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Private Banking

In addition to our Financial Services team, customers who establish Kleberg Bank as their primary bank across their financial needs receive a personal Relationship Manager. Your Relationship Manager is a carefully chosen professional selected for their integrity, experience, and ability to provide straightforward solutions to your particular wants and needs. With our Private Banking team, you receive performance beyond expectations.

Platinum Premier Client

  • Assigned a Relationship Manager
  • Checking account with a premium interest rate
  • Money market account with a premium interest rate
  • Free bump-rate CDs
  • Custom POS limit increases
  • ATM rebates
  • Personalized checks
  • Online banking
  • Efficient mortgage/home equity loan process
  • Access to Commercial Loan Officer

Asset Manager Premier Client

  • Assigned a Relationship Manager
  • Checking account with a premium interest rate
  • Bank-initiated bill pay
  • Intrabank/interbank transfers
  • Kleberg Financial Sweep Account
  • Tax processing services
  • Estate/trust distributions
  • Wire transfers

Private Banking Team

  • Wilma Allen

    Vice President/Private Banking

    (361) 595-2914

  • Carla Mohr

    Asst. Vice President/Private Banking Officer

    (361) 595-2278