Services

FINANCIAL CONSULTING

Coopmontajz aims to be one of the top “go-to” Financial services institutions globally. Clients expect an in-depth knowledge of how to help them operate more efficiently. Our top level executives have assisted organizations around the world, future proof, their businesses. Working with us, clients will be able to control and manage the pace of change by:

Eliminating technological complexity with integrated front- to back-office solutions that can handle critical functionality.
Driving transformational change in operational workflow.
Simplifying the management of complex instruments and strategies.
Reducing risk with robust data and information security.

By sitting at the center of the financial industry—where people, technology and insights connect—Coopmontajz understands the challenges you’ll face, and will work with you every day to develop the solutions you need to address and capitalize on them, today and in the future.

We work with our clients to better understand their assets and what they want those assets to do for them in the future. For example, if a client wants to save for retirement, but isn’t sure how, a financial consultant can recommend the type of retirement account to use, suggest specific investments and answer questions about how much to save.

Join Coopmontajz and receive a collaborative and rewarding environment with everyone working towards a common goal – to be prepared for what’s next.

PRODUCTS and SERVICES

Members have access to the following resources:

Member Account

Account Statements

ATM/Debit Cards

Mobile Banking App

View My Statements

Make A Loan Payment

Pay Mastercard

Report Lost Card

Calculate Your Loan Payment

CardValet on App Store/Google Play

TOOLS and RESOURCES

FORMS and DISCLOSURES

FORMS:

ACH Stop Payment Request

Debit Card Travel Request

Payroll Net Check Authorization Form

Automatic Transfer Form

Bill Of Sale Form

Skip-A-Payment Request

Furlough Loan Agreement

Payroll Conversion Authorization

Christmas Skip-A-Payment Form

DISCLOSURES:

Member Service Agreement / Disclosure

Updated Changes to Membership Agreement Disclosure

Electronic Funds Transfer Disclosure

Funds Availability Disclosure

Rate & Fee Disclosure and Truth in Savings Disclosure

Your Federally Insured Funds Information

Overdraft Courtesy Protection Opt In Authorization

Your Responsibilities for NSF and Overdrafts

Remote Deposit Disclosure and Terms

PRIVATE WEALTH MANAGEMENT

Our focus is Wealth Management for the Ultra High-Net-Worth audience. We endeavor to maintain a commitment to the fundamental principles of advisory interactions, such as safety and quality of advice, an in depth knowledge of the fast-changing, technological environment and a personal touch with our members. Currently, the importance of quality information is even more fundamental to the wealthiest investors.

Recently, there has been an acceleration of the wealth management trends that have been playing out over the last few years. Because of the global pandemic, there’s an enormous focus on improving client engagement models in the face of a completely remote client base. We intend to turn the digital future into a digital reality, utilizing the most secure and up-to-date banking technology.