There was sunshine over Downtown San Mateo the morning I walked into Wells Fargo, and by the time I…read moreleft, I felt the experience matched the day. A phone customer service error had unexpectedly closed my 13 year old account, so I came into the branch hoping someone could help me sort everything out. On my first visit, I had the pleasure of working with Eric Lima Santana. He was kind, professional, and took ownership of the situation right away. He helped me open a new account and made sure a formal complaint was submitted regarding what had happened. When I returned, I worked with Richard Lee, whose patience and professionalism were truly remarkable. He took the time to explain everything, answered every question, and never made me feel rushed. He turned what could have been a frustrating experience into one that left me feeling valued as a customer. What really stayed with me, though, was the atmosphere throughout the branch. It is clear that this kind of service starts with great leadership, and Branch Manager Louis Deeb has built a team that genuinely cares about the people who walk through the door. About six months ago, my mom came to live with me, and I had been wondering which bank would be the right fit for her. During my visits, I watched how the staff interacted with their senior customers. Every person was treated with patience, kindness, and respect. Those moments spoke louder than anything else. I realized this was exactly the kind of branch I wanted for my mom and for myself. Anyone can provide good customer service when everything goes according to plan. The true measure of a team is how they respond when something goes wrong. Eric, Richard, and Louis turned an unfortunate situation into one that restored my confidence. Thank you for reminding me that exceptional customer service still exists. This branch has earned my trust, and I would gladly recommend it to anyone looking for a banking team that truly puts people first.

I've been coming to this Wells Fargo branch in San Mateo for quite some time, and I've always had…read moresuch a positive experience with the branch manager. He is genuinely a very caring, kind, and professional person. What I appreciate most about him is how human he is. He really listens, takes the time to help, and always treats you with respect and kindness. You never feel like you're just another customer. I've had nothing but good experiences with him, and I truly appreciate the way he treats people. It's always a pleasure seeing him when I come into the branch.

I give chase bank about 3 out 5 because they reversed loss coins and they are so stupid to give out…read moreloans to people who have money problems

I very rarely leave reviews but my in branch experience was so awful today. The teller I worked…read morewith (Jena) was rude and extremely unhelpful- I'm not sure why as it was a simple deposit. With no other customers there - she appeared upset and angry at the basic questions I had in relation to a deposit. I would rather drive an extra 15 minutes to any other branch than deal with that level of service again from her. What an awful customer service experience.

Writing on behalf of my mother, Lee-Anne and the staff did exemplary work and demonstrated…read moreprofessionalism in helping my mother with her financial inquiries.

I am treated as though I am the most important person who ever walked through the door. I went in…read morerecently with an idea of additional needed banking services. Three people, led by Theo Tam, worked out a better way to meet my needs than my idea. There was work to do on my part to renew my expired Fictitious Business Name which they told where and how to do that. Great! I didn't have to figure it out. Now everything is done. Terrific.

We've been Provident customers for many years now. Had a great experience with Norma getting our…read morenow-teenager set up with youth checking as she steps into greater responsibility with her own finances. Glad to have Provident as a partner in this.

Norma was incredibly helpful with getting my cards reordered after I unfortunately lost them! She…read moretook action immediately and precisely to make sure all necessary documentation was taken down and that the matter would be solved quickly. Very appreciative!!

I am writing specifically about the Bank of America location at…read more300 South El Camino Real in San Mateo. And, I am writing specifically about the employee named Aracelli ( I believe she is in a managerial position). She is absolutely amazing in her expertise, her kindness, and her ability to deal with the public. She has always been able to handle any concerns I've had, no matter how small or complicated. All the employees there have been helpful to me, but Aracelli stands out in every aspect. I really feel I can count on her to "walk me through" anything I have questions about.

You can see from all of the low ratings on Bank of America branches around this area that my…read moreexperience is common. I am surprised, but then again, I'm not. Having been with BOA for more than 30 years, I've seen this bank lose its sight when it comes to serving its customers. Don't put your money in this bank. The service is terrible, and the people working there are unhelpful. Their internal systems and procedures are old and out of date. Their bankers are only trained in one area of business, and they proudly claim to be specialists. What this really means is that they can't help you with multiple disciplines like the old bankers used to do. If you say the wrong keyword, the reply will be, "Oh, that's not my expertise. You need to make an appointment with another 'specialist' for that." Are you a bank or a hospital? Don't bring your money here; you will regret it. Don't say I didn't warn you. Just read the reviews and feedback. This bank has lost its way. It's just terrible. Oh, by the way, they don't serve walk-in customers. The esteemed "Mr. Dr. Banker" can only see you by appointment. And if you are late by one minute, good luck trying to keep your appointment..

Just had the most wonderful thorough professional experience refinancing my two cars with Terry…read moreZhang in lending services at Monterra Credit Union. The entire transaction was done seamlessly made possible working with Terry. He knew details immediately, presented solutions, and finished the process quickly and confidently helping me save thousand on car payments. If you don't like hassles and want the best customer service, best price, professional attention to detail, and do not want to waste time then use Terry Zhang at Monterra Credit Union. They have the best rates and are very easy to work with.

Amazing customer service done by Terry Zhang!! Ask for him if you're applying for a loan. He made…read morethe process go smoothly and efficiently. I've been a Monterra member for a few years now and he introduced me to benefits I didn't even know I had. At the end of the day I am a very happy and satisfied Monterra customer thanks to Terry. Keep up the great work Terry. Thank you.

I deposited a check through the app and after 2 days the check was placed on hold and will be…read moreavailable after 10 days. The client who wrote the check is a Trustee Lawyer and the check is from Chase. B of A kept me for over 1 hour after that the customer service put me on hold for me to talk to the manager and came back and said, the manager is busy so I will put you through another manager, waited for over 1 hour and no one ever came. Called again and the California Rep. Briana P. informed me that it is customary to put holds and it will last over 10 days to secure money from Chase which makes me believe Chase is going under like Silicon Valley Bank. 3 hours in total and no resolution.

I love it here!! I always end up going with the teller Shatabdi (I hope I spelled it right), she's…read morealways so nice to me. Araceli is also really nice and helpful. I don't feel stressed at all coming here, I don't know what people are talking about, just chill!

I was a loyal customer with Union Bank for over 30 years. US Bank did not honor the commitment for…read morea free safe deposit box due to the large balance I kept with my 2 accounts. I understand. What I had a problem with is that I received a bill with a late charge. I had not been notified that there was a change to my account. I had not received an original bill for the box either. I called the branch and made an appointment to talk with a customer service rep. She called 30 minutes before the appointment time and I had to leave a meeting to speak with her. I explained the issue and she said she didn't have the authority to help. I was only asking for them to reverse the $10 fee due to their multiple errors in notification. I asked for a name and number of someone who did have authority. She said she had no name but I could call the general customer service number. They wouldn't say anything different and they would not help either. I asked what was involved with cancelling the box. She said I would still have to pay for a whole year, there would be no prorate.

Staff is incompetent. Waiting two weeks just to open an account. Will try the Foster City branch…read moreinstead.

This bank has been in my families for years. This is the bank my mom alway go to. She only wants to…read morebe helped by Ragine at the desk. She alway smiles at my mom and greets her. Lovely lady. She had always been helpful to us. If there are other tellers there, she wouldn't want to be with them just her. We recently met Rasa who is a banker. She is a lovely banker. She had been always helpful and friendly. Always concern with her clients. You need more people like this working for your team. Friendly and willing to help.

My child wanted to open a bank account after starting a new job, and we were assisted by Dylan…read moreunder the promotion (pretext) of $125 being credited to the new account after 5 transactions. After using the account for more than the required number of transactions, we went back to the branch office to inquire about the promotional credit because it never appeared on the balance, and were told we needed to use some sort of promotional code that can no longer be retrieved and that the promotional code needed to be entered within some random 15 day period that had already elapsed. NONE of this information was provided by Dylan (the associate at the counter) at the time the account was opened. None of the confirmation emails and notifications indicated a code of any kind. Judging from other reviews I am seeing here, this bank has a track record of scam promotions with shady "codes" and convoluted manual data entry time windows designed to dis-qualify people from receiving the advertised incentives. We closed the account and will go elsewhere. If you have a promotion, do the promotion.

I'm not a fan of this branch. The parking lot is in the back and entrance to bank is in front…read more The only ATM machines are inside the branch. No machines outside. You'll need your card to get inside after hours to access any machines.

Even though I've been here a few times in the past, it's still not my regular banking location. I…read morehad 3/25/24 Zoom meeting set up with Issa Kaleh based on recommendation from Officer Relationship Banker (Saltanat Mambetova) from 3590 S El Camino Real, San Mateo, CA 94403. I needed to open an IRA account for tax purposes. Logged in on Zoom and on time on Sat 3/25/24, but stalled in the beginning having waited on my mother to join our call. When that didn't happen and after repeated the follow up instructions with Issa that he'd email me the instructions to set up a Traditional IRA account online later that night, he didn't. Called him on the following Monday, promised me the same thing he'd email me pre-signed templates that day and he didn't until I called back two days later on 4/10 since my mom had deadline to e-file my tax by 4/15. I called him a second time to follow up that he clearly didn't know what he was doing and if he could assign me to someone else. Issa quickly apologized and reasoned that he was having computer issues and ultimately the reason for delay. Bull. I made it clear to him I did not live with my Mother and she didn't have a printer at home so to email the pre-signed templates was ultimately the quickest way to transfer the information and bc my mom was not tech savvy and did not know how to navigate the online banking, email would've been efficient. Instead of wasting everyone's time, all Issa had to do was say he couldn't mail a hard copy or email me premade template(s) in setting up a Traditional IRA account, versus giving me the run around. Issa's title on business card reads Vice President of Investments for Private Clients. With my experience, he could've been a bit more professional and transparent (Not sure how difficult it was to process a simple request I had!) Next day I take time off work to go to Fidelity (having remembered I had an existing IRA account) and all customer service had to do was print out a copy of my Traditional IRA account. That was accomplished within minutes, no hassle. I was even informed setting up accounts via Zoom calls was fairly new and suggested going in person was much more reliable. Immediately after my stop at this Fidelity location, I go to my regular Chase bank location and again, I was approached with some bullshit I needed to invest 100k to open a Traditional IRA. I didn't buy into this as I had initially put in much less to open a Traditional IRA account with Fidelity in 2019/2020. Made me realize Chase was only after the 1% commission had I invested 100k to open a Traditional IRA. Chase, as a private client of yours, you have always provided excellent customer service until this point. We can keep this relationship going so long as you fire all the incompetent bankers as needed.