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9AM - 6PM
28221 Marguerite Pkwy, Mission Viejo
Banks
9AM - 5PM
26440 La Alameda, Mission Viejo
Banks
“FIVE ⭐️⭐️⭐️⭐️⭐️stars all the way. Thank you, thank you thank you. Yaren Estrada one of the specialist help me with my preapproval paperwork pushing the loan through to purchase my BMW SUV X5. Quick to respond very friendly in person and very happy with Schools First. the low interest rate, the terms of my agreement.
Thanks again.
Sincerely. Kevin W. Smith.
Southern California Realtor.”
“Jan assisted me so well that all my financial needs were addressed! He went above and beyond and provided a great understanding of what was needed to be done. Restored faith in banks… only with SchoolsFirst!”
“Great company. Has a strong focus on customer service and provides a good commercial lending product for business. The bank is based out of Raleigh, NC. It is publicly traded, but the majority of the shares are owned by the Holding family; Frank holding and his sister, Hope who also run the bank. Orange County has 4 locations; Newport Beach, Irvine, RSM and my favorite, Mission Viejo. If you ever stop by the Mission office, the service manager Linda is a sweetheart who knows her clients on a first name basis and is known to freely give out hugs.”
“There was an Iranian employee there and although it was her break time and she seemed tired she chose to help us with opening a band account which took here about an hour because we were not citizens and have forgotten some datas she patiently waited for me to my parents sent me the required information.
Since then chase has been my favourite bank and im sure if one day I wanted to put a tons of money in a bank and chase was one of the options I would choose that without hesitation. They really and deely care about their costumers specially that one iranian woman employee”
“Beyond impeccable customer service! So very patient and friendly! I had a strange issue as I moved here from another state and they stayed kind and went out of their way to help me!”
“Jan and Beth are honestly the best! Every time I stop by this Chase location, they make the experience so easy and pleasant. They’re patient, kind, and genuinely care about helping you ,whether it’s something small or a more detailed question. You can tell they really love what they do and take pride in making sure customers feel supported.
It’s rare to find people this thoughtful and professional. I always leave feeling taken care of. Highly recommend asking for Jan or Beth if you need help with anything!”
“I visit this branch quite often and always enjoy the staff here at Chase Portola Plaza. William and Kevin are staples of this bank and make the customer experience very easy and professional. Jake is also great on the personal banker side and is very helpful dealing with the anything beyond the counter. I am very fortunate to have them all at my local Chase branch.”
“Today around 12 noon, I visited the Wells Fargo branch on La Paz Road, Mission Viejo, to open a new savings account. From the moment I entered, the atmosphere was welcoming. The teller, Sarah, greeted me with a warm smile and was very professional and eager to assist. Since I needed help opening an account, she quickly found an available banker and personally escorted me to Hayden Johnson.
Hayden was exceptionally professional, courteous, and accommodating. He introduced himself, guided me through the entire process with patience and clarity, and made sure I understood every step. My experience was smooth and comfortable from start to finish. After completing the setup and signing the documents for my new savings account, Hayden even walked me back to Sarah for proper endorsement—such a thoughtful and professional gesture.
Later, when I returned to Hayden’s desk with another request, he immediately assisted me without hesitation. What impressed me most was his honesty and dedication—Sarah and Hayden both noticed that a lady in front of me had accidentally left her keys on the table. Hayden politely excused himself and ran outside to return the keys to her. That simple act showed his genuine care, integrity, and passion for his work.
Both Sarah and Hayden went above and beyond to deliver excellent customer service. Their teamwork, professionalism, and positive attitude truly reflect the mission and values of Wells Fargo.
I’ve been to other branches like Rockfield Blvd (Lake Forest) and Vista Del Lago (Mission Viejo), but the service at La Paz Road Branch truly stands out—it’s a place where people genuinely care. Thank you, Hayden and Sarah, for your outstanding service and for making every customer feel valued and respected! ??”
“I just want to take a moment to thank my amazing bank. I had a horrible day today. I stopped by a branch to request a replacement for my checks because the perforation was faulty, making it difficult to tear them properly. I was upset when a teller told me I needed to visit the branch where I originally ordered the checks to find a solution. My bank has always come through for me, so this time, I felt particularly let down.
However, just five minutes later, I received a call from the same teller, letting me know he had spoken to his supervisor and they would replace my checks at no cost. This kind gesture truly made my day. I couldn't be happier. Thank you so much, Chase.”
“If you’re able to open an account, Navy Federal go open great bank great service no hustle no headaches like other Banks printing debit cards on the spot just amazing Bank. I do love them.”
9AM - 4PM
27201 Puerta Real #160, Mission Viejo
Banks
“I came to Partners Bank by a referral and have been very happy. Dylan at Partners Bank has supported my small business and truly cares about his clients. Highly recommended!”
9AM - 5PM
26821 Trabuco Rd, Mission Viejo
Banks
“The staff here are always friendly and willing to help with any banking questions I have. I've had a great experience with their services, and the location is always clean and well-organized. Definitely my go-to spot for all my banking needs!”
“I had great help today from the management .Helped me with some online banking. Even though it was a saturday and close to closing. She was very kind and patient.Thank you Sara..M.V. off Oso”
“We had an appointment with Travis Poteet to fix our big problem with our business account.He was very helpful and he fixed our problem.Wells fargo is very lucky that he has as part of it's team.Thank you so much Travis.”
“THANK YOU SO MUCH LISA & CATHY! Incredible service and thank you for helping me with many requests in a timely fashion. I was able to deposit, transfer funds, and get a new debit card issued in a quick fashion that was fun & friendly. Will be back!”
“I love the small office and find everyone very friendly and helpful. In this day and age we are all too impatient but I've learned to be nice and I've never had any problems using that approach! Grest bank!”
“Stopped by to ask some advice and the representative who assisted me was so helpful I opened an account. Mike was very knowledgeable about bank procedures and quickly opened an account and answered all my questions as well as addressed my concerns. I have been back a couple of times with questions (and my own predicaments), and Mike has always helped to the Nth degree. Thank you Mike and SDCCU for helping me and being there every time.”
“I don't know what everyone is complaining about here! If you know what you're doing with your investments, you should be getting at least the same performance as the S&P 500 index. In fact, I'm in the process of rolling over my entire JP Morgan IRA into Schwab. If you're complaining about their website, take a look at JP Morgan.”
“I go to the Vista U.S. Bank Branch. Throughout the Union Bank merger, the exceptional staff dealt with long lines of customers adapting to the change, asking questions, etc. The vibe inside was always positive and each teller, and manager I dealt with were friendly, knowledgeable, and kind. The outside ATM never works on weekends. Whenever i needed to get cash it was out of service- not cool! I gave this bank 5 Stars because of the people who work for the Vista U.S. Bank Branch! They genuinely care about each customer as if we were family- regardless of the stresses of the day! Thank you U.S. Bank employees, you're the best!”
“Listen, I don't enjoy going into banks. It's just not fun for me. However, Rider is beyond amazing. I was blown away by how professional and kind he was. He was so sweet with my kids. He even gave them piggy banks after we finished up. This Chase bank isn't even the closest one to me, but if I ever needed to go inside a Chase bank again, this one will definitely be the one I will only go to. Seriously, Rider is the best.”
9AM - 5PM
27571 Puerta Real, Mission Viejo
Banks
“Had a issue with the ATM machine at this location on Saturday, so came here Monday (6/9/2025) and looked for some help. Although I had to eventually resolve this with the ATM department, but Johnny was very kind and considerate when helping me out, who walked me out to the ATM machines and helped me write down the number I should call.
Monday is tough for everyone, but Johnny made it a great day to start.”
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“I like to take the time to recognize Tamara Ezmat. Every single time I have been there she receives me with a big smile and great positive attitude. There has been times where I have asked other personnel at the bank same questions(simple questions) and they can't seem to Know how to helpe me, but if I go to Tamara she always finds a way to get answers for me in a great manner.
She always goes above and beyond. She always treats me with respect and she is super polite. Who ever goes to this bank and needs help, please reach out to her.
Something that OC Credit union should consider, I will highly recommend Tamara gets promoted.
Tamara should be the Branch Manager at Mission viejo.
Thank you very much.”