Banks in San Clemente, CA

“I have been very happy with the service I receive from the San Clemente branch. Everyone greets me with a smile when I come in. Dana has always been kind and courteous to me. She has a professional demeanor and does her job with confidence.”

“Sunwest Bank San Clemente has been a great business partner for the past 6 years and still going strong.

If you’re looking for a bank that is professional, responsive, with great service, and personable….look no further.

You really should check out Sunwest Bank San Clemente and visit Madeline and Lisa along with the rest of the team.

They have been there for us countless times and are always ready to help whether by phone or in person. A great partnership that we (and you) can count on !!

Caring Transitions Orange Coast”

“Excellent service and care at this location. When my family stopped in, with kids in tow, we received immediate attention. The staff is friendly and welcoming and took care of our needs. My Grandfather and Grandmother were members, and I opened my first account when I was 14-21 years ago! I have nothing but kind words for the Credit Union.”

“Just like other customers feeling…Branch Manager Maria is awesome. Her staffs are also excellent. This is the reason for maintaining my family account with her for the past 20+ yrs.
Onwards & Upwards with extra recognition, special promotion for her professional way with handling customers & managing staff.
Onwards & Upwards with small but mighty San Clemente branch ???”

“I wanted to take a moment to personally highlight the exceptional service and dedication of one of your standout team members, Luis Garcia. And a Special Notice to exceptional associate Ethan at this specific Chase branch.

Over the past 8 years, my wife and I have had the privilege of being members at your esteemed bank and branch. During this time, Luis has consistently been the shining example of what outstanding customer service truly means. His attentiveness, professionalism, and genuine care have significantly enhanced our experience time and time again. His contributions to our visits go far beyond what one might expect—he makes us feel not only welcomed but truly valued every time we step through the door.

While there are many fine banks in the area, it’s Luis's remarkable hospitality and personal touch that keeps us returning. He has a unique ability to create an inviting atmosphere and makes us feel like we are part of something special. Luis is undoubtedly one of the primary reasons we continue to choose your establishment, and his positive impact on our experience is immeasurable.

I understand the demands and challenges that come with leadership in such a dynamic environment, and I know it’s easy for compliments to get lost amidst the noise of daily operations. So, I wanted to make sure you heard this: Luis Garcia is a true rock star in every sense of the word. It’s rare to come across someone with his level of dedication and authenticity, and I’m incredibly grateful to have him as part of our experience.

Thank you for fostering such an exceptional team, and for having Luis on board. I sincerely hope to continue working with him for many years to come.”

“This is a great community branch. We live in Oceanside and drive in on the rare occasions we need to do in branch transactions. The staff is awesome, always helpful, friendly, knowledgeable. Their online banking is the best of all the banks we have accounts with. In addition to checking and moneymarket we have CD’s. Rates are always competitive. For us worth the drive. Added bonus one of our favorite restaurants is in San Clemente. Sol Agave.”

“Just had the smoothest experience at the Bank of America Financial Center on El Camino Real! The staff was super friendly and made my usually dreaded banking errands a breeze—definitely my go-to spot now.”

“Faisai Amin made my banking experience worthy of a positive review.
He made sure all my questions and concerns were handled professionally with respect and genuine concern
and due diligence so that my account was taking advantage of all its benefits.”

“Very good customer service. They are very friendly. They help me out to open my account. Very good experience. The Wells Fargo in San Juan, they have very bad customer service .”

“Chris was able to assist my wife and I. He went above and beyond in helping us with a difficult situation. Very understanding and kind. We actually came from another branch who did not even attempt to assist us. Super happy we came here! The drive was worth!”

“Fine banking services at this Chase branch. It also has JP Morgan investments at this branch. I find banking with Chase makes financial management easier than working with other banks. Personable staff at all levels.”

“I cannot speak highly enough about California Bank and Trust and the outstanding service they provide. In particular, I have had the pleasure of working with Nazanin, who consistently goes above and beyond the call of duty to ensure her customers' satisfaction. Her dedication and attention to detail are truly commendable.What sets California Bank and Trust apart is their commitment to delivering a personalized experience that feels like a hometown bank. Nazanin's professionalism and genuine care for her customers create a white glove service that is second to none. She takes the time to understand individual needs and provides tailored solutions that exceed expectations.I wholeheartedly recommend California Bank and Trust to anyone seeking exceptional banking services. Their commitment to customer satisfaction, coupled with Nazanin's exemplary service, make this bank a standout choice. I have complete trust in their expertise and have no intention of switching to another bank.If you value the personalized touch and exceptional service that gives you the sense of being part of a close-knit community, California Bank and Trust is the perfect choice. Nazanin and the entire team consistently deliver on their promises, making banking a truly pleasurable experience. I couldn't be happier with this bank, and I wholeheartedly recommend them to anyone seeking unparalleled service and a hometown feel.”

“I have been with BofA for years. Sometimes they are good and other times not so good. Lately, I can't stand them. However, I had a good experience at this branch today because of one person. She went out of her way to make a simple change to my account when another branch turned me away, telling me to make an appointment. Also, I would have done it by phone but the call center rep told me I had to do it at the branch.”