Banks in Milpitas, CA

26 locations found near Milpitas

“I would give Hoa Dinh, Meriwest financial service representative, a 100-star rating if I could! Hoa took the time, care, and attention to detail to review my accounts and help me get my first car loan. I never felt like I was being taken advantage of or was trying to be up-sold in any way. Hoa was trustworthy throughout the entire car loan process and was up-front and transparent. When I was coming in to inquire about my car loan, Hoa even reviewed my existing accounts and I am so glad she did because she made me financially advantageous recommendations relative to my older existing accounts. When the dealership created a problem with the loan process, Hoa walked me through step by step through the entire process and I felt confident in the support I was getting. She was responsive and available to help throughout the entire process with no questions or wondering. I was set up for success and would recommend her support to anybody! 100% satisfied with the outcome!”

4.5 Superb73 Reviews

“Online banking, auto sale, mobile app, great rates, great staff. It is not a bank!!! Bought lots of cars from Tech CU. Love online banking - so versatile. Love Tech CU. My wife and I worked with Beneil recently for a car loan. He was extremely helpful throughout the process! My hats off to Tech CU and Beneil!”

4.7 Superb82 Reviews

“So excited to have made the switch to a Credit Union. Holly Do helped me open a couple accounts and made the transition so easy. She was super helpful in guiding me and helping me select what I needed for my unique situation. She is super knowledgeable, friendly and professional. If your in need of any type of loan, definitely stop in and see Holly. She has been and continues to be extremely helpful!”

4.6 Superb68 Reviews

“Super convenient and fast service. It is indeed one of the best banks in Taiwan. Thank you to the counter staff for their professional help. Recommending Daisy’s assistance.??”

4.4 Superb15 Reviews

“My Tita or Aunty banks with US Bank. I take her before we go to Seafood City. Branch is is the same Plaza Milpitas CA. I walked in and and asked about opening an Checking Account. Ria Rimando gave excellent service and answered all my questions. She is very thorough and made it a easy for me to open a Checking account. Highly recommend Ria. Thanks US Bank.
Milo (meelo)...”

4.5 Superb23 Reviews

“Hands down the best car loan experience! I am a first time new customer - had 3 days to find a bank that would be willing to beat the rate that carmax was offering me. I called Patelco on a early Monday Morning Alex Q. Helped me over the phone he was very patient (knowing I was in a hurry) & understanding with me that I was nervous doing this over the phone and via email. He walked me step by step explaining throughly in a way I could understand & he made me feel that I could trust him with very sensitive information. Less than an hour later I received an email from Patelco indicating wonderful news & was able to beat carmax loan rate!! Finished the car loan application with Bernard T. Who also walked me step by step over the phone with uploading all personal documents needed to finalize the process. After many emails back and forth- He too was also very professional & understanding and patient with me! By 3pm Bernard was able to generate/print a check at my nearest Patelco location and I was able to pick up the check, then drop off to carmax that same evening! Both Alex and Bernard went above and beyond to help me without having to step foot in their Milpitas branch. So grateful they took my call and appreciate their willingness and efforts to help me. overall happy that a Patelco was able to help me! Anyone looking for a loan, do yourself a favor and go to Patelco first before stepping foot at any dealership. You won't regret it! Thank you Alex & Bernard! I will be referring more friends and fam to you!”

4.3 Superb53 Reviews

“My wife and I drive here from Los Altos Hills just to deal with MS. Acosta, who is the best manager and provides excellent service. She had helped us at a branch in Palo Alto and we followed here. She is the very best. Thank you.”

3.6 Good12 Reviews

“A big shout out to Suzzette, the Client Relationship Specialist at Milpitas branch who went above and beyond to help us with our accounts login issues. She was knowledgeable, patient and helpful, tackled many issues to make sure everything would work for us. There are lots of choices when it comes to trading and retirement accounts, Suzzette is our reason why we stick to Charles Schwab! Thank you Suzzette, we really appreciate you! ??”

4 Good19 Reviews

“Abdul is a banker here who showed great kindness when I spoke to him about some serious issues regarding a family member's passing. I appreciated his professionalism, calm demeanor and empathy. Thank you very much.”

3.4 Good16 Reviews

“This was the third location after driving around on a weekday that was actually OPENED ! Two other locations were closed at 10-11am on a Tuesday but no reflection of closing. The older lady who was at the door, I think she was the manager. I told her the other locations were closed without any notifications. She apologized. It wasn't her fault. One other person was at the counter. She looked like a teenager but she was friendly. I was in and out in 5-10 minutes.”

3 Average43 Reviews

“We used Nick 2x: for our brooklyn (new construction) condo in 2019 and our manhasset single family home in 2022. Even though he is based out of CA, he is super knowledgeable and responsive (my husband thought he was based in NYC because of how responsive he was even in the ET mornings). Nick also has the best rates. Both times (2019 and 2021), I reached out to other banks for rates and BoA has always had the best rates. He also does all these extra little things that you wouldn't expect... and it's those things that make a world of a difference. Cannot recommend Nick enough!”

3 Average41 Reviews

“Mr Syed Rafi Mohammad and Monica are very empathetic towards my situation and they are best in knowledge and experince in helping me out in a situation where other chase representative online and unable to help and provide me with correct resolution.”

2.4 Poor57 Reviews

“Being very surprised about the low score they have here. I have very good experience at this Milpitas local branch. No appointment, I usually just walk in when i recalled some troubles I need to fix. Last time it was 4 months ago Seema took the lead within 5 minutes after I completed that sigh-up sheet. She analyzes all the pro and con for my question applying promotion plans. Also the bank tellers whoever processed my checks are always polite and nice. I am very satisfied with this team considering they are so underrated among these comments

I went to this branch again. Great service as always
Thanks to Joanne and Tommy today!”

2.3 Poor83 Reviews

“They are human beings and they work hard just like the rest of us. Just because we don't like their operation structure doesn't mean we should hate the people. Each worker here has been genuine with me. I can always hear the employees speak to customers from truth and understanding.”

2 Poor18 Reviews

“This is a small Wells Fargo Bank and that same term describes its parking lot since there are neighboring businesses that share the same lot. Coming here during peak hours will potentially raise your blood temperature and cause mood swings- you've been warned. Besides that, the customer service is good. Employees are always here to greet you upon arrival. I normally do my banking transactions with the ATM machines but whenever I'm in need of assistance, the staff is pretty helpful.”

2.1 Poor40 Reviews

“Received great customer support when I visited couple of weeks ago. Got cleared all my questions about fees, and other expenses etc. Ms.Phuong was very patient to listen my questions/concerns and provided excellent customer care. Waiting time was very minimum ( less than 5 minutes).”

1.9 Poor26 Reviews

“Received great customer support when I visited couple of weeks ago. Got cleared all my questions about fees, and other expenses etc. Ms.Phuong was very patient to listen my questions/concerns and provided excellent customer care. Waiting time was very minimum ( less than 5 minutes).”

1.8 Poor52 Reviews

“One of the best experiance with BOA ever! Only wait 3 minutes for the appointment and get everything done in 30 minutes. Both manager Ana and banker Min are super nice and very professional.”

2 Poor67 Reviews

“I went in at the end of the day to schedule an appointment for an account update and after waiting I was told I had to go online for an appointment. One of the bankers saw me making an appointment on my phone in the lobby and helped me out right away. Thank you so much Chau for helping me with my updates your customer service is impeccable and made my experience in the bank great!”

2.1 Poor55 Reviews

“I was having an ok day running errands. I left this bank feeling awesome. Seema has got to be the most genuine and positive person I have ever met. Everyone from the minute I walked in and left, just amazing!!! Opened a new account today. I trust them and know my money is safe! Thank you Citibank”

2 Poor60 Reviews

“I was struggling with some issue but Criselle Vasquez helped me to solve my issue even it's about office close time. And then the issue was resolved. she was kind and proactively helped me.”

2 Poor132 Reviews

“Bank followed Covid-19 protocols. They had shields up and standing stickers for customers. The limited the capacity. I think they did give out hand sanitizers. Jimmy Nguyen greeted me and helped me get a chair. Lien Nguyen was the teller who helped me and she was friendly. Of all the other banks I went to, this bank has great customer service.”

1.6 Poor47 Reviews

“I like this Wells Fargo more than any other because one, they have atms inside that allow you to withdraw more cash than my daily limits compared to the atms located outside, and two, for the friendly staff I have been coming to this bank since 04'”

1.3 Poor20 Reviews