Presidio Bank Client Resources

We are grateful for your business. The merger of Presidio Bank with Heritage Bank of Commerce is complete and you will continue to receive outstanding service and expertise. Our goal is to ensure that the conversion of your online banking from Presidio Bank to Heritage Direct Online Banking is as smooth and easy as possible for you and your business. This page has a collection of resources to help make your transition easier.

If you have any questions, contact us at 800.796.4777.

Once again, we thank you for being our valued client and welcome you to the Heritage Bank of Commerce family.

Timeline

5/16/19  Heritage Commerce Corp and Presidio Bank Announce Agreement to Merge  
  Merger Announcement | Merger Investor PresentationMerger Proxy Statement  
     
10/11/19 Acquisition Completed  
     
1/15/20 Welcome Packets (mailed to all clients)  
   
     
1/21/20 New Company ID mailed to Company Online Administrators (Small Business Clients)  
     
2/1/20 New Debit cards mailed to clients  
     
2/10/20

ONE TIME Password with User Guide emailed to all users

 
 
  • Personal Clients need to Re-Enroll in Online Banking.
  • User Guide - Small Business: Obtain your new Company ID from your company online banking Administrator. User ID remains the same.
  • User Guide - Commercial: Clients’ User ID and Company ID remain the same.
 
     

2/14/20

Bank closes early at 3 pm

 
 
  • No access to Online Banking (Print last 3 months statements prior to today)
  • Debit card deactivated
  • Bill pay will be down
  • Must download transaction for Intuit products, as information will be not be available post conversion
 
     
2/15 - 17/20    Client files are transferred to Heritage Bank of Commerce system (Saturday through Monday)  
     
2/18/20

Clients active on Heritage Bank of Commerce system

 
 
  • Heritage Direct Online Banking available (drop down menu on home page)
  • Enroll in Mobile Banking
  • Update your Quicken, QuickBooks or Mint settings (Resources)
  • New debit cards are active. Update automatic transactions with your new card number.
  • Heritage Bank of Commerce ATM Locations (ATM fees continue to be waived)
    • 387 Diablo Road in Danville
    • 300 Main Street in Pleasanton
    • 7598 Monterey Street, Suite 110 in Gilroy
    • 351 Tres Pinos Road, Suite 102 A in Hollister
    • 333 W. El Camino Real, Suite 150 in Sunnyvale
    • 419 S. San Antonio Road in Los Altos
  • No Change to Accessing Remote Deposit – access via same link with existing credentials (bookmark it for later)
 

 

Webinars

A series of online banking webinars is available to learn more about the new online systems.

  • Interactive Live Webinars - Please contact your Relationship Manager for login information.
    • January 6 and February 3, 10 – 11 am (Small Business Online Banking)
    • January 13, January 27, and February 10, 10 – 11 am (Commercial Online Banking)
  • Recorded Webinar available to replay
    • Commercial Online Banking
    • Commercial Online Banking with ACH and Wire
    • Small Business Online Banking
    • ACH Free Form Batch
    • ACH Template With Approval
    • Establishing A Recurring ACH Payment

If you have any questions, contact us at 800.796.4777. We look forward to working with you!