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FDIC-insured. Backed by the full faith and credit of the U.S. Government.
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Welcome to First Point Private Banking

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Exclusively for Qualified First National Bank Clients

First Point Private Banking offers a personalized, elevated banking experience designed to help you build, preserve, and transfer wealth. Our dedicated Private Bankers form lasting relationships and serve as your central point of contact for all your financial needs.

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 At Every Point of Your Financial Journey

At every stage of your financial journey, your aspirations deserve a personalized approach. Our First Point Private Banking Team is here to support your unique goals.

Concierge Service

Concierge Service

Enjoy a banking concierge who understands your financial priorities and simplifies your day-to-day banking.
Team Approach

Team Approach

Your Private Banker connects you with a team of experts—from personal and business banking to financial planning and estate administration.
Banking Services

Special Banking Services

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Receive a complimentary, customized package of banking services.

Educational Opportunities

Educational Opportunities

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Access exclusive financial education experiences to make informed decisions.
Travel

Travel and Social Events

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Join us for exclusive domestic and international travel escapes, social gatherings, and discounted local performances.

Qualifications

To qualify for First Point Private Banking, clients must have a primary household checking account with First National Bank and meet one of the following:

  • $75,000 average daily deposit balance (Includes checking, savings, money market, IRAs, and CDs)
  • $150,000 annual household income
  • $300,000 in investable assets with First Point Wealth Management or Financial Management & Trust Services

Additional Resources

    • What are the qualifications for Private Banking?

    • To qualify for First Point Private Banking, clients shall have a primary household checking account relationship with First National Bank, and fulfill any of these scenarios:   

      • $75,000 in average daily relationship deposit balance during your monthly statement cycle (includes personal checking, money market, savings and certificate of deposit accounts owned by you).
      • $150,000 in verifiable annual household income.
      • $300,000 in relationship investable assets (including IRA and non-IRA) with First National Bank or through our affiliate, First Point Wealth Management, owned by you. 

    • What type of primary household checking accounts are available through First National Bank?

    • First National Bank offers three types of Relationship Checking accounts that can reward you for the way you prefer to bank. 

      1. Simple Cash Back
      2. Interest Rewards
      3. Premier 

      Your Private Banker can assist with the opening of your checking account and other accounts you wish to establish with First National Bank.

      Thanks for your interest in Private Banking. 

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