Personalized Service, Exceptional Benefits.

Personalized service drives Amerant Preferred Banking. The relationships Amerant Preferred customers enjoy with our Relationship Managers go beyond being merely personal — they rise to the level of collaborative partnerships.

Our Relationship Managers create financial strategies based on each client’s goals - and devise a plan of action based on joint discussion and mutual decision-making. They bring the same level of sensitivity and consideration to each customer’s money matters as they do to their own.

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The Preferred Way.

Everyone’s needs and goals are different. Preferred Relationship Managers get to know their clients.

It’s a process that starts with learning about each individual and family: career trajectories, investment philosophies, educational goals for children, and upcoming or ongoing eldercare among many other variables. After all, personal banking without deep understanding is a hollow promise.

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Why Amerant Preferred?

1.

Partnerships Create Power.

Amerant understands that the most powerful relationships are partnerships. Preferred Banking is personal, collaborative, and mutually respectful.

2.

Leadership Yields Opportunity.

Preferred Banking is more than just thoughtful caretaking — it’s a proactive approach to growing wealth.

3.

Innovation Delivers Results.

Innovation is part of Amerant’s DNA — our Relationship Managers possess an entrepreneurial spirit and naturally think outside the box.

4.

Expertise Means Reliability.

Amerant provides Preferred Banking customers with a team of Relationship Managers who work together to ensure that every financial question is expertly addressed.

5.

Technology Elevates Service.

Amerant’s easy-to-use online tools serve as convenient online extensions of the high-touch personal service Preferred Banking is based upon.

6.

Simplicity Equals Wholeness.

Preferred Banking looks past the walls that separate business and personal accounts and takes a whole-person approach to serving its customers.
Requirements
  • To be part of Amerant Preferred banking, you must have an active Amerant Relationship Interest Checking and Relationship Money Market accounts and maintain a three-month average balance of at least $250,000 in combined qualifying deposit, investment products1, and trust accounts. Click here to get more information about the Relationship Interest Checking and Relationship Money Market accounts.
  • Amerant Preferred banking is offered to domestic personal customers only2.
  • Enrollment3 is required. New and existing accounts qualify.
Benefits
  • Access to a dedicated Relationship Manager to assist with ANY financial service need (deposit, investments, trust, and loans).
  • Enjoy the freedom to use any ATM anywhere in the world without a fee.
  • If you need to replace your debit card, we’ll get a new one to you using rush service at no charge.
  • Checks are always free when requested through your Relationship Manager.
  • Never pay a fee on incoming wire transfers4.
  • We’ll waive the fee for mailing you a monthly statement if paper is your preference.
  • Benefit from a 0.25% discount on Home Equity Line of Credit, Personal Loan or Personal Lines of Credit5.
  • The annual fee on your Home Equity Line of Credit (HELOC) will be waived.
  • Free Annual Financial Planning Session.
  • No Annual Maintenance Fee for Investment Accounts1.
  • Free Basic Estate Planning Package.
  • Relationship Rewards, we reward your relationship with us with up to $500 a year6. For more details click here.
FAQ

Amerant Preferred banking is a better way of banking. It is designed to meet the needs of our more sophisticated customers who desire a meaningful personal relationship with a dedicated Relationship Manager whose proactive approach provides opportunities for growth.

With Preferred, you have access to a dedicated Relationship Manager to assist you with any financial service need (banking, investments, trust and loans). You will have complimentary financial, estate planning, and a bundle of banking services provided at discounted fees or no charge.

A Preferred relationship starts with an active Relationship Interest Checking and Relationship Money Market accounts and maintain a three-month average balance of at least $250,000 in combined qualifying deposits, investments products and trust accounts.

There is no monthly service fee for Preferred banking.

Click here to schedule an appointment with one of our Relationship Managers.

Important Legal Disclosures and Information