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Private Banking Money Management

VIP service to simplify your busy life.

A single point of contact.  A team of talented professionals.

At Civista Bank, we understand the time constraints and unique needs of busy professionals, executives, entrepreneurs and high-net-worth individuals. Often your financial needs require more attention than you can give.

Civista Private Banking offers a single point of contact to help simplify your day-to-day banking needs and address more complex personal and business matters with our talented team of lending and wealth management professionals.

Premier deposit accounts and money management services.

Civista Private Banking clients have access to exclusive features, benefits and relationship-based pricing.

Private Banking Checking is designed to manage everyday expenses, while our Private Banking Money Market Investment Account offers competitive rates and convenient access to excess cash.

More convenience, flexibility and control.

From a personal line of credit for overdraft protection¹ to more perks with your Civista World Debit Mastercard®, you’ll find security features and mobile app convenience available for banking anytime, anywhere.  

Civista's Private Banking services help manage everyday cash flow and bill payments with ease.

A personal assistant for your finances.

As a Civista Private Banking client, your private banker will meet with you regularly, get to know you and your financial goals, and is as close as a phone call or text.

Collaborating with key partners.

We stay connected to your CPA, lawyer and other valued advisors, working on your behalf for one common goal…your success.



























Dedicated to your success. 


Custom Credit and Wealth Management Strategies

As a Civista Private Client you have access to exclusive benefits and relationship-pricing for financing purchases, optimizing cash flow or preserving personal liquidity. Contact your private banker to discuss your borrowing needs. Learn more about our private banking lending programs

A complimentary investment portfolio review is also available for Civista Private Banking clients. Learn more about investment portfolio management and financial planning services available through our Civista Wealth Management group.






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DIGITAL WALLET
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MOBILE BANKING 
¹Subject to credit approval.