Business Details
Your Trusted Partner for Comprehensive Banking Solutions
At The Equitable Bank, we are committed to providing secure, reliable, and community-focused financial solutions tailored to meet the needs of our clients. As an FDIC-insured institution backed by the full faith and credit of the U.S. Government, we offer a comprehensive range of personal and business banking services, including checking and savings accounts, mortgage loans, business lending, and investment services. Our local loan officers and in-house expertise ensure personalized support for mortgage processes, while our digital tools like mobile banking, Zelle, and remote deposit capture empower clients to manage finances efficiently.We prioritize financial education through initiatives like our fraud prevention seminars featuring local law enforcement and emphasize environmental responsibility through paperless online banking options. With a legacy of serving our community, we combine traditional values with modern innovation to deliver trusted financial partnerships.
Services
Mortgage Loans
Business Checking
Online Banking
Fraud Prevention Seminars
Health Savings Accounts
Highlights and features
- We are FDIC-insured, ensuring your deposits are protected by the U.S. Government.
- Our local loan officers provide personalized mortgage guidance and proactive problem-solving.
- We offer cutting-edge digital banking tools with no hidden fees for seamless financial management.
- Our fraud prevention seminars equip clients with actionable security knowledge from experts.
- We combine in-house flexibility with community-focused lending to support local growth.
Associations and certifications
- FDIC
Services
Mortgage Loans
We provide tailored mortgage solutions with competitive rates and local expertise. Our in-house loan officers guide clients through every step, from pre-approval to closing. With flexible portfolio loan options and proactive problem-solving, we ensure a smooth homeownership journey for first-time buyers and seasoned investors alike.
Business Banking
Our business banking division offers checking, savings, and money market accounts designed for growing enterprises. Clients benefit from specialized lending options, remote deposit capture, and personalized financial strategies. Our local team understands regional market dynamics, providing actionable insights to help businesses thrive in Whitefish Bay and beyond.
Online Banking
Manage finances securely with our 24/7 online banking platform. Features include bill pay, Zelle transfers, mobile check deposit, and real-time account alerts. We prioritize cybersecurity while reducing environmental impact through paperless statements and digital document management systems for both personal and business clients.
Fraud Prevention
We combat evolving financial threats through proactive education and advanced security measures. Our free seminars, hosted in partnership with local law enforcement, teach practical safety tips. Clients also receive personalized guidance on recognizing scams, protecting account information, and utilizing secure digital banking practices to safeguard their assets.
Investment Services
Our investment solutions help clients build long-term financial security through retirement accounts and tailored portfolios. Certified advisors provide strategic guidance for IRAs and health savings accounts, balancing risk management with growth opportunities. We emphasize transparent communication and align investment strategies with individual goals and timelines.
Questions
How do I apply for a mortgage with The Equitable Bank?
Start by exploring current rates online, then connect with a local loan officer for personalized guidance. Complete our secure application and submit required documents through our encrypted portal.
What digital banking tools are available?
Access 24/7 account management with mobile banking, Zelle transfers, remote deposit capture, bill pay, and real-time transaction alerts through our secure online platform.
Is my money safe with The Equitable Bank?
Yes, we are FDIC-insured (FDIC# 32531), protecting deposits up to $250,000 per account. We employ advanced encryption and multi-factor authentication for digital security.
Do you offer business-specific financial solutions?
We provide commercial checking, savings, lending options, and remote deposit capture tailored to business needs. Our local team offers personalized cash flow management strategies and growth-focused financial planning.
How can I attend the fraud prevention seminar?
Join us at Keller Williams Office in Whitefish Bay on October 28th at 5 PM. Register online to learn practical security tips from financial experts and law enforcement.
What mortgage options do you provide?
We offer conventional, portfolio, and home equity loans with competitive rates. Our local underwriting process allows flexible solutions for unique property types and borrower situations in our service area.
