{"id":43,"date":"2023-09-14T07:26:03","date_gmt":"2023-09-14T14:26:03","guid":{"rendered":"http:\/\/www.crestsavings.bankservices\/services\/quick-deposit-atms"},"modified":"2024-07-03T19:34:54","modified_gmt":"2024-07-03T19:34:54","slug":"switch-to-crest2","status":"publish","type":"page","link":"https:\/\/www.crestsavings.bank\/wph\/workarea\/business\/business_solutions\/switch-to-crest2\/","title":{"rendered":"Switch to Crest"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" id=\"h-switch-your-business-accounts-to-crest\">Switch Your Business Accounts to Crest<\/h2>\n\n\n\n<p>Changing banks can be a big decision and feel overwhelming. That\u2019s why Crest Savings Bank has created a Business Switch Kit to guide you step-by-step throughout the process. We like to keep things simple and convenient for our customers. As you make the transition to Crest Savings Bank our knowledgeable and friendly staff will be happy to assist you.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-1-nbsp-to-get-started-stop-into-a-nbsp-branch-nbsp-to-open-a-business-account-or-we-can-come-to-you\">Step 1:&nbsp;To get started stop into a&nbsp;branch&nbsp;to open a business account or <strong>we can come to you<\/strong>! <\/h3>\n\n\n      <div class=\"alignnone\">\n\t\t\t<a  class=' btn-1' href='https:\/\/www.crestsavings.bank\/resources\/locations\/' target='_self' rel='noopener noreferrer'>Branch Locations<\/a>\n      <\/div>\n\t\t\t\n\n\n<p>You will need the following to complete the process:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2024\/01\/BusinessAccountDocumentation.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Business Documentation<\/a><a href=\"https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2024\/01\/BusinessAccountDocumentation.pdf\"><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2024\/01\/AcceptableIdentification.pdf\">Two forms of&nbsp;current I<\/a><a href=\"https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2024\/01\/AcceptableIdentification.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">D<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.crestsavings.bank\/wph\/workarea\/wp-content\/uploads\/2024\/01\/business-info-sheetweb.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Completed&nbsp;Business Information Sheet<\/a>&nbsp;(Not required but recommended)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-2-nbsp-determine-what-services-you-will-utilize\">Step 2:&nbsp;Determine what services you will utilize:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Order Checks &amp; Endorsement Stamps with Crest Savings Bank<\/li>\n\n\n\n<li>Order Debit Card(s)<\/li>\n\n\n\n<li>Enroll in&nbsp;Online Banking&nbsp;so you can view and manage your accounts 24\/7\u2014it\u2019s SIMPLE!\n<ul class=\"wp-block-list\">\n<li>Create your own User ID<\/li>\n\n\n\n<li>Register for:&nbsp;bill payment,&nbsp;<a href=\"https:\/\/www.crestsavings.bank\/wph\/workarea\/bank\/solutions\/online-statements\/\">online statements<\/a>, and&nbsp;<a href=\"https:\/\/www.crestsavings.bank\/wph\/workarea\/bank\/solutions\/card-protection\/\">card protection<\/a>.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-3-nbsp-contact-the-following-companies-to-switch-bank-account-information\">Step 3:&nbsp;Contact the following companies to switch bank account information:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Payroll Company<\/li>\n\n\n\n<li>Merchant Services (GOAT payments)<\/li>\n\n\n\n<li>Automatic Deposit Vendors<\/li>\n\n\n\n<li>Automatic Withdrawal Vendors (i.e. Tax payments)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-4-nbsp-finalize-your-old-account\">Step 4:&nbsp;Finalize your old account:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Balance your old statement\n<ul class=\"wp-block-list\">\n<li>Ensure all your checks have cleared<\/li>\n\n\n\n<li>Confirm your automatic deposits \/ withdrawals have transferred over to your new account with Crest Savings Bank<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Close your old account<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-5-nbsp-utilize-our-wide-variety-of-products-and-services-to-help-you-manage-and-grow-your-business\">Step 5:&nbsp;Utilize our wide variety of products and services to help you manage and grow your business<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Crest Savings Bank\u2019s&nbsp;Lending Team&nbsp;will be happy to assist you with all your lending needs.<\/li>\n\n\n\n<li>Crest Wealth Management&nbsp;can assist you and your employees with your retirement, financial planning and insurance needs.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"Switch Your Business Accounts to Crest Changing banks can be a big decision and feel overwhelming. That\u2019s why Crest Savings Bank has created a Business Switch Kit to guide you step-by-step throughout the process. We like to keep things simple and convenient for our customers. As you make the transition to Crest Savings Bank our [&hellip;]","protected":false},"author":1,"featured_media":2051,"parent":1550,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"class_list":["post-43","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Switch to Crest - Crest Savings Bank<\/title>\n<meta name=\"description\" content=\"Changing banks for your business doesn&#039;t have to be complicated. Learn how to simplify the switch with Crest Savings Bank.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.crestsavings.bank\/wph\/workarea\/business\/business_solutions\/switch-to-crest2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Switch to Crest - Crest Savings Bank\" \/>\n<meta property=\"og:description\" content=\"Changing banks for your business doesn&#039;t have to be complicated. 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