Heritage of Jacob Bank

4.4
4.4 from 30 Reviews and Ratings
Claimed Profile
Business profile has been claimed

This business has claimed their profile on our platform. Claimed profiles gain trust by showing authenticity, allowing them to respond to customer reviews and highlight verified information.n

Verified details

The details that have been provided so far by the business to verify their profile.

  • Business details provided
  • Business owner identity verified
  • Business domain ownership verified

Average Rating

4.4

/
5

30 Reviews

5 Star
53%
4 Star
33%
3 Star
10%
2 Star
3%
1 Star
0%

Filtered Reviews

Filter Reviews

Review Time

Ruth Ross
Competitive rates and brilliant relationship manager

My personal banking relationship manager has been fantastic. She remembers my preferences, proactively suggests better financial products and always makes time for my questions. This personalised service is rare these days and I genuinely appreciate it.

5
Date of experience: Jun 04, 2022
Timothy Barnes
Best digital banking experience I have ever had

The mobile app is beautifully designed, intuitive and genuinely useful. I can check balances, set up payments, freeze my card and speak to an advisor all from my phone. This is what modern banking should look like. I moved all my accounts here and have not looked back since.

5
Date of experience: Sep 09, 2023
Carol Price
Good bank — reliable and easy to use

I have been banking here for about two years and the experience has been consistently solid. Transfers arrive promptly, statements are clear and the online banking is easy to navigate. One small complaint about the wait time on the phone line but not a dealbreaker.

4
Date of experience: Dec 15, 2024
Kevin James
Outstanding mortgage support from start to finish

The mortgage team walked me through every stage of the process clearly and patiently. They secured me a very competitive fixed rate and all the paperwork was handled with minimal stress on my end. I would strongly recommend this bank to any first-time buyers or those remortgaging.

5
Date of experience: Jun 28, 2022
Margaret Hughes
Very pleased with my current account setup

Switching my current account here was easier than I expected. The staff guided me through the process and the account was fully operational within a few days. The app is clean and functional. I would give five stars if the branch wait times were a little shorter, but overall very satisfied.

4
Date of experience: Sep 13, 2022
Steven Rivera
Exceptional banking service — highly recommended

I have been a customer for several years and the level of service I receive from this bank continues to impress me. My account manager is always available, transfer times are fast, and the online banking platform works flawlessly. I would not consider banking anywhere else.

5
Date of experience: Jan 10, 2025
Diana Bailey
Generally positive experience with wealth management

I moved my investment portfolio to this bank and have been largely satisfied with the wealth management service. My advisor is responsive and the performance has been reasonable. A few reports could be more detailed but the overall service is professional and attentive.

4
Date of experience: Dec 16, 2025
Mark Murphy
Good forex rates for international transfers

I regularly send and receive payments from overseas and this bank offers better exchange rates than my previous provider. The transfer process is simple and the funds arrive quickly. A four-star experience — would push to five if the app allowed real-time rate checks.

4
Date of experience: Mar 02, 2023
Elizabeth Bell
Business banking made easy — excellent support

Set up a business account here last year and the support has been excellent. The dedicated business banking team understood my needs quickly and helped me set up multi-user access, payment schedules and merchant services. A true partner for any growing business.

5
Date of experience: Jun 26, 2018
Peter Morgan
Reliable for day-to-day and business needs

I use this bank for both personal and small business needs. The dual account setup is convenient and the business team has been helpful whenever I had questions about merchant services. There is room for improvement in the business app but overall a solid banking partner.

4
Date of experience: Jul 28, 2018

Business Details

  • We combine deep industry expertise with a genuine commitment to customer satisfaction. Whether you are a first-time customer or a long-time partner, we treat every interaction with care and professionalism.

  • Email
    contact@heritageojb.com
  • Phone
    +1-689-620-8361

Business Social Links

We use cookies to personalize your experience. By continuing to visit this website you agree to our use of cookies

More