Stephanie brings over 13 years of banking experience to the Private Bank Team. She joined Valliance in May of 2019. Prior to Valliance, Stephanie served as a Private Banker at CrossFirst Bank in Oklahoma City, where she specialized in serving healthcare executives, professionals, and business owners.
She is currently a member of the Commercial Real Estate Council, active with Dealing for Dreams a Make a Wish Foundation event, and the YWCA.
Samantha joined Valliance Bank in November of 2018 as a credit analyst. She moved into her current role with the Private Bank at Valliance in early May of 2020. She has over 5 years of banking experience and graduated from the University of Oklahoma with a Bachelor of Administration in Finance.
She is an officer with the Oklahoma City Toastmasters and is an avid volunteer with the bank.
Kellee Joined the Private Bank at Valliance in September of 2019. She graduated from Oklahoma State University in 2012 with a Bachelor of Science in Human Services with a degree in Apparel Merchandising.
She is a member of the Infant Crisis Services Young Professionals board and is the recruitment advisor for Gamma Phi Beta at Oklahoma State.
The Private Bank at Valliance is designed to serve the businesses and families of busy professionals such as yourself. We understand the unique circumstances clients face at each stage of their careers and family life, providing solutions specific to those needs. Private Bank clients enjoy personalized attention from their dedicated Private Banker.
Clients of the Private Bank receive personally tailored products and services exclusive to the Private Bank. These include:
Our dental clients enjoy streamlined banking operations to keep their office running smoothly. Whether that’s with a Line of Credit, Capital Funding, Medical Lockbox, or HIPPA Compliant Card Processing. We make it convenient to care for your patients and your practice.
The Private Bank at Valliance is perfect for me. All of our accounts are there and I can’t remember the last time I had to go to the bank – the bank always comes to me. I am spoiled by the personal service. One time I wasn’t able to get to the bank prior to a trip to get cash on hand. They brought the cash I needed to my house early the next morning. That’s not just banking; that’s Private Banking at Valliance
Preparing and understanding client cases is time consuming and often complex, which is why we offer our attorney and law firm customers the custom products and services they need to focus on their practice. With convenient Premiere IOLTA accounts, ICS-FDIC Insurance coverage options over $250,000, and a user friendly online cash management tool you’re able to stay on top of your business.
“The Private Bank at Valliance has been a great partner for my business. The staff have tremendous experience dealing with law firms and it is incredibly helpful to have a banker who understands my business. Valliance has worked to integrate our offices finances and streamline deposits, payments, payroll taxes and a host of issues that a growing business faces. Valliance to me is more than a bank. They are a trusted partner, a provider of business advice and friend.”
