The Private Bank at Bank of Oklahoma, N.A.
Banking Services
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One-on One Banking
Your financial needs and goals are as unique as you are. With our wide range of deposit, credit and cash-management services, we can help you reach your possibilities. It all begins with a one-on-one relationship with your Private Banking officer, who will make recommendations based on many years of experience to build the right plan for you.
Flexible Deposit Options
We offer a full range of deposit and investment products and services, each of which can be tailored to fit your needs. Options include:
- Private Label Checking. Combining the high rate of a money-market fund with the convenience of a checking accounts, Private Label Checking was created exclusively for high net worth individuals who need more sophisticated banking services to help manage their wealth.
- Certificates of Deposit. Earn competitive interest rates with a broad range of maturities to allow your money to grow.
- Comprehensive Online Tools. Our electronic banking services are designed to let you access and manage your money at your convenience.
- 24/7/365 Customer Service. Not only is you Private Banker always at your disposal, you also have year-round access to specifically trained decision makers at our ExpressBank.
Customized Credit Options
We offer flexible credit options with terms that meet your requirements, such as:
- Personal Loans and Lines of Credit at comptetitive rates
- Home equity Lines of Credit that can provide additional financial power and tax benefits
- Mortgages on primary and vacation homes
- Stock Option Financing for purchase of company stock
Cash Management Services
A variety of corporate services are also available for your business, including:
- Business Checking
- Management of Working Capital
- Automatic Cash Sweep Accounts
- Commercial Loans
- Professional Practice Lines of Credit, Equipment and Real Estate Financing
- Corporate VisaŽ
- Business Insurance Services
- International Financial Services
To discuss all available products and services of The Private Bank at Bank of Oklahoma, please contact one of the following designated UPAL Private Banking Officers:
| Greg P. Lee | Danny R. Daniels |
| Vice President and Private Banking Officer | Vice President and Private Banking Officer |
| 918.293.7579 | 918.293.7576 |
| greg.lee@bokf.com | ddaniels@bokf.com |
| Jane A. Matulis | |
| Vice President and Private Banking Officer | |
| 918.293.7581 | |
| jmatulis@bokf.com |