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Welcome to First Point Private Banking, a personalized banking service offered exclusively to First Point Wealth Solutions’ clients.

First Point Private Banking is an elevated and differentiated experience offered by First National Bank. Our Private Bankers are dedicated to establishing and maintaining trusted and lasting relationships with their clients. They personally assist clients with their day-to-day banking needs, as well as activities that help clients achieve their goals of building, preserving, or transferring wealth.  

First Point is with you At Every Point

Whatever your life stage or financial situation, you have unique needs. First Point’s Private Bankers can help meet those needs by assisting you navigate the financial complexities of life through one-on-one private consultations and customizing solutions for you. 

Learn more about the Private Banking benefits and qualifications below. 

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Meet Our Private Bankers

Jen Walter

Marcy Nelson

Karen Johnson

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Frequently Asked Questions about Private Banking

    • What are the qualifications for Private Banking?

    • To qualify for First Point Private Banking, clients shall have a primary household checking account relationship with First National Bank, and fulfill any of these scenarios:   

      • $75,000 in average daily relationship deposit balance during your monthly statement cycle (includes personal checking, money market, savings and certificate of deposit accounts owned by you).
      • $150,000 in verifiable annual household income.
      • $300,000 in relationship investable assets (including IRA and non-IRA) with First National Bank or through our affiliate, First Point Wealth Management, owned by you. 

    • What type of primary household checking accounts are available through First National Bank?

    • First National Bank offers three types of Relationship Checking accounts that can reward you for the way you prefer to bank. 

      1. Simple Cash Back
      2. Interest Rewards
      3. Premier 

      Your Private Banker can assist with the opening of your checking account and other accounts you wish to establish with First National Bank.

      Thanks for your interest in Private Banking. 

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