Benchmark is With you for Life!

multi-generational family

We understand that people's financial needs change as they go through life. A young person just starting out in a career and setting up a household for the first time will likely not be interested in exactly the same banking products and services as a retired couple, for example.

Our approach to developing and offering banking products and services keeps this in mind. Find out more about the Benchmark for Life concept in the quick-read article below. You may also want to view the Benchmark for Life video:

Most banks offer a variety of financial products and services and let customers "shop" for the ones that seem most beneficial to them. There's certainly nothing wrong with that! Benchmark, however, is just a little different in its approach.

Benchmark believes people often need and can benefit from a little extra assistance and/or guidance in choosing even basic financial products and services. We also believe in designing certain financial products and services specifically for various age groups. And we believe in providing educational material that can help folks learn about different financial options and strategies.

father helping son with homework

At Benchmark, we pride ourselves in serving customers "for life." For starters, this means providing them with products, services and programs appropriate for each stage of their lives.

Beginning at an early age, young people can take advantage of a program that helps them develop a strong foundation in financial management. As they get older, they are transitioned into a program that helps build confidence in making important financial decisions. This continues into adulthood and through the various phases – college, new career, marriage, new family, retirement planning, etc. – that the path of life usually follows.

grandmother with grandkids

But what about those who come to Benchmark in mid-life? Our bank certainly welcomes many adults seeking new checking accounts, savings plans, mortgages, and other loans.

Instead of presenting these people with "options," we take the time to find out why they are opening a new account or seeking a new loan, how it will be used, and what the person's account management preferences are. In other words, we seek to fill a need rather than "sell" something. We want to help each customer find the products and services that best fit their situation and lifestyle.

Our staff members also reach out to people who are approaching certain milestones in their life. For those getting married, moving into the area, or becoming new parents, special information/gift packets are available for the asking.

four happy women walking

On the education side, and to help when those difficult financial questions come up in life, we host an online financial wellness center called "MoneySmart by Banzai" on our website. The site is a comprehensive online library of information addressing the myriad of financial situations that the average person must deal with throughout life. Unlike seeking answers on the internet in general, all the information on this site has been vetted, and is both reliable and thorough.

So when you hear or see the phrase "With you for Life" along with the Benchmark name, you'll know exactly what we mean. We're with you all the way and in every respect as you travel through all the ages and stages of life!

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