Account Switch Kit

Switching banks can seem daunting.  But it doesn’t have to be.  Switching business checking accounts can be convenient and easy, and most importantly, save your team time.

No two customers are exactly the same, but we will help you through the process.  With EagleBank’s Switch Kit, you will be taken through 5 simple steps to prepare you for your transition to EagleBank, including:

1. Gathering all the right information to make sure the process will be as seamless as possible

2. Filling out customized letters/forms to ensure all the right your information is safely kept in one place, including notifying your current bank and  key professional service providers of your new bank account

3. Setting up your online banking access in a few simple steps

4. Helping notify your old bank of account closure

You will have one point of contact throughout your process, there with you every step of the way.  Reach out today to get the conversation started:

For businesses in Virginia, contact:

Jeff Rubery
SVP, Market Executive
571.319.4809

For businesses in DC, contact:

Scott Kinlaw
SVP, Market Executive
202.292.1629

For businesses in Maryland (other than Prince George’s County), contact:

John Richardson
EVP, Senior Market Executive
202.292.1624

For businesses in Prince George’s County, MD, contact:

Terry Beverly
SVP, Market Executive
301.966.7655

Our relationship managers are happy to complete all the necessary paperwork for you. However, if you want to get a head start, you can download or print this document to get you started.