{{fullname}}
{{job_title}}
{{email}}
{{phone}}
{{branch_location}}
{{address}}
Manage/remove collections in your Favorites.
A customizable document you can present to prospects that highlights what they can expect during the onboarding process, the products and services we offer and who Heritage Bank is.
To open the editable PowerPoint, click the link below.
We strongly recommend presenting this to the prospect in-person or via Webex. This allows them to ask questions and share any concerns they may have. For some best practices, take a look at the two articles below.