I've been here twice to take out money. With plenty of parking this location receives a five star…read morereview.

I continue to get amazing service here at the Wells Fargo in Half Moon Bay…read more Today was no exception. I came in because Wells Fargo returned a royalty payment, for my newly published book "A Father's Day," coming into my account. Jasmin was incredibly kind, helpful and patient with me as I asked questions. Anyone can see by my reviews that I am a tough customer. I EXPECT a certain level of service as it's what I do. I never expect anything that I wouldn't do for a customer. Period. But, the more I come in for in-person banking, the more impressed I'm getting with how they operate. In fact, one of Jasmin's peers even tried to help as Jasmin was troubleshooting with me. If you bank anywhere else on the Coastside, I urge you to switch. You won't be disappointed.

Oh no! What could improve ? The entire credit union! Yall trick folks left and right and scam…read morepeople with fees with ZERO accountability. No one has proper training and you expect clients to pay for your mistakes or lessons . Then think it's funny to go back and forth with a client as if you're in high school instead of following protocol. Rules are in place for a reason. "JR" ""hun"" you might be in the wrong field.

Called this morning to notify Monterra Credit Union of fraudulent charges. Trying to work through…read morethe phone tree, nothing available to report fraud. I ended up pressing 0 to speak to a customer service representative. Once on the phone, the woman asked me for my member number, I have no idea what that is but I did have my debit card account number, which I gave her. After proving who I was, I explained why I was calling. She helped me cancel the card and told me that we could pick up a new one today at our local office. Throughout my conversation with her, she asked me a question and instead of waiting for a reply, she asked another question, which was VERY frustrating. She asked me to wait on hold so she could transfer me to someone who I could report the fraudulent charges to only to be directed back to the original phone tree to start over again. The next person was able to help me was much better. He took my information, again and I explained that I had already cancelled the card, but needed to report the fraudulent charges and he directed me to Monterra Credit Unions website to complete their online form, which cannot be found after logging into their website, I had to log out then the search feature was available. Once I could search for "Fraud" in order to locate the correct screen. Logged in to my account on the website, nowhere could I find a search box or "report fraud" under "Resources" like it is on the non-logged in website. Incredibly frustrating and not intuitive for the user.

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!

This Bank of America is the worse in the Bay Area! The manager is rude and doesn't know anything…read more I have tried to call for the past 2 weeks no answer and it's so upsetting so I just drove to San Mateo.

This branch moves painfully slow. I usually go to the Redwood City location and they are fast and…read moreefficient. If you have any large deposits, prepare for this place to take twice as long. They double count the cash and sometimes triple count it. They also stare at each check way longer than necessary instead of just entering it. Redwood City gets everything done in about ten minutes. This branch takes twenty minutes or more.

Terrible customer service, took hours to achieve no solution to a hold on funds. Teller, I believe…read morehis name was Avez, took 30 min to "pretend" call another branch for a solution. I ended up leaving. Terrible terrible customer service at this branch

This branch has always been super helpful for me especially right at closing a couple of times…read more(sorry to the staff!) shout out to John the branch manager, who helped me in a tough situation. I really appreciated his kindness and positive attitude.

Some of the worst customer service around. None of the employees there are interested in making an…read moreeffort or even greeting you.

From the owner: Tri Counties Bank provides a competitive breadth of consumer, small business and commercial banking…read moreservices easily accessible through an extensive California communities branch network, advanced online and mobile banking, a nationwide network of over 37,000 surcharge-free ATMs, and bankers available by phone 7 days per week.

5 Star Customer Service!…read more I recently refinanced my auto loan with Melissa and the experience was excellent. She was extremely helpful from start to finish and made the entire process seamless. Everything was handled quickly and virtually with no unnecessary back-and-forth. She was easy to work with and kept things moving. Highly recommend Melissa for all of your loan needs.

I stay loyal to Monterra CU due to their fast and efficient service. Michael helped me re-finance…read moremy auto loan. It was a pleasant surprise to realize how easy the process was and it was all thanks to him. Answered all my questions and had me set up with my new terms by the end of the day. So love the text feature where you can chat with the specialist.

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.

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!!