"I have accounts at multiple banks in Sonoma County, but the only one where I feel truly welcomed and known is Summit State Bank in Montgomery Village. They deliver outstanding customer service and a personalized banking experience. This personal touch is unparalleled in town, and it means the world to me. Marbin Morales, the manager, and his staff, provide exceptional customer service. I cannot recommend this bank enough, especially for business account holders like me."
"Summit State Bank has been a great community bank for us, and their staff has gone above and beyond their already superior customer service. As a nonprofit, we are also fortunate enough to participate in their Nonprofit Partner Program, which has been beneficial to our organization and our low-income senior residents. Kathy Moore, the VP Branch Manager, and her staff have been an integral part of our banking experience, and it's who we reach out to time-after-time."
"I can't possibly say enough great things about how Summit handled this whole PPP situation. Every single member of your team has been awesome along this journey. You are absolutely getting all my business. I am in the processing of moving my operating account from the bank I have done business with for over ten years – who I still have not heard from. If you ever need a testimonial from a small business owner, I will be there for you, just as all of you have been for me."
"I wanted to take a few minutes to acknowledge you and your exceptional team at Summit State Bank. I wanted you to know how much we appreciate the camaraderie and service that your team provides for us. I think it's rare that bankers express the kind of customer support to the degree in which you and your team deliver it. We are very grateful for everything you do for us and wanted to say a great big THANK YOU!!!"
"My husband and I have a small business in Petaluma and have been with Summit State Bank for the past 4 years but have known Kathy Moore and Lucy Pelayo for many years. These two women along with the rest of your staff are extremely professional, helpful, and friendly. Whenever we have questions or need help, they are so quick to assist and with genuinely happy attitudes. We look forward to long-term relationship with Summit State Bank."
"Thank you to the entire team at Summit State Bank. As our small family business and employees have been impacted by the crisis in our community, we were comforted by our bank representatives who walked us step-by-step through how to navigate and take advantage of special loan programs. The personal touch during this time of need made all the difference in helping us secure the livelihoods of our staff and families."
"Summit State Bank has become a unique resource for my businesses by offering personal service with actual people to talk to, favorable banking products and loans and sufficient technology. The banking industry has become increasingly consolidated and less consumer friendly over the last decade, so finding a bank that still values a relationship has been instrumental for myself and many of my clients."
"I visit Summit State Bank in Montgomery Village Santa Rosa almost on a weekly basis. Each time I visit Summit State Bank to make deposits, I am always greeted with a smile by a helpful teller or branch manager. Everyone is so friendly, helpful and the service is excellent. I'm in and out of the bank within minutes. Thank you Summit bank for your friendly services!"
"I have been a customer at Summit State Bank for 10 years now and they have truly been a trusted partner in my business growth. The branch team is responsive, and I feel well taken care of. Their process is always clear and easy to navigate especially in recent times as all businesses have faced the challenges around the pandemic. I look forward to many more years together. Thanks for all that you do."
"I am so happy with Summit. Everyone has always been so friendly and efficient. I feel like a queen when I stop in. Even though I am a micro business, I get the VIP treatment. The loan department assisted me with a PPP loan and forgiveness application. I can't imagine banking anywhere else. Summit is the best!"
"We moved our business banking to Summit almost a year ago and have had the best experience. The customer service has been exceptional from everyone in management and operations, to the amazing staff in the Petaluma branch. It is apparent relationships are valued and clients are appreciated!"
"Friendly staff that know your name and are always very customer oriented and knowledgeable. I never have to wait in line or for any transactions. The web site is easy to navigate, and my experience with all my banking from line of credit, business account and IRAs have been perfect."
"My husband and I have had a checking account at the Healdsburg branch for over 15 years. Everyone working at this bank has a great personality, sense of humor and knows how to get the job done. I would recommend this branch to someone if I were asked about a good bank in Healdsburg."
"The staff and management at the Summit Santa Rosa Bicentennial branch are the most friendly, attentive, and professional group of individuals I've dealt with in all my years of banking experience. They truly make you feel like you're a friend when you walk in."
"As a non-profit that is constantly striving to have partners we can count on, it's nice to know that Summit Bank is there for you. They truly want to help your organization not only survive but thrive, especially during challenging times."
"Thanks to Summit State Bank for doing your best during these crazy times. I know it hasn't been a smooth or clear process, but I appreciate your support. So happy I bank locally with a responsive, supportive team!"
"Thank you again for all of your help in getting my loan approved. I'm incredibly impressed, grateful, and indebted to you (no pun intended) for the professional and timely help. So quick."
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Summit State Bank will never phone, text or email you to request private information such as account number, social security number, card number, or password. Do not respond to requests for such information.
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Summit State Bank will never phone, text or email you to request private information such as account number, social security number, card number, or password. Do not respond to requests for such information.
When logging in, you may be prompted to use a one-time code, in addition to your username and password. This code will be communicated to you through either an automated voice call or a text message.