is all about you.
Considering how hard you work for every dollar you earn, why be complacent once you have it? Why not, instead, get seasoned guidance from the professionals at CB&T? Together, we’ll get your money to start working for you as hard as you work for it. You’ll know how much to save and where to best save it. You’ll know which accounts you need and which ones work best for helping you achieve your goals. And you’ll know where every single dollar is going. And why. Then, as those dollars accumulate and your wealth grows, you can grow your relationship with CB&T to include wealth management products and services.
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Welcome to the bank of your future.
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calbanktrust.com
The future is a wonderful thing. Near or distant, you have a role in shaping it. And fulfilling all your hopes for it. You also have the opportunity—and responsibility—to prepare for it.
We’re here to help you, through thoughtful collaboration, in any and all ways we can. The sooner we get started, the better. And the brighter your future becomes.
Checking, Savings & Money Market Checking Accounts Savings Accounts
Loans & Lines of Credit 2 Credit Cards Mortgage Loans Residential Construction and Permanent Loans Home Equity Lines of Credit Auto, Boat and RV Loans Personal Loans and Lines of Credit Specialty Banking 1031 Exchange Services
Money Market Accounts Certificates of Deposit Individual Retirement Accounts
Mobile & Online Banking Mobile Banking 1 Mobile Check Deposit 1
Foreign Exchange Services Premier Wealth Management
Online Banking Digital Payments
1 Requires enrollment in online banking. Fees from your wireless provider may apply. 2 Loans are subject to credit approval. Terms and conditions apply.
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It doesn’t have to end here.
Call, visit our website or come in and speak to a professional banker today.
(800) 355-0512
calbanktrust.com Come in
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