It’s your time.
Make the most
of it.
Schedule an appointment
with First Tech.
We offer a wealth of digital resources and tools to help you complete banking activities without the need of a First Tech Representative. If you need additional assistance, schedule time to meet with us at your convenience. There are two types of appointments to choose from. Once you’ve scheduled an appointment, we’ll send a confirmation email with all the details to help you prepare.
Channels for Assistance
Benefits | Website or Digital Banking | Virtual Appointment | In-Person Appointment |
---|---|---|---|
Learn benefits of membership | See Membership page | Yes | Yes |
General account maintenance | Get it done in Digital Banking | Yes | Yes |
General loan questions | See loans FAQs | Yes | Yes |
Debit or credit card questions | Debit or credit card questions | Yes | Yes |
Digital banking setup or resets | Yes | Yes | |
Discuss fraud concerns | Visit our Security Center | Yes | Yes |
Become a member | Join now online | Yes | Yes |
Apply for credit card, auto loan or personal loan | Log in or join to apply online | Yes | Yes |
Apply for a home loan | Log in or join to apply online | Yes | Yes |
Complete a notary | Yes | ||
Discuss financial goals | Yes | Yes | |
Make deposit or withdraw | Log in to deposit checks with the App | Yes | |
Health Savings Account HSA | Yes | ||
Individual Retirement Accounts (IRA's) | Yes | ||
Educational Savings Account | Yes | ||
Roth Retirement Account | Yes |
Virtual Appointment
Using only the audio on your phone, receive a call on your scheduled date and time from a representative, all from the comfort of your own home. As a First Tech member, you can schedule time to talk about and do a variety of things, including:
- Get help with general account maintenance and support
- Ask general loan questions
- Get your debit or credit card questions answered
- Set up digital banking or reset your digital banking password
- Become a member
- Open an additional savings account, checking account or share certificate
- Apply for credit card, auto loan or personal loan
- Chat about mortgage, insurance and investment options
In-person Appointment
When you need to visit one of our locations, maximize your time by scheduling ahead. We'll be ready to discuss one of the following topics when you come in:
- Learn about the benefits of First Tech membership and join
- Discuss ways to save money and time, or talk about your financial goals
- Make a deposit or withdrawal on your First Tech account(s)
- Open a new account: savings, checking, Instant Access, Fiduciary, IRA, business account and more
- Apply for a credit card, auto loan or personal loan
- Complete a notary