Banks near Portola Valley, CA

27 locations found near Portola Valley

“A nice branch with short queue and fast & friendly people. Rating based on the experience with the front desk as my tasks weren't complicated enough to interact with the banking advisors.”

3.4 Good13 Reviews

“Love this credit union. Member for 32 years. Smaller CU but they make up lack of size with great service. Man, I get treated like a real person. They have services that meet most of my needs. Rochelle, Anita, and Bob are amazing. I rarely get to their branch but when needed they have been very supportive.”

5 Superb15 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.”

4.8 Superb15 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.”

4.6 Superb72 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 Superb198 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!”

4.3 Superb93 Reviews

“I have always had a pleasant experience with SFCU (Medical Center branch). The staff are very professional and amiable.Shout out to Eric who seemed to be the one who always help me out.”

4.3 Superb25 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!”

4.4 Superb38 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.”

4 Good95 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)”

4.3 Superb27 Reviews

“Excellent assistance and guidance provided by Lesiele, the manager at the Redwood City branch. She truly knows how to make a new customer happy and satisfied. Very professional and welcoming. I am glad I chose to open my account at the Redwood City location”

4.4 Superb17 Reviews

“As a long time member of Stanford Federal CU, I appreciated the customer service I got from Anais S today. She was pleasant, helpful and knowledgeable to my needs and questions. That is becoming more rare these days.I recommend banking at this Credit Union!”

3.8 Good69 Reviews

“This is actually a great branch. I don't bank at Wells Fargo after a number of bad experiences with the bank, but my dad does, and I've been doing some banking for him at this branch. The tellers here are friendly and efficient. The manager even came over and introduced themself when I stopped in.”

4.1 Good21 Reviews

“Arriving in US can be intimidating, especially when it comes to the banking system, but I was lucky getting support from Amjad to guide and educate me. I recommend!”

3.5 Good49 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.”

4 Good63 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.”

3.4 Good105 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!”

3.8 Good11 Reviews

“I came in to open a new business checking account and Shella Mae Avilla helped me. She was amazing to work with and even though there were some huddles that we encountered, she was very helpful and patient with everything. She went out of her way to ensure that I started my account on the right foot and even fought with the accounts department over the phone on my behalf to get things done. I'm so appreciative of her and highly recommend that anyone looking to open an account to work with her.”

3.5 Good19 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!”

3.2 Average89 Reviews

“I don't think the 1Star ratings that have been given so far reflect the level of service I have received so far. Sure it takes a little bit of getting used to when you walk into a bank and the tellers aren't in a cage with a cash drawer but hey get used to it. They all want you to use on-line banking and the Versateller machines for deposits and withdrawals. Get used to it. The staff working there is nice and trying their best to help. Some of them have been there for years... since long before the takeover of Union Bank by US Bank and they are doing a great job and are as pleasant as ever.”

3.5 Good8 Reviews

“I had a wonderful experience here! The staff, particularly a gentleman who efficiently organized everything, was excellent at communicating the waiting times to each customer. Additionally, there was an elegant lady (bilingual speaker) who provided exceptional and considerate service. She was very patient and thorough in explaining how to open a new bank account.”

3.4 Good49 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!”

3.5 Good59 Reviews

“Jing and the staff here are absolutely amazing. 10/10 service - they know what they’re talking about and go out of their way to proactively find solutions.

Not going anywhere else.”

3.4 Good30 Reviews

“I made a reservation and visited.
There were people waiting in front, but those who made reservations were able to get a consultation right away after asking separately.
The staff was very friendly and explained unfamiliar concepts in a calm manner.
thank you!”

3.5 Good34 Reviews

“Brian C. is an excellent employee; he is helpful, cordial, competent, and respectful. His GREAT customers' services need to be recognized and commended. Thank You, Tech CU @Palo Alto !”

3.5 Good29 Reviews

“11/1/2023thinkorswimCharles Schwab & Co., Inc.schwab.com/contact-us877-519-1403This is a review for a stock trading platform which I just installed and compared with my previous platform called StreetSmart Edge (SSE), also provided by Schwab. This has gotta be a first review and I hope it will be relevant to somebody, I could have used this information.thinkorswim (TOS) is a powerful, feature filled and customizable equity trading platform that is in many ways superior to StreetSmart Edge.Trades are easy to setup from multiple places and very intuitive with lots of options available.Charting appears to be at least as equivalent to SSE with apparently many more studies available. I was able to replicate my SSE chart setups quickly.The MarketWatch Calendar is an excellent feature where you can display the dates for earnings releases, dividend ex-dates and other stuff. I had to create individual manual notes for these in SSE, a real time saver.However it does lack some key features that SSE has; the ability to display the daily change in account value (so you know how you did that day), the ability to execute a sell order using specified lots (for tax purposes, however you can still do this with Schwab.com) and the ability to display top holdings for funds and ETFs in Fundamentals. There are some minor quirks like being able to retain the number of days when displaying account information (it always defaults to 1 day when switching menus).TOS takes a little getting used to time because it is so customizable and will take at least a few days of work to get it the way you want it to look and work. Service has been excellent through the chat support feature with very helpful and responsive agents. When I first ran it, I was thinking of going back to SSE but after a little use I really like it and not going back to SSE.”

3.8 Good14 Reviews

“I’ve been a San Carlos branch customer for many years and thought I should mention their amazing service! Everyone from the security guard to the teller were welcoming and prompt. San Carlos is a full service branch, including Private Client services. Give them a try.”

3.2 Average39 Reviews