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Private Client is an exclusive service provided by Maps Credit Union and available to those members who actively bank with Maps, consider us to be their primary financial institution, and have significant deposits of $250,000+, either through personal accounts, or with Maps Investment Group.
 

Benefits of Private Client:

A dedicated Private Banker

  • Expedite your financial account needs

  • We do the legwork for you

  • Banking on your schedule: we can come to you or you can visit with us at our office

Preferred accounts

  • Deposit accounts with the highest, exclusive rates Maps offers 

  • Priority loan processing

  • Private Client Premium Money Market with tiered balance, offering the highest rates available at Maps

  • Bonus on CD accounts (does not apply to promotional CDs)

  • Mastercard Debit and World Mastercard with special perks and fees waived

Seamless partnering

  • Concierge Service to any other needs at Maps such as business banking, lending, insurance, or investing

  • We’ll work with your professional team, including attorneys, accountants, investment advisors, and lenders

  • Need a professional service? We'll help connect you with our network of local professionals

Exclusive events and services

  • Invitation only: events and seminars

  • Complimentary services: domestic wires, cashier's checks, notary, stop payments, and more


Have questions or would like to become a Private Client member? Contact us directly or fill out the online form below.

Shalisa-head.jpg   Dawn-head.jpg


Shalisa G. Beck ChFC, CLU, CFP®
Director, Private Client
[email protected]
503-779-1557

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Dawn Wells
Private Client Officer
[email protected]
503-779-1821