I found a banker that I really like and trust. He helped me figure out an investment strategy. I…read morewanted to yield higher interest so I went for the 7 month CD. My banker is very diligent in following up and I highly recommend coming in here and getting an investment education!

Subject: Formal Complaint Regarding Discriminatory and Unprofessional Treatment at Bank of America…read more26831 Aliso Creek Rd, Aliso Viejo, CA. 92656 Attention: Bank of America Head Quarter. To Whom It May Concern, I am writing to file a formal complaint regarding an unacceptable experience I had at your branch earlier today 06/20/2025 at around 11:50-12 noon. I arrived at the branch and was walking toward the correct line for teller service when another customer entered and went to the wrong line. Despite this, the teller served him instead of me, even though I was clearly in the proper position. When I respectfully voiced my concern and asked why this happened, it turned into an unproductive and heated debate. Instead of addressing the issue professionally, a manager came over and immediately escalated the situation by threatening to call the police, stating that I was "yelling." At no point was I being threatening or aggressive--I was simply frustrated by the unfair treatment and lack of explanation. I find this behavior deeply concerning. Threatening a customer with police intervention over a service complaint is not only inappropriate but feels like an abuse of authority. Furthermore, the dismissive tone and lack of accountability from the staff suggest discriminatory or power-based mistreatment. As a long-time customer, and a former Bank of America property Owner. I expected better. I am requesting a formal review of this incident, accountability for the staff involved, and assurance that proper customer service standards and anti-discrimination policies will be enforced at this branch. Thank you for your Cooperation.

We mistakenly visited this Aliso Viejo spot on a Saturday which to our surprise had so many people…read morein line...even curved away from the entrance. Thankfully, we didn't have any plans and so we were patiently waiting in line. There's a stand alone ATM inside and either 1 or 2 ATMs outside. They have a vault inside. Brightly lit and have a seating area on the right side of the teller counter. I miss those good old days when banks had candy machines. We came in to finish some business with one of the tellers. She was genuinely smiling and helped us with ease. So glad that we had a smooth and quick transition experience. I would suggest to this Chase bank to have some line formation or barrier (officially called a "stanchion queue;" it uses the movable posts with retractable belts) to funnel everyone who enters through the doors. You could feel the agitation in the air of people who had been waiting quite a while.

Zero customer service in the branch. Had a meeting to sign paperwork that admittedly, I had "30"…read moredays to sign (Sundays don't count so throw away four days). The person just said it's policy, wouldn't and/or couldn't explain why the policy exists when I questioned it, didn't have sufficient training to say "let me ask my manager if we can make an exception for a longtime customer with five accounts here"; note...I was only two days over said 30 days. I'd go less than one star if it was an option.

Good location and helpful associates. I needed to grab a cashiers check and had some basic…read morequestions relating to loans, and they were honestly very helpful with explaining where to find certain information on the app, as well as my options. The cashiers check process was also pretty straightforward and I was able to get in and out within 10 minutes without even setting an appointment. I think a lot of other banking institutions are moving to a model where there is less interaction with the associates and more electronic transactions, but it seems Schools First at least has a system in place that allows for the people interaction part and great customer support. It kind of reminds me of AAA, except AAA has ridiculous wait times for their in-person support.

Ileana was very helpful and knowledgeable she made everything smoooth and easy been here many times…read moreand always a great experience but Ileana went above and beyond THANK YOU for the assistance, help and information..

Ileana is a stellar employee! We had numerous questions about our accounts and her smiling, calm,…read moreprofessional manner was such a refreshing way to start the new year. She not only answered every question but went further to help us better understand of our account[s] features. Prospero Año Nuevo Ileana.

Always so helpful and I like that is is never overcrowded and there is much parking tooread more

Worst bank ever! We openned a new business account and they messed up with my other business…read moreaccount that caused it to be deactivated. Then force me to come to the bank to reactivate it!!!! They don't even give me access to my own money and saying it might take days before I see my money again!!!! WHY?!?!?!

The staff here is so bad... I never knew I would have to leave a review for a bank. I had a…read morepre-charged card the lady ran it and then said it "never went through" but then that pre-charged card company said it did... I then went in to have random service fee's removed and they gaslit me and told me I was never a rewards member we and I have been for 7 years.... Every time I've been in I've gotten dirty looks and treated absolutely horrible. Don't come here if you want your money stolen. Closed my accounts with them. Makes sense that Bank of America is getting sued right now. Awful awful staff.

This review is for Paul Marshall who was instrumental in getting my wife and I our first home…read moretogether. Paul was exceptional in every category you needed in a mortgage officer. 5 stars is honestly not high enough for what he did for us. He was efficient, honest and professional in everything he did. He made buying a home for the first time so easy and there were no hidden fees or strings attached! We left our original lender for Paul not only for his superb customer service skills, but also for what he did for us on our loan. He saved us over 0.50% off our loan rate and over 15k in our closing costs! So not only was he better and easier to work with, but he saved us money now and for the future! The cost savings Paul got us let us remodel our house to our liking, so our first home literally wouldn't be the same without him. Paul is without a doubt the best mortgage officer I've ever worked with or known and I would recommend him to all my friends and family members. Paul Marshall and Team - Thank you so much for everything!!!

Fremont Bank, I…read morewould like to thank Paul Marshal for exemplary work ethic and commitment he put forward when he was working our home loan. He was always able to help, support and educate us. He truly took the time to explained thoroughly the inner workings of the whole process. Paul Marshal is one of kind lender that I strongly recommend. Paul Marshal is an asset to Fremont Bank and should be recognize for his diligent work and his knowledge of home loans. Paul was able to get us FHA approved into our first home as a first time home buyer. He does an amazing job and help us through the process with ease. Paul my family and I would like thank you from the bottom of our hearts for making our dreams a reality. I look forward to working with you once I refi in the future.

It was such a pleasure banking with Poppy in Laguna Hills this morning. David Eskander and her…read morecolleague Roza Kian were fully available for me to transact my business in a very efficient, courteous and professional manner. It was good to observe effective teamwork. Both have smiles the whole time, "walk the extra mile" when necessary and appropriate. Makes my experience very smooth and "mission accomplish." This was not my first nor only time to this bank, but every time I am at Poppy Bank, I have confidence that my banking needs will be handled in very efficient and effective ways. We need a bank like Poppy in our neighborhood, and I would encourage others to bank hee.

I've never been asked for a birth certificate to open a savings account…read more Until now ! I tried to deposit a large check to open a savings account. They are really nice but don't want your money. They

I am compelled to assign a negative review to this experience, to the extent that even the lowest…read morepossible rating is insufficient. It appears that, unbeknownst to Citibank's clientele, the bank has recently upgraded its software-based customer verification system, which now prevents individuals from accessing their accounts in person using a government-issued real ID. I do not utilize debit cards at all. After visiting the branch to withdraw funds from one of my accounts, I left with no money after enduring over two hours of frustration and anger. The four employees present--a staff member onboarding, another completing onboarding, a personal banker, and a manager--were unable to determine how to access my accounts using a government-issued ID. We were transferred from person to person, wasting valuable time. We were informed that we must possess a bank-issued debit card to access any account information, a requirement I find entirely unreasonable. If this debit card is now required to access your accounts, a letter to all Citibank customers should have been sent before the new software was implemented. Consequently, we consented to initiate the process of obtaining a temporary debit card. Unfortunately, the new system's timeout feature is extremely rapid, preventing us from entering a PIN. When the banker attempted to reset the password, we were advised to do so via the mobile application from home. The issue here is that this is a TEMPORARY debit card, and, according to the 1-800 representative I contacted, a customer cannot create a username, password, or reset a TEMPORARY card independently because the card has not yet been linked to an account. Despite this, within two minutes of chatting with the 1-800 Citibank representative, I was able to access a touchscreen-enabled system that, through my iPhone, allowed me to enter the card number, associate it with the correct account, and set my PIN--completing the process in two minutes rather than two hours. Why was the phone representative so knowledgeable, yet the five staff members at the branch were unable to assist in a similar way? Additionally, I attempted to cancel an appointment scheduled for tomorrow afternoon with a banker at the Aliso Viejo branch to resolve my issues and facilitate access to my account. I called the main Citibank number because the Aliso Viejo branch, even though it was within business hours, did not answer. The representative at the main number explained that they were unable to cancel the appointment directly, as the banker should have sent a confirmation email, which provides access to the appointment, should a customer need to change or cancel it. The 1-800 Citibank representative then advised us not to attend the appointment (we had no intention of going) because we had received a resolution at another Citibank branch farther from home. I strongly suspect that no appointment was ever scheduled. I have decided to cease conducting business at this branch. Today, I visited another branch, which, within 15 minutes, attended to my needs efficiently and courteously. I wish you good luck if you choose to visit this branch after reading this review.

I want to express my gratitude to Citi Bank in Aliso Viejo. All the bank employees were polite and…read morewelcoming. I worked with Luis Uscanga as my banker. He helped me open a business account and get a line of credit. He knew his stuff, explained things well, and made the whole process easy. Thanks to him, I'm all set to grow my business. Luis is awesome, and I highly recommend this Citi bank. Thanks

When my daughter was 9 years old & I was living abroad, WF recommended that I open a kid account…read morefor her where we could both transact on. This worked well because I was able to transfer subsistence allowance. She's now 25 & WF refuses to remove her name from the account. Suggested closing the account. (Without her approval) but I needed her approval to remove her as a subsidiary. I closed all my accounts & no longer have any association with them,

Terrible service. Long slow line with two tellers and a trainee. At least four managers staring at…read morecustomers or talking to each other. My Credit Union is so much better. In and out faster with great service. Teller couldn't be courteous if she tried. I got a little lecture about not having my debit card and told exactly how much money I could access. I was only making a deposit and have a large amount of money in the account- so I resent being told how much I can take out of my account. I will not return and should probably close the account I've had since 1980.

We moved our banking from the "horse and wagon" to PPB. The office manager provided excellent…read moresupport in getting our accounts set up. Later on, they helped us get our trust account set up with similar ease. The references to rude employees must have been corrected as we've had five-star experience. We like the "Lifestyle 50" plan...simple and easy to access from the app. They also are one of the few banks that has/had available safety deposit boxes (as of mid 2022).

Always accommodating and professional. I have been attending this bank for just under 6 months and…read morethey have always been very nice, respectful and helpful. thank you!