Professional Packages at Heritage Bank

A Professional Package Designed Just For You.

Heritage Bank is committed to meeting the needs of businesses. We understand that you have needs that may require customization. That is why we have designed a package with the right solutions to solve your company's needs.

Our experienced bankers get to know each of our customers and will work one on one with you to understand your business and recommend the best solutions. Talk to us today about how we can help your business with its deposit and lending needs.

Heritage Bank Professional Packages:

Executive Package

Managing Your Banking Needs

We understand that each of our financially successful clients has unique needs when it comes to banking. Our Relationship Managers are ready to deliver objective guidance and solutions that are tailored to your individual situation. We focus on the traditional banking services of deposits and lending.

Dedicated Banker

An experienced banking professional will work with you to develop a banking solution for your individual situation. Our strength is meeting "out-of-the-box" requests in a timely manner, with customized structures and terms. The following are several of the products and services we currently offer:

Deposit Services:

  • Checking, Savings and Money Market Accounts for you or your business
  • Competitive deposit rates
  • Commercial cash management
  • Like-kind exchange funds (1031 Accounts)

Lending Services:

  • Conventional and unconventional Mortgages on primary and second homes
  • Home Equity Lines of Credit
  • Commercial real estate loans for owner-occupied and investment property
  • Business purpose loans including lines of credit, equipment and leasehold improvement financing

We Are Ready To Help

If you are ready for a banking relationship with one of our Bankers, or, if you need customized solutions that meet your particular needs, contact:

  • Kerry Arnold
    678-284-3312
  • Cindy Kelley
    678-284-3319
  • DeeDee McIntyre
    770-478-8881
  • Ron Willard
    770-515-7011
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Physician Package

Managing Your Banking Needs

We understand that each of our financially successful clients has unique needs when it comes to banking. Our Relationship Managers are ready to deliver objective guidance and solutions that are tailored to your individual situation. We focus on the traditional banking services of deposits and lending.

Dedicated Banker

An experienced banking professional will work with you to develop a banking solution for your individual situation. Our strength is meeting "out-of-the-box" requests in a timely manner, with customized structures and terms. The following are several of the products and services we currently offer:

Deposit Services:

  • Checking, Savings and Money Market Accounts for you or your business
  • Competitive deposit rates
  • Commercial cash management
  • Like-kind exchange funds (1031 Accounts)

Lending Services:

  • Conventional and unconventional Mortgages on primary and second homes
  • Home Equity Lines of Credit
  • Commercial real estate loans for owner-occupied and investment property
  • Business purpose loans including lines of credit, equipment and leasehold improvement financing

We Are Ready To Help

If you are ready for a banking relationship with one of our Bankers, or, if you need customized solutions that meet your particular needs, contact:

  • Kerry Arnold
    678-284-3312
  • Cindy Kelley
    678-284-3319
  • Ron Willard
    770-515-7011
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FDIC offers insurance coverage up to $250,000.00 per customer.