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Banner Financial Services

5.0 (6 reviews)
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Logix - Thousand Oaks Branch

Logix - Thousand Oaks Branch

(86 reviews)

After 12 years of consistently good service at the Thousand Oaks Logix branch, I'm shocked at how…read morebadly things went during a recent visit. My mom and adult daughter--a long‑time customer--came in for a simple appointment to open a new joint account. What should have taken minutes turned into an hour of condescension and obstruction from the teller, Chris. Instead of helping them through a routine process, he questioned their ability to "manage the account," spoke down to them, and dragged out every step. These are two fully capable women who have handled their finances for years, yet they were treated as if they were incompetent. The tone was dismissive, patronizing, and frankly humiliating. It wasn't until I left work and came in myself--calm, direct, and simply insisting the account be opened--that anything actually moved forward. Only then did Chris suddenly become able to do the job he should have done from the start. The whole experience felt disrespectful and unnecessary. After more than a decade of loyalty, this was enough to make me ready to take my business elsewhere. If you value being treated with basic respect, be cautious about using Logix Credit Union.

Logix is phenomenal! First rate and personal service! When you call, an actual person answers the…read morephone. When you walk in, there's even a concierge! The banking is amazing. Best Bank I've ever banked at. They also have the best interest rates around.

Bank of America Financial Center - Storefront

Bank of America Financial Center

(33 reviews)

I don't usually jump on yelp but since I've moved to Simi Valley I have been blessed enough to have…read moremet a very special Employee Jessel Ceccaldi who always goes the extra mile to make sure that her clients are taken care of!. If shcan't help me at that moment she will make an appointment for her customers to make sure that they have all the information and knowledge about their accounts ! I was about to switch banks due to another customer service representative who unfortunately left me without access to my funds while on vacation with my children! But Jessel was able to correct the situation and went above and beyond for me to make sure I was protected for any further situations! If you want to feel comfortable with your accountant use this B of A and ask for Jessel Ceccaldi!

EXCELLENT AND ABOVE EXPECTATIONS what went well you ask? Everything!! I want to give great big hug…read moreto Sabdi for helping me . It's tax time , my cpa needed statements from a closed account last tax year as we were paperless at the time . The cochran branch closed the account then says "oh soooo sorry the statements are gone" wtf!! They never gave us an opportunity to print them first!!' I've been trying to get them for a year mailed through CS . i wished i'd have saved all that headache and just came to this branch . Friday AM .. i made appointment . Greeted at the door . Two tellers , no lines last appointment leaving while i'm walking in.. great no wait , how can i help you " i need 1Q2024 for one account that we closed due to ID theft on my husband. " "Sure !" Have a seat in my office ... and within 10 minutes i had printed statements . Sabdi was perplexed why the other branch wouldn't help! Thank you Sabdi for being pro active . You probably saved us from having to pay taxes since i have that quarters expenses ! Much love!!' I also needed a notary however she was on vacation- we'll come here next time . but Sabdi did try to get an appointment for me at cochran and they refused again (not knowing i was already on their list as a back up plan) . They told her no can do. "All full at the inn" But sabdi reminded me that AAA offers the service. I ended up there within 10 min again I had my notary paperwork completed and since we are AAA premier members notary was free! Thanks again for this tip Sabdi. Now if my cpa has as much good news that will make the smoothest "paper work Friday" ever!

Banner Financial Services - mortgagebrokers - Updated July 2026

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