Employee Connect

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Our EmployeeConnect program encompasses over 400 local businesses (Select Employee Groups or SEGs) and provides credit union membership to their employees. As an employer, you can provide an enhanced benefits page to your employees including onsite financial education workshops, direct deposit, no-monthly-fee checking options for new hires as well as retirement and investment services for exiting or transitioning employees.

Additional Services:

  • Confidential financial counseling for employees
  • Health savings account with debit card option
  • Employee discount program
  • Exit package for transitioning employees
  • Free, onsite financial workshops and membership drives

With branches located throughout Berkeley, Charleston, Colleton and Dorchester counties, over 40 ATMs, Online/Mobile Banking, Bill Pay and Shared Branching (access to over 4,000 credit unions nationwide), we provide total convenience for employees.

Get Started

There is no cost or obligation to participate. Email our Business Development team for additional information
or to sign up as a Select Employee Group today!

Financial Education Seminars

Our financial education seminars can be customized to meet the specific needs of your employees. We can host multiple sessions to accommodate your team onsite or work with you to host these events at one of our Community Rooms. There is no cost to host these events and all reference materials are provided.

Available topics include:

  • Prepare and Manage a Budget
  • Improving Credit Score
  • College Savings Plan
  • Saving for Retirement
  • Investing and Wealth Management
  • First-Time Homebuyers
  • Refinancing Your Home
  • Health Savings Accounts
  • Online and Mobile Management
  • Avoiding Fraud and ID Theft

Community Rooms

Heritage Trust offers FREE community rooms at our Coleman Boulevard and Park West branch locations. Each community room has the capacity to hold between 40-50 individuals comfortably. Reservations are made
on a first-come, first-serve basis.

Contact your local Mt. Pleasant Branch Manager for details:
Coleman Boulevard Branch (843) 832-7646 | Branch at Park West (843) 486-1203

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Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. National Credit Union Administration, a U.S. Government Agency.

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Additional coverage up to $250,000 provided by Excess Share Insurance Corporation, a licensed insurance company.

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