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

Branch Performance

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

Branch performance — YTD through Jun 2026

BranchDepositsLoansL/D ratioEfficiencyYoY depositsShare
Main Street — Downtown$304M$194M63.8%70.3%+4.5%
Riverside Branch$193M$141M72.9%72.7%+6.5%
Westfield Commercial$141M$193M137.0%44.5%+1.6%
Northgate Community$116M$80.8M70.0%90.3%-6.7%
Harbor Business Center$112M$132M117.7%45.3%+9.5%
Eastside Retail$71.0M$39.9M56.2%105.7%+0.4%
Lakeview Private$49.5M$52.4M105.8%42.7%+13.6%
Bank total$986M$833M84.5%65.4%

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 Jun 2026

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Heritage Valley Bank · James R. Whitfield · data through June 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