Banks near Portola Valley, CA

30 locations found near Portola Valley
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“Best customer service ever , I live in Redwood City and I have to drive 20 minutes to Portola Valley just to have their service , they are very care about customers .. Thank you Maria and Lorie you guys make me feel so welcome.”

4.4 Superb8 Reviews

“The credit union has been my bank for the last 16 years, and we worked with them for a mortgage. They (Meenakshi Rastogi and Wanda Ruffin) are knowledgeable and very flexible. The rate was competitive too. I am so glad to choose to work with Stanford Federal Credit Union. Thank you all!”

4.8 Superb40 Reviews

“We had a great experience with SMCU to help refinance my mother's car loan. Everyone I talked to, whether on the phone or in person, was extremely helpful. Bernabe was our loan officer and he was extremely patient and flexible working through our needs. He took the extra effort to explain the different options and help us understand our best chances of getting approved by the underwriters. He also helped us to get our interest rate adjusted due to a special case we had. All in all, we had a great experience with the team at SMCU and I would highly recommend others to look at them for their auto refinancing needs!”

4.4 Superb89 Reviews

“This is a great bank... it's that simple. It's great because the staff truly wants to help their customers. I visited the branch a week ago for the first time to deposit an insurance refund check. The teller, Jennifer Robles, was super friendly and very competent. I reached for my driver's license... oops... I had forgotten to bring my wallet. No problem. Jennifer confirmed my ID through records on file and finished the transaction lickety split.Today, I visited the Redwood City branch, again. As trustee for my mom's estate, I stopped by to close out her account. As luck would have it, Jennifer was my teller, again. This was only the second time I had been inside this branch and she remembered me. There was a glitch with a utility charge on the account, but Jennifer quickly enlisted the help of branch manager, Heherson "John" Balico to solve the problem. He surmised that a utility payment had been charged twice in error and he credited the second charge back to the account. It was such a relief to have a banking professional trying to help me instead of shrugging and saying there was nothing the bank could do. John impressed me as being someone who is genuine and who is committed to doing the best job for each customer he meets.Well, it was time to go back to Jennifer. She prepared a cashier's check to close out my mom's account... no charge. The entire time spent inside the branch was a super positive experience. Banks are largely the same. There's not a whole lot of difference in their services, but what makes a difference is the people working inside the bank. If you live in or near Redwood City, I recommend you take a look at Bank of the West. Jennifer, John and the rest of the staff will treat you right.”

4.7 Superb26 Reviews

“Angela helped me with home loan for primary purchase this year. I have to admit that Angela is the best loan agent I ever met - she is a very professional, knowledgeable, resourceful and highly responsive agent. Her team worked quite efficiently and helped me close the loan within 15 days - this is very impressive, especially during the COVID period when a lot of things such as appraisal take much longer time than before. Additionally, she helped me get the lowest rate in the market(0.25-0.5 point lower than other lenders like BOA, Chase, Citi etc.) I always feel lucky and grateful that I have Angela as my agent and I would highly recommend Angela and her team to any friend of mine for their mortgage needs”

4.4 Superb35 Reviews

“Just a couple of days ago, I walked into the Stanford campus SCFU branch for the first time. within short moments was accosted and invited by Michelle Matias to an office to assist with my planned deposits. I was confused about CDs versus money market accounts and mostly about liquidity of cash. Michelle was not only knowledgeable but with clarity, she helped me make wise and informed decisions. It may be true that a lot of this information is on the web, but I need my questions answered directly without "FAQs". Michelle is a personable bank officer, who provided personal attention and with meticulous attention help me complete my tasks. Now, with hindsight, I feel and remain comfortable, relieved and reassured. Thank you, SCFU for having such a well-trained staff. Bravo.”

4.5 Superb27 Reviews

“All the staff are so nice and friendly and very helpful. Lhyra Saguid is one of my favorite because she always has a good attitude and always greets you with a smile”

4.8 Superb16 Reviews

“I had the pleasure of working with Jose Vasquez from the Redwood City Branch - he was extremely helpful and provided excellent customer service. I was applying for a new loan, and the process was seamless, literally took less than 30 minutes from start to finish and the funds were already in my account the same day. Highly recommended!”

4.7 Superb16 Reviews

“I've been a member of SFCU for about 20 years. The Customer Support has always been above par. My most recent encounter was no different. My son and I were helped by 'Jenny' at the Palo Alto branch. She took the time to help us with our accounts, answer question, and explain to my son, in great detail, everything he needed to know about credit cards and his options for saving money. We never felt rushed, and she had clear answers for all of our questions. You can't ask for more than that in a banking experience. Note: I only give four stars because I have to drive an hour to visit the nearest branch. But I realize that's not their fault.”

4.1 Good57 Reviews

“I have been a business and personal customer since 2017. Spoken to numerous personnel including managers about raising the amount I can deposit via the mobile app. Ben Gomez got the job done. Moving forward this will save us a lot of time as we were going to change banks. (Business)”

4.7 Superb15 Reviews

“I have been working with Steve Bowles with my banking needs, and he is very knowledgeable and helpful. the staffs treats their customers with respect and they go out of their way for their customer.”

4.4 Superb16 Reviews

“3 cheers for James Teaney! He was SO patient, kind and helpful as I was trying to assist a family member with their banking needs and my own as well. He helped navigate a complex issue I had been trying to resolve for days. THANK YOU James and Provident!”

4 Good39 Reviews

“I needed a coin counter and called here because of great reviews. Daniel was super helpful and although this bank does not have a coin counter he directed me to where I could go to get it done, even giving me several ideas! Thank you, Daniel!”

4.4 Superb13 Reviews

“Received very professional service from Personal Wealth Management Investment manager (Angela Lau) on 4/12/2019. I have no appt with her, I stopped by the branch to ask couple questions. Honestly, I did not expect I will have the entire answer at the first stop. To my surprise, Angela is totally professional and friendly. She listened to my question *patiently* and answered all of my questions within 5 minutes. BIG thank you to Angela”

4.1 Good21 Reviews

“My husband is a member, every time he goes the service is great very friendly staff, last week he went to make his car payment and was helped by James Newson he was very knowledgeable about the different services and gave my husband an offer to get a credit card without pressure my husband applied and was approved, James thank you for your service and knowledge.”

3.8 Good28 Reviews

“I used San Mateo Credit Union Auto Shopper and had an amazing experience. I was assigned Clint as my personal shopper and couldn't have asked for a better experience. I wish people knew about this service that the credit union offers. I'm so glad Patricia Reynoso from the EPA branch told me about it. Thank you San Mateo Credit Union!”

4.1 Good12 Reviews

“Went to there in a bit of a rush, a banking emergency where another bank refused to accept a large check with written , jovee encinas was amazing . She took the time to hear my rushed and chaotic explanation, she offered solutions, guided us through options and assured us of what she was going to do to help, and followed up with an e-mail. The whole time she was smiling kind and calmed what felt an impossible situation. We left assured and confident........ and also cookies!”

5 Superb5 Reviews

“Saw Adam Brown and he was extremely helpful; truly cares about the customer and will go out of his way to help you. Very positive experience and recommend seeing Adam for any of your SFCU needs”

4.3 Superb9 Reviews

“Hi, I've been considering becoming a new member since I have been with 2 different banks. what are the benefits? between banks and credit unions? especially with you guys.”

3.8 Good20 Reviews

“I have been a membership of PCU for over 25 years. I adored 4 tellers, two of them are new since Spring, one is Assistance Manger and, one staff are Awesome except the manager is not really friendly to me because I am disability.”

3.9 Good15 Reviews

“Just closed my account today due to current complication with FRB's stock dropped 99% and assets sold to JP Morgan.The service was as good as the day I went there and opened my account. No questions asked, every necessary details provided to me and swift service without even one second of delay. There was a bit of sadness in the air as we all can feel, but they served me to the last second with professionalism and efficiency.I am wondering why FRB had to go, I wish this did not have to happen.”

4.8 Superb5 Reviews

“I banked with Bank of the West for five years and was always very pleased with the customer service support that I received at the different branch locations plus the variety of checking and savings accounts that they offer as well. Definitely recommend this bank!”

3.9 Good11 Reviews

“This bank is THE bank to be with in times of need. I am a long time resident of San Mateo, and own a small business. And this bank was able to help me during the Pandemic. They went above and beyond. They stopped at nothing to help me. And now, I can help my clients during these difficult times. They are also located in San Mateo. Thank you Heritage Bank. I will always be grateful.”

3.6 Good17 Reviews

“Chris and team are the best here, if you can find vacant box.Safe deposit boxes not tied to private-equity or boutique-investment-bank and high-net-worth wealth accounts, are very hard to come by in Los Altos and Bay Area.I am lucky to get a their tiniest & most affordable box.They just got 10 more year or lease to ensure long term safekeeping of your stamp, coin, jewelry, watch, trading card, cash & comicAnd I really love zero documentation for box setup, and no ID entry requirement with make this place more unanimous than other safe deposit box anywhere.The carpets here are alway shampooed.The private room have attached restroom.The place is kept at correct temperature & humidity to ensure all your acid laced paper and cards are not reactive.More critically is the security of this place which is why there a long waitlist here”

5 Superb3 Reviews

“The guy wanted to say thank you so much! you are doing your job great! you deserve a bonus and a raise. I am glad that I opened a card of your bank! Thank you !!!”

3.9 Good7 Reviews

“So I been Banking here a long time Even After some of folks that wrote me bad Checks that Bounced back Ben and Maria have been helping me to resolve this issue after my account got closed after making many calls to Several Customers Support and doing a lot of other back and Fourth and from tellers to Bank wells Fargo support cause of these 2 who helped me in Great Ways possible Maria has Been helping me and checking on where my account stands as of after 4pm my vist today was beyond awesome as my settlement check arrived but the amount was to large to cash I saw Maria who helped me built a who)e new fresh bank account”

4.7 Superb3 Reviews

“I love the people. They know who you are. The are friendly, efficient, smart, professional. I cannot say enough about the wonderful people. A big shout-out to Sheila, Lima, and Delia. They are the most amazing and the reason I'm staying with them.”

3.7 Good8 Reviews

“We came in on a Saturday afternoon without an appointment to do name changes across our 15 accounts, and Melanie spent over an hour helping us through the process with unfailing patience and kindness. When we hit a roadblock, she figured out a creative solution to allow us to get the job done anyway. Could not recommend Melanie, or SFCU more highly. Thank you!”

3.6 Good9 Reviews

“First time visited this branch today, all staff were so friendly and helpful. Michelle, Teresa, Jing, Cindy, and the manager (sorry I forgot your name) :-) Thank you all! Highly recommend!”

3.7 Good7 Reviews