Banks in Walnut Creek, CA

“Online/phone enrollment was a breeze with Aly B. Any questions I had, or any user error hiccups on my part, she was SUPER quick to offer assistance and help me through any difficulties.

I have not been in the physical location yet, due to distance, but if the virtual help is even half of what is offered in person, you can't go wrong with choosing them as your financial institution.”

“Aly was absolutely wonderful and made the process of setting up my savings account smooth and stress-free. She was patient, knowledgeable, and took the time to explain everything clearly. You can tell she genuinely cares about helping members. I’m glad I chose Kaiperm Credit Union and appreciate the great customer service.”

“I am the business owner of a 30 employee insurance brokerage. During the 2020 Coronavirus crisis, I was banking with one of the "Big Banks." I applied for a PPP loan on the first day that the SBA would except applications. I uploaded all of my documents immediately. I was given a confirmation email by the "Big Bank", but no other means of communication. After 14 days of attempting to contact the "Big Bank" in various ways with no response, I received an email stating they had reviewed my application. The email also stated that when the SBA replenished their PPP funds for a second round of funding, the "Big Bank" would submit my application. I couldn't believe that no work had been done. I later heard most "Big Banks" focused on their larger customers relationships first, not the small businesses that the PPP program was designed for. The experience was frustrating and I decided to look elsewhere. I contacted Chris Barr at California Bank and Commerce's Sacramento office. He told me he and his team would do everything they could to help support my business and get me submitted to the SBA in a timely manner. I sent them all of my information, they submitted to the SBA, and kept me well-informed throughout the entire process. Within three days of this process, I received my loan documents and was fully funded. The process was incredibly efficient and the experience went well beyond my expectations. Without the support of California Bank and Commerce, my business would be facing severe hardship. I am moving my entire banking relationship to California Bank and Commerce and look forward to building a long-term partnership with them.”

“I am very grateful for your call this morning Elbert! Thank you for keeping me on the radar and helping me navigate the banking system that for me is a complicated issue in the midst of so many changes. THANK YOU for guiding me in the process to make INTELLIGENT DECISIONS and feel CONFIDENT after LISTENING to my concerns.

I am grateful for your AMAZINGLY helpful insights and presenting options that fit better my needs on my journey with Columbia bank!

I am definitely grateful for your support Elbert! Wish you MUCH HEALTH and LOOOVE!!
Michelle”

“I always love coming here! The staff are so sweet, especially Tim, Gabby, and Ryan. They ask me how I’m doing and always make me feel welcome.
I am an EMT, and know that when I come here it will be a positive experience as the staff is always very nice. They also make the drinks very quickly!”

“i had a payment set for the 14th of july with a customer service rep to be taken out of my account.i called mechanics bank the day before and told the customer service rep i was not going to be able to make the payment until the following friday , The rep set me up with different arrangements and set it ** in her computer to be paid on the 22nd and when i woke up this morning even though i called the day before they still ran my payment through my bank . This is the problem with having different people taking care of multiple accounts . No one at this company does what they say but its always being told that this conversation is being recorded . Thats a joke they dont listen . I had the pleasures of speaking with 2 managers that also couldnt answer my questions why? do you guys listen to your clients . Well in my opinion this bank ***** and there reps dont listen . and their managers on duty dont either . pretty funny how they can take your money on second and now i have to call my bank dispute the charge and play the waiting game .They give excuses why they cant refund your money . Well alls i got to say to future buyers is Find a different bank to finance your loan with this bank lies and dont help you when they s**** up”

“I had an amazing experience opening my new checking account at the Walnut Creek branch with Misha Tchatovev, Assistant Branch Manager. From the moment I walked in, Misha made the process easy, smooth, and stress-free. He took the time to explain everything clearly, answered all of my questions with patience, and made sure I understood all of my options before moving forward.

What really stood out was Misha’s professionalism and genuine care — he didn’t just rush through paperwork, he walked me through step-by-step and made me feel confident about my decision. It’s rare to find someone who combines expertise with such a friendly, approachable attitude.

If you’re thinking about opening an account or need any kind of banking help, I highly recommend asking for Misha. He went above and beyond to make sure I was taken care of. Provident Credit Union is lucky to have him!”

“I had a wonderful experience working with Veda, the banker, and Angelo, the teller. Both were professional, courteous, and extremely helpful throughout my visit.

Veda took the time to listen to my needs, explain everything clearly, and make sure I understood my options. Her professionalism and attention to detail made the experience smooth and stress-free.

Angelo was equally friendly and efficient. He provided excellent customer service, handled my transaction with care, and maintained a welcoming attitude.

I truly appreciate the outstanding service from both Veda and Angelo. They are a great representation of what excellent customer service should look like, and I would gladly recommend them to anyone looking for a positive banking experience.”

“My husband wanted to deposit cash that was left in his parents' home after their death. These bills dated back to the 1980's and one was from 1974. He went to Bank of America in Walnut Creek, and they wouldn't let him do it because the bills were rejected from their cash counting machine. They told him he would have to mail the cash to the Bureau of Engraving and Printing in Washington DC and have them verify the authencity of the bills. They also said they would not mail it for him. Needless to say, he was very skeptical of the process - risk of loss along the way, as well as other concerns. Shouldn't a bank be able to handle the basics of cash and deposits? Apparently not BoA.

He called Wells Fargo on Main Street and spoke to Sarah who said Wells would mail the cash to the Bureau if necessary, which made him feel more comfortable. So we went to the branch to deposit the cash, and lo and behold, the WF cash counting machine accepted all the bills because it was able to recognize older currency. We were told that Sarah actually emailed all the tellers, alerting them about my husband's needs and pending arrival. To us, this was going above and beyond in customer service. To take the time, and coordinate with other team members to serve one customer is just over the top.

Thank you Sarah and team! You were terrific and BoA was awful.

Post-script: I forgot to mention my husband had a different poor experience with BoA. He needed to wire funds and called to make sure he could do it from his Online Banking account (like he does with Zelle) on his computer. After being assured he could, he followed all the steps online and was rejected - why? Because he does not happen to have a debit card. [Yes that is odd, but some people just don't want a debit card.] He ended up having to go into the branch (yes this same one on Main Street) to get it done. Shouldn't the associate he called mention requirements like this?

Wells Fargo by contrast does NOT require you to have a debit card to wire funds if you have Online Banking. Once again, less brain damage, better customer service on the Stagecoach.”

“Janell did a tremendous job getting me back on track with my online banking acct. Great! I could not have done it without him, wonderful coverage.
Michael as a new person did a smooth and great job handling my banking needs.
Thank you Poppy Bank!”

“They have patient and helpful bank tellers. They take their time to explain things and suggest better ways especially with the older population that they cater to. They are friendly and they show that they care. They do their best to give the utmost customer service. It’s not crowded and plenty of parking spaces. It’s also conveniently connected to USPS and the shopping center has CVS, Starbucks, Safeway, John Muir, hair & nail salons, gas station, other banks, and plenty of restaurants. Rushan KP is the man. Please give this guy a raise or promotion. He goes above and beyond for his customers’ satisfaction.”

“I love this place! I have been going here for decades. Customer service is top-notch. When they switched to kiosks, and the customers did not like them, they listened and removed them and returned to the one on one personal service, which I really appreciate. They know their stuff, they’re very efficient and friendly. Would give it a sixth star if I could!”

“Mayra Medina is friendly, competent, and fast. I would recommend any of my family and friends to Patelco because of the professional service Mayra provided during my first visit.”

“Excellent and caring staff…so helpful .this is the best bank, They make you feel at easy when you are in distress and under pressure.

All the folks hear are tops, I was instantly set at ease after a horrible experience with a difficult transfer outcome. Thank u Rachel ! You are the best,,!”

“Amy, Steve, and Farzad were fantastic! The minute I walked in, the vibe was warm and professional.
My transaction was seamless and quick.
I will go out of my way going forward, to visit this branch when needed.

Thank you BMO Walnut Creek Ca!! 😊”

“This bank cater's to wealthy individuals and is very accommodating to our families needs. We love the personal attention. We still have a BofA account and I went in there the other day and folks, the difference is apples and oranges.”

“This branch has the most amazing customer service! It was my first time there, but I will go to this branch from now on. Such friendly bank tellers, personal banker, and the manger Kraig, was great too. Firstly, while you wait in line, the manager greets you and determines the need to triage the line so you don't wait very long. Nelly the personal banker was so nice and handled my banking mortgage issue. Susan the banker teller is wonderful and so personable. They are such a great team!”

“I needed to do a wire transfer around lunch time where most of the employees have gone to lunch and I would have to wait an hour for the next available banker. So I kindly asked the teller because I told her it was urgent and I have to get it done today before 3pm. So the teller went straight to the branch manager, Zanna and she took me in and assisted me and resolved my issue. Much respect to her and her team member. Thanks again!”

“I've been doing my business banking here for 3 years now and the service is top notch. I am greeted by name when I walk in and they really show they care about my business. Highly recommended.”

“I have been banking here since 2013 or so. I originally had gone to the then new Martinez branch in the Lucky Plaza on Arnold Drive in late 2012, but they did not have safe deposit boxes. So after calling around a bit, I found this branch. It is in a very safe area, located at the Rossmoor Town Center. This is named after Rossmoor, a private wealthy senior citizen's residential community of homes called nearby. That is one of the first things the banker told me when I signed up (the branch manager, who since has retired). I laugh, since this used to be called just Rossmoor Shopping Center; and, until recently, was an outdated dinky little plaza, and still is in some ways. I guess they wanted to give it a more upscale image, just like the disgusting Hilltop Mall in Richmond, CA is now called the Shops at Hilltop or Hilltop by the Bay. There is also a older Safeway and newly-renovated CVS and Starbucks in this plaza, which is convenient. There also is a John Muir Heath outpatient center across the street and nice Rite Aid with a drive-thru too. If you come here during lunch, there is also some food truck parked outside on the street, due to all the health workers. Well, in regards to the bank itself, I have always received excellent service here from all the tellers and bankers. One even knows me by name (Chad). If there is more than one person in line, one of the bankers will come out to assist the tellers, so you never have to wait long. They had a nifty Customer Appreciation Day last May with taquitos, cookies, rice, beans, etc. It was over when I got there, but they still had plenty of leftovers, so I helped myself. They safe deposit box area is nice, since they have two private rooms to go to sort out the contents of the box. They used to have signature cards to compare your signatures to (in addition to checking your ID) before they let you get your box, but now it is all PIN based. One time, years ago, they had the signature card out in advance for me, since I used to come every day then for my safe deposit box, and they saw me arrive in my car. They also have water (warm usually from all the ice melting), coffee, and hot chocolate for customers, as well as suckers. The waiting area is nice,with plush easy chairs. (I sometimes have to wait here to see a banker before going to my safe deposit box). I have had to wait no more than five minutes usually. One time it was over 20 minutes and I had to be somewhere, so I left. The branch is always very clean. The pens they have tied down at the bank slip area before the teller windows were always out of ink in the past, but I have stopped using them anyway, in favor of my owns pens in my purse. The tellers area is nice, since there are no bars or thick security windows like at other Chase's. I have always been able to get parking up close in their small lot in front. Otherwise, you have to park farther away since there is a Safeway there. It was tight sometimes when they were doing the renovations in the main parking lot, as Safeway cheaters parked in Chase's parking area (against the rules). One even parked in the handicapped disabled stripe wheel chair access area. I called the police non-emergency line, but they didn't come in time. They have also been accepting when I deposit all my change here, to make my purse lighter. I usually make weird deposit amounts, like $2.17, lol. Oh, this branch does not have a drive-thru, due to their location in the plaza, but does have excellent handicap accessibility, due to all the senior citizens they serve.”

“This review is for Natalie and her amazing customer service. During graduation season I do a ton of money lei's and needed 50 $2 bills. I came in and this branch only had a few and some were pretty beat up. Natalie filtered out the newer ones for me and called 2 other local branches to track some more down for me! On top of that her nails were amazing and I asked her where she goes, let's just say I have been going to the same nail salon ever since.”

“Best Chase experience I’ve had! I went in to open a new account after dealing with an identity theft situation, and Willie and Steve were absolutely a pleasure to work with. They answered all of my questions, were patient and knowledgeable, and really helped put my mind at ease during a stressful situation. I truly appreciated the level of care and customer service they provided. Highly recommend this branch!”

“I'm looking at these old reviews and wondering what is up with people! This is a good bank. All banks are short on tellers these days but I've never had to wait very long. And if you park in their lot and go "shopping," what do you expect? Of course you're going to get ticketed. The parking lot is for bank customers and I like that convenience. I've been banking here for years and have never had any issues.”