Kelli Montei - Heritage Bank

Heritage Bank serves customers like you. Your neighbors. The couple who owns the storefront across town. The customers we serve bring their unique heritage—and unique needs—to our bank. To help our customers achieve their goals, we offer a complete array of banking services and tools for businesses as well as individuals. Our focus is on our communities: helping customers in our local markets build their heritage.

Since 1890, Banner Bank remains committed to being the best provider of financial services in the West. Throughout our history, we’ve focused on delivering competitive financial services to the clients we serve. Our motto, ‘Do the right thing,’ is much more than a slogan at Banner Bank. It’s truly what we expect of our employees and one another as colleagues. Banner Bank is heaquartered in Walla Walla, Washington, with locations throughout Washington, Oregon, Idaho and California.

Heritage Bank is dedicated to empowering individuals and businesses in its local communities through a comprehensive range of banking services designed to meet their unique needs. With a focus on relationship banking, the bank emphasizes client management across various sectors, including nonprofit, technology, healthcare, and sustainability. Jess Daly, a Relationship Banking Officer at the Portland branch, is committed to fostering strong relationships and helping clients achieve financial success. Outside of her professional role, she is actively involved in community initiatives, offering financial literacy education and supporting local charities. Generated from the website