Financial solutions

customized for your agency

Banking experts for insurance agents

Affiliated with Westfield Insurance, our devoted team of agency bankers focus solely on working with insurance agents, providing you with true expertise and dedication to help you grow every step of the way. 

Contact us today

for personalized, prompt support and service regarding your banking needs.

Mike Wagar
Mike Wagar
SVP, Chief Specialty Banking Officer
Phone
LinkedIn
Jennifer Harding
Jennifer Harding
Treasury Management Sales Specialist Wooster
Phone
LinkedIn
Rick Kies
Rick Kies
VP, Agency Banking Commercial Loan Officer Westfield Center
Phone
LinkedIn

Treasury management tools

Our treasury management services make it faster and even more convenient to maximize cash flow, access working capital, manage risk, and simplify day to day operations:

  • ACH payment and receivable
  • Account transfers
  • Bill Pay
  • Positive Pay
  • Remote deposit capture
  • Sweep accounts
  • Wire service
Explore our treasury management business solutions
Treasury management tools

Connect with Jen Wigal

to learn how Westfield Bank can maximize your cash flow, access working capital, manage risk, and simplify day to day operations.

Premium financing

Premium financing

Partner with Westfield Bank for specialized solutions that meet the insurance premium financial needs of your clients. Our dedicated team understands what it takes to be a successful agent. As a result, we’re able to make the process faster and easier for you by providing solutions that increase your clients’ cash flow, allowing them to finance commercial insurance premiums at a nominal cost. We make it simple and fast to complete transactions with:

  • Real-time quoting
  • Funding within 48 hours of a signed finance agreement
  • Customized payment plans
Let's talk about premium financing

Connect with Eric Dougherty

to discuss the benefits of premium financing for your agency.

Eric Dougherty
Eric Dougherty
VP, Premium Finance Manager
Phone

Westfield Private Banking

You have sophisticated financial requirements. Westfield Private Banking provides a distinct library of resources and tools that allow us to focus on objectives as unique as you. Financial plans are achieved with personalized services that are supported by a relevant assortment of premium financial management solutions, including:

  • Access to lending discounts
  • Competitive rates on mortgage loans
  • Elite special events
Experience the benefits of Westfield Private Banking
Westfield Private Banking

Connect with Kimberly Bolas Miller

to achieve your personal financial objectives.

Kimberly Bolas Miller
Kimberly Bolas Miller
VP, Senior Private Banking Officer
NMLS #639603
Phone
LinkedIn
Mortgage Lending

Mortgage Lending

Finding the right mortgage loan is easy with the expert lending team at Westfield Bank. We know the market and take the time to get to know you, so that we can offer a customized solution meeting your needs. Our nationwide capabilities provide faster lending decisions and greater flexibility for you. Westfield Bank offers competitive solutions for:

  • Construction loans
  • Jumbo loans
  • Purchase or refinance loans
Discover your mortgage loan solution
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