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..

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.

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.

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

Since my credit union (LBS Financial) eliminated their only Orange County location, I've tried to…read morehandle all matters over the phone to avoid driving from South OC to Long Beach. I finally had to make an in branch transaction and was advised that Capstone FCU is in a Co-Op with LBS. I was a bit uneasy at first, but my matter was handled graciously and efficiently. They were able to access my accounts and deposit my check in the proper account (I have 3 accounts at LBS). They even did a print out of my account to show the before/after balances. It looks like Capstone will be my new go-to locations for in branch transactions and I now feel confident in doing so.

I set up an account today online. I came in as a new customer to make a deposit and I don't have a…read moredebit card yet. Berna said she can look me up using my name and date of birth. I handed her my ID and she could not look me up in the system. She asked for my social security number out loud and I repeated it three times because she couldn't hear what I said. She repeated my ssn and a few customers came into the office. Berna mentioned she couldn't look me up so I gave her my grandma's information because we have a joint account and she said I have to go and fill out a form. I mentioned why I have to fill a form out if you didn't ask me initially. I was upset because she was able to help me out with my information but couldn't assist me furthermore. I filled out the form that was required and I went to another teller. Luckily that teller apologized for her for the employees actions. I mentioned I understand but it just puts a bad taste of my mouth because I'm a new customer. I thank the new teller for helping me. Thank you again. Berna: Please note if any social security number is being asked, please ask a new customer to write it down and not say it out loud! Anybody can do anything with a social security number so please be aware of people's safety!!

itle: Appalling Experience -- Avoid Financial Partners Credit Union…read more I had one of the most shocking banking experiences of my life at Financial Partners Credit Union, thanks to a grossly unprofessional employee named LINDSAY HEDDON (A TOTAL BRAINLESS KAREN) . After only two months of banking here, I decided to close my account due to the staff's complete lack of understanding of combined personal and business checking accounts--a basic financial service any competent institution should grasp. Instead of calmly handling my decision, Lindsay threw a fit, became belligerent, and--unbelievably--called the police on me for informing them I no longer wanted to bank there. Let that sink in: I chose to close my account, and their response was to treat me like a criminal. CEO Nader Moghaddam should take this as a wake-up call. If this is the level of customer service his team delivers, it's no wonder customers are walking out the door. Financial literacy and professional conduct should be the baseline for any employee interacting with the public--clearly, this message hasn't reached the front line. I will never bank here again, and I urge others to take their business to a credit union or bank that respects its customers and doesn't resort to intimidation tactics when someone simply chooses to leave.

System issues making it so you can't access any founds. What good is a bank if they won't let you…read moreaccess YOUR money.

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.

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

Absolutely recommend!! They handled our mobile home financing perfectly! Everyone is kind and they…read moreshow genuine interest in their members. I haven't had a bad experience yet and it's been several years. And now we have our auto loan with them as well!

DO NOT use their investment option. It is run by a third party and is in no way associated with…read moreECU. They have been holding my money for over 12 days, and I still have not received it back. What a scam. I requested to close the account, and even that will take over 15 days to process.