Schedule an Appointment
What would you like to meet with us about?
Discuss an Existing Personal Account
Disputes, Account Signers, Beneficiaries, Wire Transfers, Online Banking, Address Change
New Business Accounts
Business Checking, Business Savings, Merchant Services, Payroll Services, Cash Management
Discuss an Existing Business Account
Disputes, Account Signers, Wire Transfers, Online Banking, Address Change
Need Additional Help?
If you don't see the appointment you're looking for, please contact us:
- Home Mortgage or refinance (866) 910-5217
- Investment Services (877) 781-6889
- Small Business services DFW: (972) 528-4029, Houston: (832) 462-6453
Frequently Asked Questions
What are the advantages of scheduling an appointment online?
Appointments are designed for your benefit. By scheduling an appointment online, we will have a Relationship Banker ready and waiting for you at your selected date and time to discuss your financial needs. No waiting in line and no question if someone will be prepared to assist you.
What should I do if the appointment type I need isn’t an option?
Appointments are available if you wish to open a new Personal or Business checking or savings account, apply for a loan, or discuss your existing accounts. If you would like to visit with our Mortgage or Investment teams, please call the appropriate number above. Otherwise, please select the appointment type most closely associated with your needs and include any relevant notes in the Additional Information section of your appointment.
Can I schedule an appointment for today or tomorrow?
We want to make sure you have an outstanding experience with your appointment. To do that, we ask that appointments are scheduled at least one day in advance to give our Banking Centers an opportunity to prepare for your visit. If your need is more urgent, visit any one of our Banking Centers and we would be happy to help you. Clients without an appointment are served on a first-come first-served basis.
May I schedule an appointment with a specific banker?
While appointments cannot currently be scheduled online with a specific banker, be assured that one of our knowledgeable Relationship Bankers will be available to meet exclusively with you.
How do I know if my appointment has been confirmed?
Look for an email confirmation of your appointment that will include your unique confirmation number. In addition, when scheduling your appointment, you may opt-in to receive text message notifications about your appointment. Reminder text messages will be sent to you 24 hours in advance, and 1 hour in advance of your appointment.
Can I reschedule my appointment?
To reschedule your appointment for a different date or time, new appointment type, or a different banking center, please cancel your existing appointment and schedule a new one.
What should I bring with me to my appointment?
Please bring a government issued ID, your current account information (if applicable), and any relevant information that may help us serve you.
Can I still come in without an appointment?
Yes; any one of our Banking Centers would be happy to help you. Clients without an appointment are served on a first-come first-served basis.
How long will my appointment last?
For each of our appointments, we block out 30 minutes or an hour especially for you. While most of our appointments only last 30-45 minutes, we dedicate this time to serving you.
What information is required to make an appointment?
We ask for your name, e-mail address, the best phone number to contact you at, and if you are an existing client.
How will you contact me?
We will e-mail you a confirmation of your appointment and send updates to keep you informed on the status of your appointment. We may contact you by phone if we have any questions prior to your visit. We will also send you a short survey following your appointment to make sure you had a great experience.
What should I do if I miss my appointment?
We are always happy to help you. If you miss your appointment, please feel free to schedule a new one or stop by any of our banking centers on a first-come first-serve basis.