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First Exchange Bank Referral Program

Referral Program. Refer a friend or family member and have lunch on us.

First Exchange Bank is implementing a referral program to reward our friends and customers!

Time

The Frist Exchange Bank Referral Program will be in effect from September 18th to November 17th, 2023.

What Counts as a Referral?

A friend, family member, co-worker, or neighbor who does not have an existing or active accounts with First Exchange Banking Products included in the referral program

Banking Products Included in the Referral Program

Retail Deposit Products

  • All Checking Accounts
  • Personal Savings Accounts
  • Minor Savings Accounts
  • Money Market Accounts
  • CDs
  • IRAs
  • Christmas Club Accounts

Personal Loans

  • Mortgages
  • HELOCs
  • Auto Loans
  • Secured Loans
  • Unsecured Loans
  • Personal Lines of Credit

All Commercial Products and Services

Reward for Referrer and Referral

Retail Deposit Accounts Referrals

  • $25 restaurant gift card for both the referrer and referral upon referral opening a retail deposit account.
    • 1 Referral = 1 Gift Card
    • Referrer will be mailed a gift card within 30 days
    • Referral will be mailed a gift card within 30 days after the retail deposit account is opened.
    • No account = no reward for the referral (referrer is eligible for the gift card)
    • No limit on how many referrals a referrer can send to First Exchange Bank

Personal Loan Referrals

  • $25 restaurant gift card for both the referrer and referral upon referral opening a retail deposit account..
    • 1 Referral = 1 Gift Card
    • Referrer will be mailed a gift card within 30 days upon the referral’s completion of application
    • Referral will be mailed a gift card within 30 days after loan has been closed
    • No loan = no reward for the referral (referrer is eligible for the gift card if loan application is completed)
    • No limit on how many referrals a referrer can send to First Exchange Bank​

Commercial Products and Services

  • Rewards will be left up to the discretion of the bank.

Drawing

  • Referrers will be entered into drawing for $500.00
  • Referrers are entered into drawing regardless of outcome from their referral
  • 1 referral = 1 entry
  • Unlimited entry for referrers
  • Drawing will take place on November 20th, 2023 and the winner will be contacted promptly after the drawing

This program is subject to change without notice.

Proud Partners

California Bankers Association
Independent Community Bankers of America
California Governor's Service Awards
Marion County Chamber of Commerce
Morgantown Area Partnership

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An Equal Housing Lender
NMLS 579178
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