Schedule an Appointment
What would you like to meet with us about?
Need Additional Help?
If you don't see the appointment you're looking for, please contact us:
- Home Mortgage or refinance (866) 910-5224
- Investment Services (877) 781-6889
- Small Business services (844) 950-1763
Frequently Asked Questions
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.
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.
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.
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.
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.