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“Walking into Boston Private is like "coming home"... great service, down to earth staff who are connected to the community and give back to many Non Profits. Highest level of service, team of individuals who care about the clients.”
“I came to BMO one day to open my first bank account because my family trusts this bank a lot. Katrina helped me set up my checking & savings accounts, and gave me all the resources and instructions I needed. She presented everything in a way that was easy to understand and showed me how to navigate the bank. I was just really surprised by the hospitality of the services here. I even got some free BMO swag when we were done!
They seemed a little short staffed on the day I came, but it wasn't very busy to begin with. I wonder if a lot of these negative reviews I am seeing are from when this bank was still Bank of the West, because I haven't noticed any problems with BMO (yet). Overall, 4/5.”
8:30AM - 5PM
1300 S El Camino Real Ste 110, San Mateo
Banks
“I think I need to mention William regarding his professionalism and great work ethics for customers as a bank employee.
He helped me fix unexpected account suspension issue due to Zelle transactions with Schwab Bank fraud team. It is an undeniably exceptional service to follow and has made a final result in a relatively short period of time!
Thank you William for your kind and nice conversations with me. Your help was excellent.”
9AM - 5PM
78 E 4th Ave, San Mateo
Banks
“I had a meeting with Soumya and it was great! She has a great system for going over personal and financial goals and offering real-time solutions and answers to my questions. It was a great experience and I am grateful for her help!”
“Very great services and kind, I went to open my new bank account with Sacha D. Carcova
She's very kind and answer anything about my new bank account.
Thank you for a great services ?”
“Was excited to learn that my bank, Wells Fargo, moved next door to me. Even happier to see the helpfulness and friendliness of the staff, especially the bankers. Christina Yousef and her gentleman colleague, whose name I do not know, were both very helpful in providing me with a document I needed. She even sent me thank you email when I should be thanking her! Wells Fargo, kudos to your wonderful team at Crystal Springs.”
“Embarked upon an in-person visit to Patelco Credit Union (San Mateo branch) on 08/12/2023 for follow-up regarding an electronic funds transfer for a car loan. It was an urgent matter given I anticipated collecting the new car on Sunday. I was served by the assistant branch manager there, Leena, who was very congenial and gregarious, courteous, understanding, receptive to my requests, and interpersonally effective. The existing issue was promptly and conscientiously solved, and I was on my way in no time. I recommend them without any reservations.”
10AM - 5PM
11 E 3rd Ave, San Mateo
Banks
“I’m writing this review for May, she’s absolutely great. Does the math much quicker than I ever could and overall is the type of person you’d love as a banker. Thank you May, she’s genuinely one of the few reasons I keep my account open with CITI.”
“I got an auto loan through the San Mateo Credit Union with the help of Terry Zhang. It was a smooth and easy process to get pre-approved and then later to get the loan paperwork in order when I purchased the car. Terry also answered a lot of my questions through the online chat system, and he had even made a note to include a credit union offer that he later honored (even once the offer was over).”
“I have never had a bad experience at this bank, dating back to 2004 when it was a Union Bank branch. The office is always very clean, and the staff is attentive and helpful. I have had a couple of minor technical issues with the ATM, but overall I have been very happy with the service here. However, the parking lot is now always full after they gave up half of it, so parking is sometimes a challenge.”
9AM - 5PM
27 E 4th Ave, San Mateo
Banks
“I went to the bank today thinking they may close for Thanksgiving weekend. I was surprised that they said would open Friday and Saturday as usual. The tellers are always smile and call me by my name. They always pay attention and tentative to my needs, such as getting small bills and changes. They are well dress too, shirts/ties, clean neatly outfits, especially Leeanne very properly dress and professional. I have been a customer since 1983 with them when it was Bank of Canton. I am a very happy loyal customer. Keep up the great work!!”
“Miss Rozalia Saadeh was very helpful and very knowledgeable and professional, try to greet customers with a smile and always be courteous and respectful.
Thank you again
Merci Beaucoup
Jalal B”
10AM - 5PM
61 W Hillsdale Blvd, San Mateo
Banks
“I highly recommend this place to everyone when it comes to your Banking needs. Bryant Estrada and Matthew are great individuals who are passionate and professional about what they do.”
“I have been an occasional customer of the Wells Fargo Bank branch in downtown San Mateo for years. My experiences here have always been great. Located on 4th Avenue, the bank is one of few establishments in the area with its own parking lot. At times, the lot can be at full capacity, forcing customers to either idly wait for a space to free up or to park at a nearby public lot and walk a short distance. The branch offers an ATM machine at the front entrance and a few more at the rear of the building, facing the parking lot. Inside, the spacious and clean venue provides seating in the lobby area, new accounts section, and nearby the back entrance. Service is typically quick and smooth, even if you fall into a long queue. During my most recent visit on the afternoon of Tuesday, December 12, 2023, the tellers were very friendly and served customers with warmth and smiles. I was so impressed that I was compelled to ask to speak to the Manager on Duty to provide my positive experience, sharing my observations of client support from individuals who appeared to prioritize customer care with enjoyment. The Manager thanked me for the accolades given and agreed that the hard-working tellers deserved the recognition. Banking can feel like a tedious chore. Thank you, Wells Fargo Downtown San Mateo, for demonstrating that a trip to the bank doesn't need to be dreary nor unenjoyable.”
“I highly recommend Itzel at the San Mateo Branch to help you with any banking and financial services. She is very professional and courteous and will do her very best to provide the best customer service, so that you will walk away as a very satisfied customer. She helped me get loan approval quickly for some of the financial products I applied for and saved me thousands of dollars!”
10AM - 5PM
61 W Hillsdale Blvd, San Mateo
Banks
9AM - 5PM
300 S El Camino Real, San Mateo
Banks
“Its a good facility, good people in place, never in a rush. Courtesy of the staff they are professional, respectful and committed to excellence. The staff is dressed to impress and love this location. An experience team able to answer every and all of my questions.”
“Emma is amazing! She is fast, attentive, and very helpful. She explained everything clearly, answered all my questions, and made the whole process easy and stress-free. Great customer service — thank you, Emma!”
“Ok I'm just eating this particular branch not all of WF. While it has very ugly and boxy exterior the inside was warm and very clean. I was getting new 5 dollar bills for red packs (lunar new year gifts) like 250 worth. They had them and were very fast. I'd like to get gold coins as well but they do not have them. I like this branch a lot.”
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“Opened an account here in record time so that I could get a cashier's check/money order. Staff was very helpful, location was accessible on a Saturday at 4pm.”