The people here are awesome. I had an issue with my account a few months ago and Jamie was able to…read moreresolve it very quickly. Even though I live an hour away I transferred all my accounts to this branch specifically because of Jamie. Even my safe deposit box. I am a forever customer. Keep up the great work!

I spoke with Jennifer at the Monona, Wisconsin BMO Harris Bank today to discuss making a deposit to…read moremy HSA account for 2018. I wanted to make the transaction easier by calling in advance and having the forms ready for me to complete when I arrived at the branch. Jennifer wasn't willing to do that until I arrived to make the transaction face to face. She said she didn't know what I wanted to do, or how much I wanted to deposit, in spite of me telling her exactly what and how much. I asked to speak with the HSA specialist. She told me I could call the main BMO Harris number. I asked her for the number. She told me it was on the BMO Harris website, so I asked her again if she could please give it to me. Before I ended my call with Jennifer I asked once more if she could please have the forms ready for me to make the deposit to my HSA account. She declined. I called the main number to BMO Harris, and was told I would be able to make the deposit in person, or by mail, but that in person would probably be easiest because they could print out the forms for me at the branch. While running my errands I saw that there was a BMO Harris bank in Madison on Fish Hatchery Rd., and hoped that someone there might be more helpful. I went to Justin, a teller, who said he could help me make a deposit to my HSA account and designate it for 2018. He took my check and made the deposit. I asked him how I could be sure it was designated for 2018. He said he had no idea, and referred me to Aaleyah, the banker at the desk. She was not sure how to designate the deposit for 2018, either. I mentioned that I spoke with someone on the phone and that there was a form to complete. She called the help desk phone number and searched a website at the same time, looking for this form. She could not give me an estimate about how long it would take her to find the information or forms. I asked if she could talk to someone else at the branch, who might be able to help her. She said the manager had left for the day and the HSA specialist was on vacation this week. Her colleague, Rebekah, came over and together they found the form online and downloaded it for me to complete. They did not know how long it would take for the form to be processed, but said that I had until April 15 to get it done. This is true, provided I wait until then to file my tax return. I am ready to file my tax return now, and waiting until April 15 is not acceptable. When I arrived home I called to confirm that the deposit was made into my account and designated for 2018. The person who answered the phone was not familiar with how that worked. I had to ask her to call the HSA specialist to get this information. She did, and came back to tell me that once the form I completed at the branch was received and processed, they would re-designate the funds for 2018 as indicated on my form. She wasn't sure how long it would take for it to be processed, but suggested I call back in a week. Because I want to know where and how my HSA funds are being invested, I thought it would be wise to get signed up for online banking. I was transferred to that department and waited on hold for 20 minutes before I decided it wasn't worth my time to wait any longer. I am disappointed by the series of unfortunate interactions I've had with BMO Harris today. Frankly, my first experience with Joanne at the Monona branch when I opened the account in November was not any different. I am surprised by how totally uneducated the bankers are regarding these accounts. I have not had one person who had any reasonable knowledge about, at very least, how to do transactions for HSA accounts. I have educated myself about how they work and what are the maximum contributions, along with any potential tax benefits now and in the future. I expect the bankers to have some basic knowledge of the product they are selling, and the BMO Harris bankers I came in contact with today have nearly none. Now that I know how easy it would have been for Jennifer at Monona to have the form printed out for me, I am even more disappointed with the lack of customer service she provided. I felt I was putting her out by asking her to have these forms printed in advance, and if she would have agreed I would not have gone to another branch hoping to find friendlier service. I hope this message can be used as a teaching point for the bankers in the Madison and Monona, Wisconsin area. I would not hire any of the BMO Harris employees I came into contact with today. Sadly, I tried to submit this message directly via the BMO Harris website and I got an error message: Please do not include any special characters including '[] {} \ (symbols for greater than and less than, not allowed in yelp reviews) & *_'. I do not see any of those special characters in this review. But it is poetic that the one last interaction I attempted to have with BMO Harris today also failed.

Always friendly Somebody always greets me as I enter. Their…read morecustomer service is above & be beyond all others. Fun, business supporting fact: The Monona Dr. Branch serves Root Beer, in honor of the A&W that once stood at that spot.

Since merging with monona Bank, I am very unhappy. The new app sucks. And repeatedly, credit…read morepurchases (no fraud here nor overbalances) are denied due to possible fraud...purchases made repeatedly for the same amount for months (eg, doctor copays). This is not acceptable. Monona bank was great. Lakeridge sucks.​​

Monona State Bank has excellent customer service; they go above and beyond!…read more I opened a checking account with MSB back in high school and have been so satisfied with them that I've brought all of my banking needs there. I've had/have a checking account, savings account, mortgage, line of credit, credit card and an IRA through Monona State Bank. They are so versatile and cater to my every need. They make every process seamless (especially with on line banking) and most importantly, they keep me up-to-date every step of the way. My personal banker, Lisa, is always there when I need her and goes out of her way to make sure she has picked up any balls that I have dropped (and I drop my fair share!). She's also the first to say hi when I walk in the door, and makes me feel welcomed! It's nice to have the 'small town' feel, where everyone knows you when you walk in and welcomes you to the family. My mortgage lender, Micha, is the best! She helps me focus on the bigger picture and keeps my best interests in mind when researching payment options, re-financing, escrow, etc. She's extremely knowledgeable and is ahead of the game; I trust every piece of advice she gives. Micha came with me to the closing when I bought my first home - I was nervous and scared out of my mind and didn't know what any of the papers meant but Micha stepped me through them one by one and explained everything until I understood and felt comfortable with everything. I owe many thanks to Micha for helping me through that process. I met with a business loan officer, Ted, a few times to talk about business opportunities and what the markets are like - Ted was very professional and knowledgeable. He was able to bring things to my attention that I would have never thought of, and was able to lay out a plan of the next steps to take. Someone who goes the extra mile to make sure you're headed in the right direction and is looking out for you during the process is so valuable. I can't say enough positive things about Monona State Bank, they are the epitome of what a bank should be. I'll be a customer for life!

I have 2 business accounts and a personal account with WF. When calling you get a mile long phone…read moretree then eventually get a person who can't help so then get transferred to someone whose second language MAY be English and the info about the account you called about needs to get started once again. No chat, no real service.

I personally worked as a teller at this location and can confidentially suggest you stay away. I…read morevalued my work here and believed in the dedication to the clients, however despite being the highest performing teller in the region (to the point of being personally asked to train others in regional conference calls) I was let go. The release was messy as well. A banker and another teller had unfortunately failed to properly complete closing procedures and both signed their names stating they had. When the conversation was brought up both individuals stepped forward and took accountability. A few days later the district manager would arrive to alert me that I was to be let go, as I was scheduled during the shift that the other two individuals failed closing procedures during. The district manager had no information related to the reasoning for my termination but recommended contacting HR. Human Resources did a deep dive and notified me that on record I was terminated solely for "falsification of documentation." I asked a current working employee to send me an image of the closing check list which they provided, and it did not include my name. My belief is that the branch manager saw an opportunity to remove the highest paid hourly employee and jumped at the chance, meanwhile Human Resources didn't do their due diligence and ask for proper documentation during the filing of the termination.

Tried to transfer my senior mothers IRAs to Schwab, but it didn't go well at all. Called local…read morebranch in Middleton but number goes to a national call center. Attempted to make an appointment to meet with them but apparently the call center forgot to tell the local office we were coming. Got there and they had no appointment scheduled and really didn't want anything to do with us. We waited a while but after no one really wanting to help us we left. Major disconnect between whoever takes the calls and schedules the appointments. Walk ins clearly aren't wanted or accepted so don't even try.

Probably the best kept secret in personal banking. You will not find a better personal bank…read more Checks are free. On-line banking is top notch. Free OFX connections which give you the state of the art web interface. They pay all my ATM fees regardless of how much or from what bank. I never get charged fees for anything. There is no minimum balance. You get a brokerage account when you open a checking account so you can buy stock or funds if you want but its not required. You can even open multiple accounts and have them linked together which is very helpful if you have personal and business transactions. Best of all, the people at the Middleton branch are terrific. Christine will know who you are and help you with anything regarding your account. She will greet you by your first name when you call. While they provide most banking activities, they cannot cash checks or take cash as a deposit. But keep in mind you can use any ATM for your cash needs and get reimbursed for fees.

This bank used to be great. The merger has made it a train wreck. Tried to close my accounts today…read moreso I could go to a different bank and they said I couldn't since I've had recent activity on the account. The merger completely screwed up this bank and all its clients. You can't even consistently access your online banking anymore. Even customer service has taken a down turn, not surprising as it seems many clients are running from this bank.

I will never go back to this place and here is why: When I…read moreagreed to sign up for an account the person I was working with started asking me about old addresses and phone numbers. After the 4th address question I asked her if she was running a credit check and she informed me that they do a consumer report. The reason for my upset was that the addresses and numbers she was asking me about were from my soon to be ex husbands accounts and she NEVER told me before hand that they would be asking about those things. As a now single full time working mother it was a slap in the face I didnt need. I dont blame her for doing her job but the lack of communication is less than desired where money is involved. There were other things that put me off if the 20 minute encounter but that was the major thing. I would NEVER trust this bank with my money.

Cherie Gon is top shelf financial advisor. Not only do my finances feel secure with her sage…read moreinvestment approaches, but she goes over the top with helping for life planning. Reminders without badgering and patient with having to re-explain nuance. Strongly recommend her services!