Tailored Services

You're a successful professional or affluent individual. So you have unique financial needs and concerns. But you don't have a lot of time. Our private banking service provides you with a relationship manager who works with you to meet your requirements. We are experienced in the financial operations of professional firms and know the needs of executives and successful individuals. In other words, we do the legwork for you.

Oak Bank offers a complete line of depository and lending services to meet your needs. Our Private Banker works with you to make your banking experience convenient, efficient, comprehensive, and confidential. We provide you with services from checking to mortgage loans to sweep accounts. Our Private Banker does whatever it takes to meet your banking needs.

Oak Bank Private Banking Services:

• Checking, money market, and savings accounts
• Certificates of deposit
• Individual Retirement Accounts
• Online banking
• Online bill payment services
• Mortgage loans
• Construction financing
• Home equity loans and lines of credit
• Personal loans

Other traditional services available:

• Credit cards
• Safe deposit boxes
• ATM and debit cards
• Cashiers checks
• Travelers checks
• Foreign currency

If you would like to begin a financial partnership that will exceed your expectations, call your Private Banker Jim McNulty at (608) 250-5525 or contact us.