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Monterra Credit Union

4.1 (12 reviews)
Closed 9:00 am - 5:00 pm

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10 minutes

Response rate

100%

Services - Monterra Credit Union

Personal banking

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5 years ago

The BF and I have been coming here for years. Something must have changed recently, the staff seems happier and engaging. Great service!

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Review Highlights - Monterra Credit Union

Jordan is incredible he was able to help me get a loan with a great interest rate.

Mentioned in 3 reviews

Read more highlights

U.S. Bank Branch

U.S. Bank Branch

(13 reviews)

The only reason why I'm giving 2 stars instead of 1 star is because of the professionalism of the…read morebranch manager. He's dressed appropriate and is extremely kind. I've banked with this institution for several years and over the years, the customer service has declined. Right now, there's an associate named Victor, who has an Edgar haircut and wears jeans and shirts like he's here to volunteer. The bank has lost its professionalism as to dress for the job. I've seen Victor give attitude to the branch manager and Victor also acts like he's rather be anywhere else except at work. Today, I saw him give someone thousands of dollars, who was most likely a business owner, giving her the money out in the open. All I could think about was that if there was anyone watching, she'd be a huge target and could easily get robbed. But Victor being Victor, he don't give a shit and just handles all of her business out in the open for all to see. Victor is the main reason why I want out of this bank. If you're looking for a bank, look elsewhere. When the company doesn't address issues like Victor, you're trusting institutions like this to handle YOUR money. Go to a place where AT LEAST, the employees look like they work in a bank and not like Victor, who's dressed ready to hang out with his Edgar-Friends after work.

Best bank on the coast by far. Their customer service is amazing and all the folks who work here…read moreare helpful, kind and quick - they don't waste your time and they don't force sell you anything. Would give 10 stars if I could!

Chase Bank - Terrible recommendation from San Mateo Chase Bank.

Chase Bank

(25 reviews)

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.

Monterra Credit Union - banks - Updated July 2026

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