RM Toolkit – Heritage Bank

Builder Banking Flyer

page | PDF

12/20/2024

Builder Banking Flyer

SSBCI flyer

2 page | PDF

12/19/2024

SSBCI flyer

New Business Accounts Checklist

3 page | PDF

10/17/2024

New Business Accounts Checklist

Important Contact Information

1 page | PDF

10/17/2024

Important Contact Information

Trigger Lead Notice

1 page | PDF

10/15/2024

Trigger Lead Notice

ICS/CDARS Oregon

2 page | PDF

10/10/2024

ICS/CDARS Oregon

ICS/CDARS Idaho

3 page | PDF

10/10/2024

ICS/CDARS Idaho

ICS/CDARS Washington

2 page | PDF

10/10/2024

ICS/CDARS Washington

ICS/CDARS Overview

2 page | PDF

10/10/2024

ICS/CDARS Overview

Banking Business magazine October 2024

page | PDF

10/10/2024

Banking Business magazine October 2024

Which Loan is Right for You?

1 page | PDF

10/10/2024

Which Loan is Right for You?

Treasury Management Services

2 page | PDF

08/21/2024

Treasury Management Services

How to Read Your Analysis Account Statement

2 page | PDF

08/15/2024

How to Read Your Analysis Account Statement

Strength of Heritage Welcome Brochure – August 2024

2 page | PDF

07/25/2024

Strength of Heritage Welcome Brochure – August 2024

HBCDE overview

2 page | PDF

07/23/2024

HBCDE overview

SSBCI Informational Session Email Template

page | PDF

06/14/2024

SSBCI Informational Session Email Template

Banking Business magazine Q2 2024 (June)

page | PDF

05/31/2024

Banking Business magazine Q2 2024 (June)

Owner Occupied Commercial Real Estate flyer

1 page | PDF

05/29/2024

Owner Occupied Commercial Real Estate flyer

Banker Intro Pages tool

page | PDF

05/09/2024

Banker Intro Pages tool

2023 Community Impact Report

20 page | PDF

03/14/2024

2023 Community Impact Report

Elavon Meet or Beat Offer

1 page | PDF

02/22/2024

Elavon Meet or Beat Offer

Welcome Brochure

2 page | PDF

02/12/2024

Welcome Brochure

Banking Business Q1 2024 (January)

page | PDF

01/03/2024

Banking Business Q1 2024 (January)

Elan One Card Brochure

4 page | PDF

12/07/2023

Elan One Card Brochure

Elan Financial Services Access® Online Card Management Overview

2 page | PDF

12/07/2023

Elan Financial Services Access® Online Card Management Overview

Elan One Card Benefits Overview

1 page | PDF

12/07/2023

Elan One Card Benefits Overview

Elan One Card Overview

3 page | PDF

12/07/2023

Elan One Card Overview

Elan One Card Travel Benefits Overview

3 page | PDF

12/07/2023

Elan One Card Travel Benefits Overview

Elan Easy Pay Virtual Credit Cards Overview

2 page | PDF

12/07/2023

Elan Easy Pay Virtual Credit Cards Overview

Elan Financial Services Virtual Pay Overview

3 page | PDF

12/07/2023

Elan Financial Services Virtual Pay Overview

Elan One Card Commercial Rewards Overview

2 page | PDF

12/07/2023

Elan One Card Commercial Rewards Overview

Eugene Intro Flyer

1 page | PDF

11/16/2023

Eugene Intro Flyer

Banking Business Q4 2023 (October)

28 page | PDF

10/02/2023

Banking Business Q4 2023 (October)

Elavon Nonprofit Solutions Overview

2 page | PDF

08/25/2023

Elavon Nonprofit Solutions Overview

Elavon Converge for Nonprofits

2 page | PDF

08/25/2023

Elavon Converge for Nonprofits

5 Reasons to Accept Non-Cash Payments – Elavon

page | PDF

07/14/2023

5 Reasons to Accept Non-Cash Payments – Elavon

Banking Business Q3 2023 (July)

28 page | PDF

07/04/2023

Banking Business Q3 2023 (July)

KBRA Publishes and Affirms Ratings for Heritage Financial Corporation

2 page | PDF

05/31/2023

KBRA Publishes and Affirms Ratings for Heritage Financial Corporation

KBRA Heritage Financial Corporation Surveillance Report

1 page | PDF

05/31/2023

KBRA Heritage Financial Corporation Surveillance Report

Boise Intro Flyer

1 page | PDF

05/17/2023

Boise Intro Flyer

Banking Business Q2 2023 (Issue 9)

28 page | PDF

04/10/2023

Banking Business Q2 2023 (Issue 9)

Transitioning your banking relationship flyer

1 page | PDF

02/21/2023

Transitioning your banking relationship flyer

Heritage Bank Switch Offer – 3 months

1 page | PDF

02/06/2023

Heritage Bank Switch Offer – 3 months

Banking Business Q1 2023

1 page | PDF

01/12/2023

Banking Business Q1 2023

Heritage Business Express

1 page | PDF

12/22/2022

Heritage Business Express

Nonprofit Banking Package flyer

1 page | PDF

12/08/2022

Nonprofit Banking Package flyer

Elavon overview-SMB

2 page | PDF

11/15/2022

Elavon overview-SMB

Elavon Overview-Enterprise

2 page | PDF

11/15/2022

Elavon Overview-Enterprise

Banking Business Q4 2022 (Issue 7)

28 page | PDF

10/04/2022

Banking Business Q4 2022 (Issue 7)

5 Retirement Mistakes Small Business Owners Make – Wealth Strategies

8 page | PDF

08/12/2022

5 Retirement Mistakes Small Business Owners Make – Wealth Strategies

BaZing Merchant Network participation overview

1 page | PDF

08/08/2022

BaZing Merchant Network participation overview

Beneficial Ownership Requirements Overview flyer

1 page | PDF

08/05/2022

Beneficial Ownership Requirements Overview flyer

Banking Business Q3 2022 (Issue 6)

page | PDF

07/21/2022

Banking Business Q3 2022 (Issue 6)

Mobile Deposit flyer

1 page | PDF

06/07/2022

Mobile Deposit flyer

Setting Up Alerts in Heritage Direct flyer

1 page | PDF

06/07/2022

Setting Up Alerts in Heritage Direct flyer

Heritage Direct Fraud Mitigation Tools flyer

1 page | PDF

06/07/2022

Heritage Direct Fraud Mitigation Tools flyer

I’ve Joined Heritage Bank (LinkedIn post graphic)

1 page | PDF

05/18/2022

I’ve Joined Heritage Bank (LinkedIn post graphic)

Banking Business Q2 2022 (Issue 5)

24 page | PDF

04/10/2022

Banking Business Q2 2022 (Issue 5)

Professional Financing – Multi-family Property Financing

page | PDF

04/04/2022

Professional Financing – Multi-family Property Financing

Professional Financing – Industrial Property Financing Overview

1 page | PDF

04/04/2022

Professional Financing – Industrial Property Financing Overview

SBA Loan Program – CUSTOMIZABLE

1 page | PDF

04/04/2022

SBA Loan Program – CUSTOMIZABLE

Professional Financing – Mini-Storage Facility Financing Overview

1 page | PDF

02/17/2022

Professional Financing – Mini-Storage Facility Financing Overview

Practice Transition help brochure

4 page | PDF

02/04/2022

Practice Transition help brochure

Same Day ACH overview

1 page | PDF

02/04/2022

Same Day ACH overview

Banking Business Q1 2022 (Issue 4)

20 page | PDF

01/10/2022

Banking Business Q1 2022 (Issue 4)

Business Checking Accounts

1 page | PDF

01/03/2022

Business Checking Accounts

HBCDE Customer Presentation

page | PDF

11/17/2021

HBCDE Customer Presentation

How-to: Add a live link to a pdf in Acrobat

2 page | PDF

10/22/2021

How-to: Add a live link to a pdf in Acrobat

Banking Business Q4 2021 (Issue 3)

page | PDF

09/30/2021

Banking Business Q4 2021 (Issue 3)

LinkedIn Background Photos

page | PDF

09/03/2021

LinkedIn Background Photos

Virtual Meeting Backgrounds (set of 3)

page | PDF

07/29/2021

Virtual Meeting Backgrounds (set of 3)

Professional Financing – Equipment Financing

1 page | PDF

07/21/2021

Professional Financing – Equipment Financing

Business Services Proposal

page | PDF

07/15/2021

Business Services Proposal

Business Services Introduction

page | PDF

07/15/2021

Business Services Introduction

Implementation Kickoff Meeting

page | PDF

07/15/2021

Implementation Kickoff Meeting

Banking Business Q3 2021 (Issue 2)

1 page | PDF

07/01/2021

Banking Business Q3 2021 (Issue 2)

Heritage Direct – customizable

1 page | PDF

05/06/2021

Heritage Direct – customizable

Remote Deposit Capture

1 page | PDF

04/02/2021

Remote Deposit Capture

Banking Business Q2 2021 (Issue 1)

0 page | PDF

03/29/2021

Banking Business Q2 2021 (Issue 1)

Professional Financing – Veterinary Financing Overview

1 page | PDF

03/03/2021

Professional Financing – Veterinary Financing Overview

Professional Financing – Nonprofit Financing Overview

1 page | PDF

03/02/2021

Professional Financing – Nonprofit Financing Overview

Professional Financing – Medical Financing Overview

1 page | PDF

03/02/2021

Professional Financing – Medical Financing Overview

Professional Financing – Dental Financing Overview

1 page | PDF

03/02/2021

Professional Financing – Dental Financing Overview

Construction timeline help brochure

4 page | PDF

03/01/2021

Construction timeline help brochure

Steps to Protect Your Identity

1 page | PDF

02/12/2021

Steps to Protect Your Identity

HSAs (Health Savings Accounts) for Employers

2 page | PDF

12/22/2020

HSAs (Health Savings Accounts) for Employers

Testimonials – Liberty Bank Building

2 page | PDF

12/22/2020

Testimonials – Liberty Bank Building

Testimonials – Light Dental Studios

2 page | PDF

12/22/2020

Testimonials – Light Dental Studios

Cybersecurity Plans for Small Business

2 page | PDF

12/22/2020

Cybersecurity Plans for Small Business

HSAs (Health Savings Accounts) for Employees – Handout

2 page | PDF

12/22/2020

HSAs (Health Savings Accounts) for Employees – Handout

HSAs (Health Savings Accounts) for Employees – Breakroom Poster

2 page | PDF

12/22/2020

HSAs (Health Savings Accounts) for Employees – Breakroom Poster

Cybersecurity for Small Business

2 page | PDF

12/22/2020

Cybersecurity for Small Business

Cybersecurity Checklist

2 page | PDF

12/22/2020

Cybersecurity Checklist

Business Loans and Lines of Credit

2 page | PDF

12/22/2020

Business Loans and Lines of Credit

Business Savings Accounts

2 page | PDF

12/22/2020

Business Savings Accounts

Testimonials – Compendium

2 page | PDF

12/22/2020

Testimonials – Compendium

Testimonials – Cornelius Place

2 page | PDF

12/22/2020

Testimonials – Cornelius Place

Testimonials – Watson’s

2 page | PDF

12/22/2020

Testimonials – Watson’s

Avoid Business Email Compromise Scams

2 page | PDF

12/22/2020

Avoid Business Email Compromise Scams

Business Banking Overview

2 page | PDF

12/22/2020

Business Banking Overview

Scams and Your Small Business

2 page | PDF

12/22/2020

Scams and Your Small Business

Solutions Super Flyer – Elavon

2 page | PDF

12/22/2020

Solutions Super Flyer – Elavon

Testimonials – Transpo Group

2 page | PDF

11/25/2020

Testimonials – Transpo Group

Safeguarding the Payment Experience – Elavon

2 page | PDF

11/25/2020

Safeguarding the Payment Experience – Elavon

Testimonials – PHFS

2 page | PDF

11/25/2020

Testimonials – PHFS

SBA Loans Overview

2 page | PDF

11/25/2020

SBA Loans Overview

Payments Planning Guide – Elavon

2 page | PDF

11/25/2020

Payments Planning Guide – Elavon

Payment Processing Solutions / Elavon Overview

2 page | PDF

11/25/2020

Payment Processing Solutions / Elavon Overview

Vertical Solutions – Elavon

2 page | PDF

11/25/2020

Vertical Solutions – Elavon

Elavon Solutions

Elavon offers payment processing solutions to complement your customers' banking services.

Explore materials

Show added value and banking expertise to your prospects

Easily share all of our booklet publications with a simple link.

See all publications

Elavon Solutions

Elavon offers payment processing solutions to complement your customers' banking services.

Explore materials

Show added value and banking expertise to your prospects

Easily share all of our booklet publications with a simple link.

See all publications

Featured

SSBCI flyer

2 page | PDF

12/19/2024

SSBCI flyer

Trigger Lead Notice

1 page | PDF

10/15/2024

Trigger Lead Notice

ICS/CDARS Oregon

2 page | PDF

10/10/2024

ICS/CDARS Oregon

ICS/CDARS Idaho

3 page | PDF

10/10/2024

ICS/CDARS Idaho

ICS/CDARS Washington

2 page | PDF

10/10/2024

ICS/CDARS Washington

ICS/CDARS Overview

2 page | PDF

10/10/2024

ICS/CDARS Overview

Banking Business magazine October 2024

page | PDF

10/10/2024

Banking Business magazine October 2024

SSBCI Informational Session Email Template

page | PDF

06/14/2024

SSBCI Informational Session Email Template

Owner Occupied Commercial Real Estate flyer

1 page | PDF

05/29/2024

Owner Occupied Commercial Real Estate flyer

Welcome Brochure

2 page | PDF

02/12/2024

Welcome Brochure

Banking Business Q1 2024 (January)

page | PDF

01/03/2024

Banking Business Q1 2024 (January)

Elavon Nonprofit Solutions Overview

2 page | PDF

08/25/2023

Elavon Nonprofit Solutions Overview

5 Reasons to Accept Non-Cash Payments – Elavon

page | PDF

07/14/2023

5 Reasons to Accept Non-Cash Payments – Elavon

KBRA Publishes and Affirms Ratings for Heritage Financial Corporation

2 page | PDF

05/31/2023

KBRA Publishes and Affirms Ratings for Heritage Financial Corporation

KBRA Heritage Financial Corporation Surveillance Report

1 page | PDF

05/31/2023

KBRA Heritage Financial Corporation Surveillance Report

Transitioning your banking relationship flyer

1 page | PDF

02/21/2023

Transitioning your banking relationship flyer

Heritage Bank Switch Offer – 3 months

1 page | PDF

02/06/2023

Heritage Bank Switch Offer – 3 months

Nonprofit Banking Package flyer

1 page | PDF

12/08/2022