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Exchange Bank

3.1 (7 reviews)
Closed • 9:00 am - 5:00 pm

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Personal banking

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4 years ago

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7 years ago

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7 years ago

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Ask the Community - Exchange Bank

Poppy Bank

Poppy Bank

(24 reviews)

The staff is knowledge, friendly, they dress well and always make me smile. The branch looks great!read more

I own homes in Sonoma County and San Mateo, PB just opened branch in Burlingame- I drive by often…read moreToday I entered main SR Branch with intent to open basic checking and a 4 step CD ladder. I presented all required forms of identification and certified funds from my previous major money bank, Eg - chase or Wells Fargo. Upon entering , tellers were nice enough and said wait for a banker, ok - I'm patient, short wait. Now person greets me as the assistant branch manager, asks what can I do for you. Somehow he and another staff member couldn't decide "who" can help me. I decided to sit with the staff member not the assistant manager who was completely confused when I asked about titling the name of account to my living trust - guess what he called the assistant manager who pawned me off of the staff banker to get his answer which was nearly disrespectful very curt in the negative. PB outsources debit and credit card fulfillment to another banking partner, I know this. Really pissed in the manner my Potential PB banker told me ". You'll have to wait 2 weeks plus for a basic atm card. They took my social and wanted to give a credit card though, I declined the offer. Maybe PB is better with commercial and SBA loans , Note I attempted to open basic checking 6 months ago and left the branch due to no attention. Drive to bank with new Benz I own, have large certified funds , walked in looking like a dead head hippie . Guess I'm not the client PB is looking for. Executive leadership tip- if you're paying for branch management' training ( they are a newish bank) make sure to include emotional intelligence factors. Guess my pittance of $ goes to another FI . That means Financial institution in regulatory speak. In fairness they are a OK retail bank for the most consumer needs. If that's you - better choices than PB. Done, mike drop

Exchange Bank - banks - Updated June 2026

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