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Transition Team

We know the idea of switching your business accounts to another financial institution seems daunting, but with the help of our experienced staff and a personalized transition plan, we will make it as seamless as possible.

How it works

The initial contact person, usually a business banker, will sit down with you to discuss the services you currently utilize and any additional services that might prove beneficial in running your business. He/she will then present recommendations and pricing for your review. Once the decision has been made to switch to CNB, this initial contact becomes your Team Captain and will tailor the team of individuals needed to transition your accounts to CNB with little effort on your part.

We will assist you in:

  • moving your accounts
  • changing any electronic payments for you
  • setting up direct deposit and payroll for your employees
  • training your employees on our Online for Business product

You'll be provided a list of key CNB contacts and phone numbers, along with an explanation of what each person's primary function with your accounts will be. This way, you'll know specifically who to call should you have any type of question about your accounts.

Your transition team could include:

  • Treasury Services Analyst
  • Customer Service Representative
  • Office Manager
  • Lender
  • Online for Business Specialist
  • Merchant Services Contact
  • Visa Contact
  • HSA Specialist
  • Courier Service Contact
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