Vancouver
Kelli Montei
Relationship Banking Officer
Contact
700 Washington Street, Suite 300
Vancouver, WA 98660
US
Phone:
(360) 597-0516
Specialties
- Commercial Banking
About Kelli Montei
Relationship Banking Officer
As a relationship banking officer, Kelli brings 30 years of banking experience and a client-first mindset to helping businesses and individuals achieve their financial goals. She specializes in developing long-term partnerships with commercial clients, working closely to understand their unique needs and providing customized banking services that support growth, efficiency and success. Whether navigating complex credit structures or recommending treasury management tools, Kelli is responsive, knowledgeable and committed to delivering value at every stage of the banking relationship. In her community she supports several organizations, including the East Vancouver Business Association, Greater Vancouver Chamber of Commerce and Ridgefield Chamber of Commerce. She currently serves on the board for NAPMW-National Association Professional Mortgage Women and is a CCIM Oregon/SW Washington member.
Maximize the Financial Success of Your Business
Merchant Services with Elavon
Heritage Bank has teamed up with Elavon to offer one-of-a-kind solutions that make it easy to accept all the payment methods your customers want to use, from anywhere in the world your business takes you.
Heritage Bank Community Development Entity
The Heritage Bank Community Development Entity finances businesses in economically distressed areas, breathing new life into neglected and underserved low-income communities.
Heritage Direct: Mobile Check Deposit
Skip the trip to the bank and deposit checks using our business mobile app, Heritage Direct.
Banking Business Magazine
A magazine for your business banking needs. Protect and grow your business as you navigate an ever-changing financial landscape. Banking Business is a free quarterly publication of Heritage Bank. As your banking partner, we are here to empower you with news and information to help you make more effective banking decisions.
About 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.
HeritageBankNW.comTo 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.