HV
Heritage Valley Bank
CEO Executive Dashboard
Financial data through April 2026
JW

Branch Performance

One focused view of growth, funding, efficiency and network contribution by location.

Branch performance — YTD through Apr 2026

BranchDepositsLoansL/D ratioEfficiencyYoY depositsShare
Main Street — Downtown$299M$192M64.1%69.9%+4.5%
Riverside Branch$190M$139M73.3%72.4%+6.5%
Westfield Commercial$139M$190M136.5%44.4%+1.6%
Northgate Community$118M$80.6M68.6%89.1%-4.6%
Harbor Business Center$110M$130M118.3%45.2%+9.5%
Eastside Retail$70.4M$39.8M56.6%104.6%+0.4%
Lakeview Private$48.0M$51.1M106.4%42.7%+13.6%
Bank total$974M$822M84.4%65.1%

Branch efficiency allocates the bank’s own revenue across branches on funds transfer pricing weights, so the column reconciles to the income statement. It is an allocation, not a branch P&L feed.

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Intelligence by SmarterFI · Branch Performance · YTD through Apr 2026

Checking bank data

Heritage Valley Bank · James R. Whitfield · data through April 2026 · load vintage v-2026-07-02-core
Every figure is computed from the fact store. Open a KPI to see its formula and source rows.

Heritage Valley Bank — CEO Dashboard