Banks in San Ramon, CA

30 locations found near San Ramon
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“Gloria Melendez provided an outstanding loan experience while buying my house. From the start, her professionalism and expertise made the application process seamless. Gloria's commitment to securing the best terms tailored to my financial goals was remarkable. She maintained transparency through proactive communication, instilling confidence at every step. Gloria's dedication and proficiency exceeded my expectations, making me a loyal customer. I highly recommend Gloria Melendez for a stress-free and personalized financial journey at PatelCo.”

4.7 Superb35 Reviews

“I just want to take time to complement the branch manager. Her name is Robin Mac Donald.I was targeted by a scammer who had access to my bank account, was taking money out in a fraudulent way when I found out that these people were not legit. I panickedI left retail banking years ago and joined Provident credit union who has been awesome when I told Robin my problem, she stopped everything she was doing call me into the office as I was conversing with one of her tellers, and she change my bank account number for me immediately she was trying to think of ways just to get me out of the mess that I was inI thank you so much Robin for saving my financial Reputation she close that old account and gave me a new one and she took time to do all the paperwork and it was pretty lengthy. Thank you so much Robin for your great hospitality. People are often not recognized as they should be. I just want to give you five stars for excellent customer service . .⭐️ ⭐️ ⭐️ ⭐️ ⭐️”

4.4 Superb53 Reviews

“Very friendly and courteous. Extremely helpful. I owned a small business and Manger Dominique and Matt helped me with my county paperwork and submit. They offered personal and business banking services with dedication. They even went to the county to file. Going way above and beyond when comes to helping customers. All other staff Mona, Rachel, and Natalie, as well as new staff members, are Bijal and Grace also provide very professional customer service. I am extremely lucky to have them as my banker.”

5 Superb21 Reviews

“I've been a member of this credit union for years. They have always been very nice and professional. I've never had a problem with Pacific Service Credit Union. They also will alert you via text if there is any inquiries regarding fraud alert or suspicious activity on your account.Very low interest rates on your visa credit card and car loans. Very happy member! Always had my back when it comes to my financial needs. Thank you PSCU!”

4.7 Superb26 Reviews

“If we could give 10 stars to Stephanie Kates in the Pacific Palisades, Los Angeles office, we would. Stephanie was actually the THIRD loan officer with whom we worked. The first came highly recommended from a busy WeHo realtor, and her rates were okay. The second, a duo, came highly recommended from another busy WeHo realtor, and their numbers were better -- but they made a fatal error when we were in escrow. Our realtor knew we needed someone who could save the deal and quickly, so she referred us to Stephanie, who worked late into the night to help us and beat them all. She was thorough, fast, and more than competitive with her rates. We couldn't have gotten into our new home without her. Cannot recommend Stephanie enough.”

4.3 Superb28 Reviews

“I wanted to leave a review because of how happy I was with the help I received at the front desk and was shocked at the low rating for the branch! To offer another perspective on some peoples bad experiences consider the fact that schwab has like a million different products and things to know. The people working there for 5 years may only know 10,000, the people 10 years 100,000 and 25 years 1,000,000. While the woman who helped me did not know the exact answer to my question she was able to look up the answer and find it for me which to me is just as valuable as knowing it by heart.”

3.9 Good54 Reviews

“Wow! I had an amazing experience here! My elderly mom was in the middle of a scam phone call and was already in the bank lobby ready to make a withdrawal as instructed by the scammer. She had called me and I was on my way there. Before I arrived, Ahmed, the manager, noticed that something wasn't right. He alerted his staff to not allow any withdrawals until I arrived. Once I arrived, we were assisted by Mahesh Kapadia and assured that all of their accounts were fine. Without Ahmed's protective eye, my mom could've been victim of fraud. Thank you Ahmed and Mahesh!”

3.6 Good38 Reviews

“If you bank at Wells Fargo and you’re near the shopping center it’s convenient to go into the ATM to get cash. there is a huge parking lot because it’s next to Whole Foods and HomeGoods,”

3.7 Good23 Reviews

“Only back I trust. Had issues with Patelco opening a closed credit card. Never had an issue with Chase. They aren't always the best with customer service but they are good with our money.”

3.7 Good9 Reviews

“dude daniel was so awesome forreal i mean i really extremely love his customer service. not all wells fargo have good customer service but this guy right here made my experience so cool. i am definitely going back. i dont know about other people experience but mines was unforgettable awesomeness thanks daniel”

5 Superb3 Reviews

“I just had a very positive experience talking with Liliana over the phone. Needed help with FS 5444 and she went above and beyond in helping me with the same. Thank you Liliana for your kindness and helpful intent.”

3.1 Average18 Reviews

“My mother had lots of problems, she went to this branch, Kaveh Amin helped her all the way, and made sure she is taking care of. Thank you Kaveh, Wells fargo is great because of people like you.”

2.9 Average43 Reviews

“I became a member of Chevron West Credit Union in 1976 and continued being a member when it changed over to CFCU. I give CFCU a 5 star rating because I am forced to deal with banks in my small business and they are a nightmare to deal with. I can say from experience CFCU customer service is superior to any bank I have dealt with.”

3 Average10 Reviews

“I was a customer at the Walnut Creek Branch for at least 15 years. I would still be one except I relocated from California to New Jersey. I had both my personal and my business accounts there, as well as my state bar trust account. The service was excellent. The staff, both in the branch and on the phone, were unfailingly helpful and friendly. They have a small business feel, not a large, impersonal corporate attitude. They served me well all those years.”

2.8 Average20 Reviews

“The Banker Kathy R (I don't remember the complete last name. lol) and the Tellers are very nice. They are always welcoming and smiling and available to help. My husband and I both agree that we usually only see 2 tellers and Kathy. I just would have thought more people be available to assist. We rarely ever see the manager around.”

2.9 Average9 Reviews

“I get most of my bank work online from depositing checks to transfers of funds etc. If I have to go into the bank, San Ramon. CA branch folks are Good courteous people. They do their best to accommodate my queries.”

2.3 Poor3 Reviews

“This review is for the service, not for Bank of America. I was having trouble with depositing at the ATM, and when I went into the bank I was freaking out a bit--because I was feeling upset and desperate, I didn't speak very calmly to the manager. She was compassionate and professional in return, and explained the situation to me as she understood it. I then deposited my checks with the teller, who was also very nice and understanding. I feel bad for not keeping my cool, but I want to thank the staff for being kind, compassionate, and professional.”

2.3 Poor3 Reviews

“The staff here are very helpful and accommodating. I wish other Citibank outlets were as good as this location, but unfortunately that's no always the case. This is why I go to this location when ever possible.”

2.4 Poor23 Reviews

“This is an overdue review. Matt Johnson provided excellent services for my Private Client Account. Matt got promoted. Congratulations to Matt!Recently the customer service screwed up my account links to my both kids' after I changed my account type. Fortunately Lorraine Li swiftly solved the problems and successfully re-linked our accounts based on our needs. We sincerely appreciate Lorraine Li's quality service.”

2.4 Poor33 Reviews

“I love this bank. The manager goes above and beyond and they treat you like family. Doug Crane is easy to work with and he handles a lot of equity lines for myself, my family and friends. I am a mortgage lender and I know how to identify good lending services when I see it. Highly recommend!”

2.1 Poor8 Reviews

“I love this bank. The manager goes above and beyond and they treat you like family. Doug Crane is easy to work with and he handles a lot of equity lines for myself, my family and friends. I am a mortgage lender and I know how to identify good lending services when I see it. Highly recommend!”

1.9 Poor8 Reviews

“We are joining those who went RV shopping for a safe, social-distancing activity for our family during this pandemic. We applied with Bank of the West - Essex Credit - online and was assigned to Robert Brewer (RV Loan Consultant). Our experience working with Robert was second to none! From the first email that we received from him notifying us of our approval to his ongoing email updates guiding us every step of the way, we received superior customer service and great attention to details. He was even able to increase our loan so that we could put down 50% in cash and get a loan for the balance. We just received notice today that the loan has been funded and closed. We simply could not be more pleased with the customer care that Robert provided. Since we are buying from a private party, he even took extra efforts to ensure the seller was updated on the sale proceeds and loan payoff so that we could have a smooth key exchange. All in all, if you need an RV or boat loan - try to work with Robert Brewer at Essex!”

2.2 Poor64 Reviews

“This bank provide good service , and offered good credit cards for the students and other people , and the people who are working over here provide good services like first come first serve pattern .”

2 Poor24 Reviews

“It's really very good experience for me about opening my account in BoA. There is a person named Bobby claire, really helpful and Co-operative one. He told me every single thing about my account. I really thankful for him.”

1.9 Poor46 Reviews

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