Union Bank began offering Priority Banking to its customers in 1975.
The number of clients using the program has grown steadily in recent years, and the bank will continue to expand the program by opening more units.
Priority Bankers are specially trained to service the bank’s clients who maintain a minimum of $100,000 on deposit in any combination of personal and business banking, investment, or retirement accounts.
Priority Bankers also help small business owners integrate their personal and business finances into a comprehensive plan to maximize returns, as well as assist them with such issues as succession planning.
Led by Branch Manager Jason Bennett, Union Bank’s Priority Banking office in Laguna Beach is at 229 Broadway.
For more information, visit www.unionbank.com.
Consultant launches business website
Mitch Rosenberg says he is not the kind of organizational expert who asks to borrow your watch, and then tells you what time it is.
“Most consultants will tell you what they think you want to hear. I tell you what I think you need to hear,” said Laguna Beach-based Rosenberg, founder of the new website Workplace Confidential.
With three decades of experience as a chief executive and an executive coach, Rosenberg founded Workplace Confidential to address business management issues generated by unprecedented and rapid changes in both the economy and the workplace.
“There is a fundamental change going on in organizations today. In order to be best in class, we must maximize our most important organizational asset, our people,” Rosenberg said.
