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Switch Kit

Make the move. Open your new account.

We know that switching banks is not an easy thing, most would say it can be stressful. At Citizens Community Bank, we have worked hard to eliminate the hassles that come from starting a new banking relationship. Simply follow the steps below and if you have any questions at all, ask one of our team members. 

Follow these steps to make the switch.
 
Step 1: Gather your information.

  • Full Legal Name
  • Address
  • Email
  • Valid Photo ID
  • Phone
  • Social Security Number
  • Gender
  • Date of Birth       
  • Employer
  • Occupation        

Step 2: Open your new account online or in person.

You can open your account online or in one of our convenient locations, we make the process quick and easy!

Open Your Account Today                                             CCB Branch Locations

 
Step 3: Let your employer know.
 
Inform your employer and any other sources of regular income like Social Security/Disability, Retirement/Pension Payments or Investment Dividend Deposits that you have a new checking account for any direct deposits made to you. You will need to have:
 
Your New Account Routing # 124103773
 
Your New Account # 


Step 4: Update your bills

Be sure to update any monthly or regular bills (utilities, auto loans, home mortgage, etc.) that you pay. To make sure none of your bills/subscriptions aren't forgotten, we've created a friendly Switch List to help.


Step 5: Close your existing accounts.
 
Close your old checking account(s). Make sure all pending purchases/payments have cleared before closing your old account!

There, you've made the switch. We welcome you to local community banking!