Contact
We want to hear from you. Please reach out to the Marketing Team with questions or suggestions for the RM Toolkit.
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