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FOR IMMEDIATE RELEASE

Press Release - March 2017

Heritage Bank & Trust is pleased to announce the additions of Brian Cooper and Carrie Goolsby to the bank’s lending team.  Cooper joins Heritage Bank & Trust as a vice president, and will oversee Northside branch operations, located at 823 Nashville Highway, Columbia, TN.  Goolsby joins Heritage Bank & Trust as a commercial bank officer.

Cooper has over 30 years banking experience.  He began his career at First Farmers & Merchants Bank serving in many capacities, primarily commercial and consumer lending.  He most recently served as a vice president at Regions Bank.

Cooper holds an M.B.A. from Middle Tennessee State University and obtained his undergraduate degree from the University of Tennessee, Knoxville. He continued his education in banking at both the Graduate School of Banking of the South at Louisiana State University, and the Commercial Lending School at Vanderbilt University.  He previously taught banking and finance courses at Columbia State Community College and has held board member positions with both the Maury County United Way and Maury County Habitat for Humanity.

Goolsby has been in banking for 23 years.  She began her career at Third National (now SunTrust Bank) and has most recently served at the Lawrenceburg branch of the Bank of Frankewing where she specialized in both deposit and loan relationships.

“We are delighted to have both Brian and Carrie join our lending staff, as their combined experience in banking is well over 50 years,” says President and CEO Jim Robinson. “They will allow us to expand opportunities within our trade area, and their diverse background in bank operations complements our bank’s desire to be a true community bank.

Goolsby graduated from Columbia State Community College with an Associates of Science degree and continues her banking education through the Tennessee Bankers Association.

Heritage Bank & Trust is a community bank with two offices in Columbia, Tennessee. As of December 2016, Heritage Bank & Trust had total assets of approximately $115 million and celebrated its third straight year of record earnings.
 

Press Release - August 22, 2016

Heritage Bank & Trust is pleased to announce the addition of Jenny Adcox to the Board of Directors of the bank.

Ms. Adcox is a commercial real estate agent with the Rich Anderson Division of KW Commercial Middle Tennessee and is also a marketing consultant.  She is a member of the Keller Williams Realty, Spring Hill Associate Leadership Council.  She was previously a materials and production control manager for Parker Hannifin in Trumann, Arkansas.

“Jenny has been a respected member of the Maury County community for many years.  She brings a high level of character and competence to Heritage Bank & Trust.  We are embarking upon an exciting period here at the bank and are very pleased to have a person of such regard join our Board of Directors,” stated Jim Robinson, President & Chief Executive Officer.
Adcox holds a B.S. from Lipscomb University and an M.B.A. from Arkansas State University.   She is the founder and serves as a director of Dream 514.  She serves on the Board of Hohenwald Financial Services and the Advisory Board of Highland Corporation. She is a member of the International Council of Shopping Centers and is also a member of the Williamson County Association of Realtors.

Heritage Bank & Trust is a community bank with two offices in Columbia, Tennessee.  The Main Office is located at 217 South James Campbell Boulevard, and the Northside Branch is located at 823 Nashville Highway.  The bank opened in March of 2006.  As of June 30, 2016, Heritage Bank & Trust had 34 employees, total assets of over $110 million, and record earnings in both 2014 and 2015.


Press Release - 2015 Earnings

January 29, 2016

Heritage Bank & Trust, today reported its second straight year of record earnings. The bank reported the unaudited net income available to common shareholders for 2015 of $813,000 or $0.46 per common share. For the year, Return on Average Assets and Return on Equity increased to 0.80 percent and 9.39 percent, respectively.

“We are extremely pleased to see sustained performance in all facets of the Bank. The Balance Sheet of Heritage Bank & Trust continues to strengthen, leading to four years of improving profitability,” stated Jim Robinson, President & CEO of Heritage Bank & Trust. “We are very optimistic about what 2016 holds for Heritage Bank & Trust as we will celebrate our 10 year anniversary in March.” “We continue to be pleased with the great progress in our key performance ratios.” commented Robinson. “We are also pleased with the deepening of our management team in 2015 as we brought Executive Vice President & Chief Lending Officer, Craig Harris, and Vice President & Branch Manager, Nita Lentz, on board during the year. These leaders in the Maury County banking community have been welcome additions to our team."

 

PRESS RELEASE from Heritage Bank & Trust

March 10, 2015

Heritage Bank & Trust is pleased to announce the addition of Craig Harris to the executive management team of the bank.  Harris joins Heritage Bank & Trust as ExecutiveVice President & Chief Lending Officer.

Mr. Harris has been in banking for 25 years.  He began his career as a bank examiner for the Federal Deposit Insurance Corporation and then joined First Commercial Bank in Huntsville, Alabama as Vice President in Credit Administration.  He most recently served as Senior Vice President and Commercial Lender at Community First Bank & Trust.

“Craig brings Heritage Bank & Trust a vast knowledge of the banking industry. We are especially pleased to have a Maury County native who has experience working with the FDIC coupled with an interest in serving our local community join our team.” said Jim Robinson, President & Chief Executive Officer. “His focus on commercial lending, professional attitude, and leadership will be a tremendous asset as we move Heritage Bank & Trust forward.”

Harris holds a B.B.A. from Middle Tennessee State University and is also a graduate of Columbia State Community College.   He currently serves as a Maury County Commissioner for District II, and is a member of the Columbia Noon Rotary Club serving as President of the club in 2009/2010.  He is on the Board of Directors of the King’s Daughters School and currently serves as Secretary of the Executive Committee. 

 

PRESS RELEASE from Heritage Bank & Trust

February 6, 2015

The Heritage Bank & Trust Board of Directors is pleased to announce promotions in its executive management team.  Jim Robinson has been named President & Chief Executive Officer, Brent Wheeley has been named Executive Vice President, Chief Operating & Credit Officer, and Shelli Golden has been named Senior Vice President & Chief Risk Officer.

“We are proud to announce the restructuring of our executive management team,” stated Tommy Yokley, Chairman of the Board of Directors.  “We appreciate the vital role that each of these individuals have played in the recent successes of Heritage Bank & Trust as we celebrated record earnings in 2014.”    

Jim Robinson, CPA, obtained his bachelors and masters degrees from Auburn University.  He also holds a master’s degree in religion from Lipscomb University.  He has served the bank as Chief Executive Officer since 2010 and is now assuming the role of president of the bank. Mr. Robinson began his career in public accounting with Rayburn, Bates & Fitzgerald, P.C., where he specialized in community banks.  In 2002, he joined Farmers & Merchants Bank in Clarksville as Controller before returning to Columbia to serve on the Senior Management team with Heritage Bank & Trust, at its organization in 2005 as the Chief Financial Officer.

Brent Wheeley has been promoted to Executive Vice President of the bank.  Mr. Wheeley has been with the bank since its organization in 2005 serving as a loan officer, and most recently as Chief Credit Officer.  He will also be assuming the role of Chief Operating Officer in addition to his previous duties.  Mr. Wheeley began his banking career with First Farmers & Merchants Bank after receiving his BS from University of North Alabama.  He was a branch manager and loan officer with Community First Bank & Trust before joining Heritage.  He is a graduate of the LSU Graduate School of Banking.

Shelli Golden has been promoted to Senior Vice President of the bank.  Ms. Golden has also been with the bank since its organization in 2005 serving as Compliance Officer.  She will be assuming the duties of Chief Risk Officer in addition to her role as Compliance Officer for the bank.  She holds a BS from Lipscomb University, was a bank examiner for the FDIC and also worked as an asset manager for the Resolution Trust Corporation.  Ms. Golden is a Certified Regulatory Compliance Manager (CRCM).

 

Heritage Bank & Trust Reports Record Earnings for 2014

Columbia, TN – January 30, 2015 – Heritage Bank & Trust, today reported record earnings for 2014, continuing its positive performance as the bank moves forward.

The bank reported the unaudited net income available to common shareholders for 2014 of $807 thousand or $0.45 per common share, compared to $409 thousand or $0.23 per common share in 2013.

For the year, Return on Average Assets and Return on Equity increased to 0.79 percent and 10.30 percent, respectively, compared to 0.38 percent and 5.87 percent reported for 2013.

 “We are extremely pleased to see the fruit of several years of hard work dedicated to executing the bank’s Strategic Plan that are beginning to pay off.  The Balance Sheet of Heritage Bank & Trust is the strongest it has been since the year 2006 when we opened for business.  This has led to the strongest earnings since inception of the bank,” stated Jim Robinson, President & CEO of Heritage Bank & Trust.  “We are very optimistic about what 2015 holds for Heritage Bank & Trust.”

“Our key performance ratios show great progress as we continue to move forward in 2015,” commented Robinson. “We are also pleased to have introduced mobile banking and an enhanced bill payment system during the second half of 2014.  These services help us provide both consumer and business customers with an efficient and easy way to bank anywhere and at any time.”  

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