Banks in San Mateo, CA

30 locations found near San Mateo
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“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).”

4 Good42 Reviews

“It is a privilege to belong to this Credit Union and the perks are awesome. The branches are small and very helpful. You're not dealing with a huge bank that doesn't care about their customers. I've done my personal banking here many years and utilized them for vehicles loan. The Credit Union does extend its membership to your family, which is also a nice perk.”

3.9 Good18 Reviews

“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!”

3.9 Good17 Reviews

“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.”

3.7 Good23 Reviews

“Even though it has been taken over by Chase Bank, customer service at this branch continues to be stellar. They are helpful, supportive, and competent. More businesses can learn from them.”

4.8 Superb4 Reviews

“Lin Zhou was terrific and her attention to detail while breezing through my account application indicated to me that she is a seasoned professional. She is a valuable asset to JPMorgan Chase Bk NA. All my expectations were exceeded and I left very happy. Many thanks, Lin. Time stamp visit: 090723, Thu approximately 1245.”

3.3 Good32 Reviews

“Royo the bank teller provided me with attentive and courteous service when I visited this branch on Thursday, January 4. This branch's reputation stood out from the others because of his exceptional service. Royo was deserving of a raise and recognition from the company.”

4.2 Good5 Reviews

“Big shoutout to Sunny Yang at San Mateo branch! Seriously, she's hands down one of the best consultants I've ever teamed up with.So, we had this task of shifting some assets over to Schwab from another company. You know how it goes, tons of roadblocks: forms everywhere, notary stuff, and all that jazz. We were making calls left and right to our assigned agent, but they were slow as molasses in January and didn't really help. Enter Sunny Yang – she's the real MVP. She spotted our pending case in the system and reached out, offering her wizard-like assistance. Super responsive, friendly, and total pro vibes. She stepped up and started making requests for us, sending us options, and basically guiding us through the maze. Thanks to her, we managed to sail through the transfer like a breeze. Wwithout her, I'm not even sure we'd have pulled it off.Keep rocking, Sunny! ??”

3.1 Average39 Reviews

“This bank is so pleasant. Always helpful in every way. They go the extra mile in resolving an issue you may have. A shoutout to Diane, Mgr., and Camilton. Both were so helpful in handling my concern. The entire staff at this bank are super! Love this bank!”

5 Superb2 Reviews

“This bank is wonderful. The people that work there are very knowledgeable and great customer service. The minute you walk in you are greeted. I would recommend this bank to my friends and family. :) Thank you carla”

3.1 Average16 Reviews

“This bank is wonderful. The people that work there are very knowledgeable and great customer service. The minute you walk in you are greeted. I would recommend this bank to my friends and family. :) Thank you carla”

3.2 Average10 Reviews

“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.”

3 Average12 Reviews

“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!!”

3.7 Good3 Reviews

“I have been living in San Mateo for more than 20 years, and my first option to open a bank account was in Bank of the West. Always I have had the courtesy, professionalism, and excellent service from Mandana.”

2.8 Average29 Reviews

“Walked into this bank branch after having a horrible experience on 3rd Ave. I was greeted by Esther who took care of opening a new account which I struggled to get done on 3rd Ave branch. This is the branch I will use going forward!”

5 Superb1 Reviews

“My Mom passed away a couple of months ago. So, we had to delete her name in the account and add my name. The account already had my 2 brother's names on it already. I make an appointment about a week ago with Kevin Cho. I was surprised when he call me on Friday to confirm our appointment the next day and discuss the goal of our appointment, then told us what we need to bring so that we would be successful in removing my Mom's name and add my name. Kevin was great from the start, he greeted us when we entered the bank and was very patience and explained everything in detail. The bank closed at 2:00, but we didn't finish until 2:15pm. Kevin did not complaint and was always friendly. I would bank here because Kevin works here. Good job.”

5 Superb1 Reviews

“I got there with an appointment for notary service, but the person assigned by default doesn’t have the license. The brand manager Glady welcomed me quickly, and offered to help. She is very professional, caring and responsible. I recommend this branch and look forward to working with her in the future.”

2.7 Average36 Reviews

“Amazing customer service and client oriented. They even remember your name. The rate on their Heloc was the best we found. They worked around our schedules when we had to come in to sign papers. They also were able to get it approved and funded quickly with no fees.”

3 Average2 Reviews

“Fairly new to this bank which was highly recommended by an old friend of mine. Very friendly staff and very helpful in getting my new account set up. Free checks were given to start off and access to online banking was easy to establish.Keep in mind their shorter opening hours/ days. I'd still recommend giving them a shot and as a big bonus ... they are very dog friendly : )”

3 Average2 Reviews

“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.”

2.6 Average11 Reviews

“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.”

5 Superb0 Reviews

“The 5 stars is to Grace Cheung and her branch for assisting a urgent matter. They went above and beyond what my branch would do for me. Her branch is one of the few positive things I can say for this company. I can't say the same thing for others who have brought only a negative experience and inconvenience.”

2.3 Poor3 Reviews

“I was trying to get some bank fees reversed and the banker wasn't available until the next day, which meant another inconvenient trip back to the branch. Branch manager Deepika Kumar was more than accomodating though, getting on the phone with customer service and made sure that not only were the charges reversed but that my credit card was linked to my business banking account so that the charges wouldn't happen again! This was not her job to do this but she stepped up and made me a happy customer!”

2.2 Poor8 Reviews

“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.”

2.3 Poor77 Reviews

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