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CONTINUING EDUCATION CRITICAL WITH CREDIT PROFESSIONALS

CONTINUING EDUCATION CRITICAL WITH CREDIT PROFESSIONALS

Credit Professionals like Travis Jones must keep in tune with ever-changing credit environment

[SPICER, MN] – Heritage Bank is proud to announce that Travis Jones, CRC, passed the Credit Risk Certification test through the Risk Management Association.

The exam covered seven broad areas of credit risk assessment.  This new knowledge allows Travis to work on a deeper level with his clients to prepare for unexpected incidents.  Proactively discussing risks and developing a plan to address those risks gives clients a peace of mind when these events occur.

Jones, a Portfolio Manager, has worked with Heritage Bank for nearly 5 years. “Passing this test is not an easy feat, but Travis was a natural candidate,” Russ Weeks, Senior Credit Officer, said. “Travis is well-versed in understanding a business’ key financial indicators and helps our clients determine their banking needs so they can focus on running their business.”

As part of our unique Team-of-Three approach, Jones works closely with two Relationship Managers, Dave Henle and Dean Steinwand, along with a Business Associate, Lisa Dahmes.  Jones can be reached at (320) 214-3975 and tjones@heritagebankna.com.

 

ABOUT HERITAGE BANK, N.A.

Heritage Bank is an employee owned bank with operations in Minnesota, northwestern Iowa and South Dakota. Heritage takes pride in serving as trusted advisors to clients, with a focus on agricultural, business and home mortgage lending. Follow us on LinkedIn, Facebook and online at www.heritagebankna.com.

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