Private Banking

When an individual or family has achieved an elevated level of success in their financial life, general banking services may no longer be adequate to meet their needs. To preserve, manage, and grow their wealth requires individualized service and innovative solutions. Our Private Banking professionals are dedicated to managing those unique and complex financial requirements with a commitment to superior personal service and support.

In order to be able to devote ample time to meeting your needs, our Private Bankers serve a limited number of clients. Your Private Banker operates as your single point of contact and provides direct access to all Jefferson Bank products and services, whenever and wherever needed. They make banking work with your schedule - bringing the bank to you if necessary - and are highly accessible via your preferred form of communication.

Betsy Baker
Betsy Baker
Senior Vice President, Division Manager
San Antonio (210) 736-7746
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Betsy Baker
Betsy Baker
Senior Vice President, Division Manager
Northeast Banking Center 1777 Northeast Loop 410 San Antonio, TX 78217
Whitney Pigg
Whitney Pigg
Vice President, Private Banking
San Antonio (210) 736-7752
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Whitney Pigg
Whitney Pigg
Vice President, Private Banking
Northeast Banking Center 1777 Northeast Loop 410 San Antonio, TX 78217
Mary Ellen Archer
Mary Ellen Archer
Vice President, Private Banking
San Antonio (210) 736-7845
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Mary Ellen Archer
Mary Ellen Archer
Vice President, Private Banking
Northeast Banking Center 1777 Northeast Loop 410 San Antonio, TX 78217

We understand it sometimes takes a team effort to reach and maintain your goals. At your directions, Private Banking can work with your attorneys, accountants, and insurance and investment providers for a coordinated, comprehensive approach to managing your assets.

With concierge banking services, we will help coordinate any lending needs, mortgages, wealth management, insurance, trusts and estate planning.

More Private Banking Advantages:

  • Specialized account offerings

  • Private Banking Debit Card with increased daily spending limits

  • Private Banking Visa or MasterCard Credit Card for Personal and Business

  • Higher mobile deposit limits using Jefferson Bank App

  • Direct access to a Private Banker to facilitate banking services

  • Banking assistance for family members

  • Notary Services

  • Medallion Stamp

Notices & Disclosures

The information contained herein is for information purposes only, is not designed to address your financial situation or particular needs and does not constitute the rendering of tax or legal advice. You should consult with your tax advisor or attorney for advice pertinent to your personal situation.

Discover our full spectrum of wealth management services, customized to your individual needs, and delivered with the highest level of personal attention and integrity.

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Schedule a meeting with a member of our wealth management team (210) 736-7838. Or simply fill out this online form.

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