Heritage Bank

We're thrilled to announce our third upcoming Volunteer Day on September 18! This is our chance to come together as a team and make a real difference in our communities. Whether it's helping at local shelters, cleaning up parks or supporting food banks, there’s something for everyone to get involved in.

Reminder: All locations will close at noon on September 18 and will not reopen. We will open at our regular time the following day. We have taken all necessary measures to ensure minimal disruption to your banking experience during this time. We will have limited customer service staff available to address any immediate banking needs, online and mobile banking services will continue to be available, and our ATMs will remain fully operational.

We'd like to congratulate Tamara Brown, one of our relationship banking officers in Portland, for being honored by the United Negro College Fund (UNCF) as an Outstanding Corporate Leader of the Year. She will be recognized this Sunday at the 2024 UNCF Each One Teach One Luncheon. Way to go Tamara!

Our Everett, Mukilteo, Mill Creek, Shoreline and Lynnwood branches are accepting art supplies through the end of July for the Boys & Girls Clubs of Snohomish County! They're looking for things like markers, chalk, bubbles, coloring books and more.

We’d like to extend our deepest gratitude to Jeff Deuel who served as CEO of Heritage since 2018. With a commercial banking career spanning an impressive 42 years, we celebrate Jeff as he embarks on a well-deserved retirement.

Your remarkable contributions have shaped Heritage Bank into what it is today, and we are profoundly grateful for your guidance and passion. We wish you all the best in the future!

We are excited to announce that Bryan McDonald has been named CEO of Heritage Bank! Bryan joined Heritage in 2014 and has been in the banking industry for over 30 years. He succeeds Jeff Deuel, who states, “Bryan's knowledge of the communities we serve, his professional reputation in the industry, and his leadership experience within the Heritage Bank family will ensure a seamless transition."

We look forward to an exciting future of innovation, growth and leadership with Bryan. Join us in congratulating him and celebrating this new chapter!

Read the full press release: https://bit.ly/3XZKVTW

🎉 Big News! 🎉

The Washington Bankers Association proudly welcomes our founding five to the Bankers Care Initiative: Bank of The Pacific, Heritage Bank, HomeStreet Bank, Kitsap Bank, and Sound Community Bank!

These banks are not just about business; they're about caring deeply for our communities. Through innovative services and community engagement, they're redefining what it means to be a true partner in progress.

A huge thank you to our pioneers for their commitment to making a difference.

Cash flow management is vital to a nonprofit’s core function of being able to effectively deliver social services to their communities. If they run out of cash—no matter how important or successful they are in helping their clients—they’ll cease to exist. Here are some strategies to help you effectively track your nonprofit's finances.

Tips for Improving Your Nonprofit’s Cash Flow - Issuu Nonprofit organizations are created and operated for a collective, public and/or social benefit and have typically been granted tax-exempt status by the IRS. They use their cash surpluses (anything that exceeds expenses) to fulfill their mission, in contrary to an entity that operates to generate a....

We're excited to announce the launch of our new Business Resource Center, your go-to hub for valuable tools, insights and resources to fuel your business' success! Whether you're seeking guidance on strategic planning, marketing strategies, financial management or industry trends, the site has what you need to thrive in today's competitive landscape. Click the link below to check it out!

Business Resource Center Your comprehensive one-stop-shop for tools, templates, guides and expert advice tailored to optimize financial management and growth strategies for your business.

Customer United Metals Recycling is more than a scrap-metal recycler; it's part of an extended family of nine companies largely focused on directing materials away from landfills and back into productive uses. Read more about their daily operations as well as their recent expansion into tire recycling: https://bit.ly/4bEdPNB

Key business drivers are resources and activities that drive the operational and financial performance of your business. Identifying and monitoring them will help you track what’s happening and trigger red flags for when remedial action is needed.

Banking Business Q4 2023 Banking Business from Heritage Bank brings you news and stories to help you maximize the financial success of your business.

Heath’s career—and life—could have looked a lot different. From dreams of playing in the MLB to becoming an Emerald City Smoothie franchise owner to now leading the Heritage commercial banking team in Tacoma…his diverse journey showcases the power of following your passions and embracing unexpected opportunities. Read his full story: https://bit.ly/41oRDCq

There’s no better way to spread cheer during the holiday season than by supporting our favorite charities and nonprofit organizations. Unfortunately, scammers love to take advantage of our generosity during this time. Before donating, remember these tips:

> Search online for the cause you care about
> Check out the charity’s website
> Find out if the fundraiser and the charity are registered
> Check if the donation will be tax deductible
> Don’t donate with a wire transfer or gift card

We have tons of resources available on our website on fraud prevention and how to keep your information safe: https://bit.ly/4amz9qu

Let's show everyone why we're the best in the South Sound! Vote Heritage as Best Bank by January 12! https://bit.ly/48hUqQ0

From now until December 15, our Mill Creek branch is accepting toys and youth winter clothing (all ages) that will be delivered to the Christmas House (supported by the Boys & Girls Clubs of Snohomish County). Then in December, when the store opens, volunteers will help qualifying families shop for free gifts so each of their kids has a magical holiday season. 🎁✨

Learn more about the Christmas House, items needed and where to find a collection site on their website: https://christmas-house.org.

Happy Halloween from our creative bunch! 👻🎃🍬

Our commercial banking team in Vancouver is dedicated to helping clients of all sizes—from the small coffee shop down the street to the multimillion-dollar affordable housing project. Get to know the team, what they specialize in and how they support the community when they're not in the office. Read the full story: https://bit.ly/45JOQnS

Today marks the 10th year celebrating Oregon Community Bank Week. As a community bank, we are deeply rooted in our neighborhoods and understand the unique needs of our local businesses and families. Our bankers live and work here too—just like you. They know your names, faces and stories, making banking a personal and friendly experience. We invite you stop by any of our locations (whether in Oregon, Washington or Idaho) to get to know who we are and how we're dedicated to your financial success.

Read the latest issue of Banking Business! https://bit.ly/46rFsX9

In this issue, we focus on some of the fundamentals, like easy ways to keep track of your finances, identifying your key business drivers and automating lead generation for a more effective marketing strategy. El Centro de la Raza's executive director, Estela Ortega, shares how the organization got its start and what it's doing today to fulfill its mission of unifying all races. Plus, we talk about the dangers of trusting text messages from your bank, red flags to watch out for and what to do if you fall victim.

To wrap up , we want to give kudos to Kerrina who was recently promoted—and rightfully so. She's not just a member of the team, she's a mentor and role model to those who work with her. Her knowledge, patience and ability to find solutions in the most challenging situations have earned her the respect and admiration of everyone at the bank.

Today, we'd like to appreciate Esther, one of our senior customer service representatives. She is often the go-to when there's a language gap, making the customer's experience smooth and hassle-free. Both customers and other team members find comfort and satisfaction knowing Esther is there to help. Her unwavering dedication to inclusivity and understanding is truly commendable.

For an incredible 33 years, Sandy has been the heart and soul of our support specialist team, providing exceptional customer service day in and day out. Her dedication, expertise and unwavering commitment to our customers have not only set the gold standard for service but have also created countless memorable experiences for those she helps.

Today, we are shining a well-deserved spotlight on a member of our support team, Shelly. She recently played a pivotal role in researching a potentially harmful fraud attempt on one of our customer's bank accounts. Her unwavering vigilance and quick thinking not only helped prevent a significant loss but also reinforced the trust our customers have in us.

To kick of , we'd like to recognize Nicole, one of our support specialists. She's the friendly voice on the other end of the line, the problem-solver behind the scenes and the go-to expert for all things customer service. She's received several kudos for going the extra mile—and always with a smile on her face!

A new section for the magazine, the Industry Profile focuses on niche markets and provides an in-depth analysis of trends, challenges and innovations plus industry-specific tips and tricks. In this issue, we take a look at businesses specializing in manufacturing.

And don't forget! You can read all issues of Banking Business here: https://issuu.com/heritagebanknw

Banking Business Q3 2023 Banking Business from Heritage Bank brings you news and stories to help you maximize the financial success of your business.

What an incredible day of giving back! Our second bank-wide volunteer day last Wednesday was a huge success, thanks to the enthusiasm and passion of our amazing teams. They painted houses, repacked food, cleaned up community spaces, built furniture, sorted donations and everything in between.

The day could also not have been possible without the 50+ organizations who graciously opened their doors to us. Their dedication to our communities is truly inspiring, and we’re honored to have had the opportunity to collaborate with them.

In the world of nonprofits, having a supportive banker who understands your unique financial landscape and is willing to explore creative lending options can be a game-changer. Check out this article where we delve into the benefits of having a banker on your side and why their knowledge in specialty lending options is vital for the success and sustainability of your nonprofit.

Banking Business Q3 2023 Banking Business from Heritage Bank brings you news and stories to help you maximize the financial success of your business.

We're just two weeks out from our second bank-wide volunteer day! Our teams are ready to roll up their sleeves and spend a few hours making a difference. Because we're not just about products and services. We're also about building a stronger, more compassionate community.

Reminder: All locations will close at noon on September 13 and will not reopen. We will open at our regular time the following day. Read more about the event and what to do if you need help during that time: https://bit.ly/3QqFTfl

It's great when you get that "light bulb" moment and are inspired to create a new product or service. Unfortunately, inspiration doesn't always strike when you need it to. To come up with something new that solves a need for a specific market, there are a few places you can look. Read the full article below.

Gaining Inspiration for New Ideas - Issuu It’s great when you get that “light bulb” moment and are inspired to create a new product or service. Unfortunately, inspiration doesn’t always strike when you need it to, like when you’re thinking of ways to invigorate your business with a new idea or simply trying to run your business. T...

There was a lot to celebrate last Thursday. Heritage made both the Washington's Best Workplace list ( #18 X-Large Company) and Portland Business Journal's Best Places to Work list ( #2 Large Company)! These awards reflects our commitment to creating an environment where everyone can thrive and grow. Because we believe that a happy and motivated team is the key to success. 🏆🌟

Congrats to all the winners!
Washington: https://bit.ly/3QRpOPV
Oregon: https://bit.ly/3ONbbur

We still have a couple more months of decent weather in the PNW. Farmers markets are a great way to get outside, connect with your community and support local businesses. Here are seven markets to visit this summer: https://bit.ly/3s5O3zD