Frequently Asked Questions

What are the advantages of scheduling an appointment online?

Appointments are designed for your benefit. By scheduling an appointment online, we will have a Relationship Banker ready and waiting for you at your selected date and time to discuss your financial needs. No waiting in line and no question if someone will be prepared to assist you.

Can I reschedule my appointment?

To reschedule your appointment for a different date or time, new appointment type, or a different banking center, please cancel your existing appointment and schedule a new one.

Can I schedule an appointment for today or tomorrow?

While we offer same day appointments, we recommend scheduling your appointment at least 1 business day in advance to give our Banking Centers an opportunity to prepare for your visit.

How do I know if my appointment has been confirmed?

Look for an email confirmation of your appointment that will include your unique confirmation number. In addition, when scheduling your appointment, you may opt-in to receive text message notifications about your appointment. Reminder text messages will be sent to you 24 hours in advance, and 1 hour in advance of your appointment.

How long will my appointment last?

For each of our appointments, we block out 30 minutes or an hour especially for you. While most of our appointments only last 30-45 minutes, we dedicate this time to serving you.

How will you contact me?

We will e-mail you a confirmation of your appointment and send updates to keep you informed on the status of your appointment. We may contact you by phone if we have any questions prior to your visit. We will also send you a short survey following your appointment to make sure you had a great experience.

May I schedule an appointment with a specific banker?

While appointments cannot currently be scheduled online with a specific banker, be assured that one of our knowledgeable Relationship Bankers will be available to meet exclusively with you.

What information is required to make an appointment?

We ask for your name, e-mail address, the best phone number to contact you at, and if you are an existing client.

What should I bring with me to my appointment?

If your appointment is for the purposes of opening a new checking or savings account, plan to bring 2 forms of ID, one of which must have your current U.S. residential address; the other ID must have your photo.

See the full list of possible customer IDs here.

Also, bring your current account information (if applicable), and any relevant information that may help us serve you.

What should I do if the appointment type I need isn’t an option?

Appointments are available if you wish to open a new Personal or Business checking or savings account, apply for a loan, or discuss your existing accounts. If you would like to visit with our Mortgage or Investment teams, please call the appropriate number above. Otherwise, please select the appointment type most closely associated with your needs and include any relevant notes in the Additional Information section of your appointment.

What should I do if I miss my appointment?

We are always happy to help you. If you miss your appointment, please feel free to schedule a new one or stop by any of our banking centers on a first-come first-serve basis.