A special shout out to the amazing Susan Schulba. I just joined and she exceeded my expectations…read morewith my vehicle refinance. I applied, and less than 24 hours later my new membership was established and my auto loan funded. I work for a different Credit Union and know how important service is. Based on her service, I will be transferring my main checking account over and making Upward my main financial institution. I would also like to recognize Nancy Romo, who assisted with my new membership opening. I don't think someone could be any nicer and friendly. She gave me helpful tips, let me know what to expect in the near future, and offered to assist my family if they need banking assistance. How thoughtful and considerate. So happy I found this local credit union!

My parents have gone here for years…read more So beyond disappointed with their lax service, disorganization, and lack of attention to detail. Nicolette doesn't know what she is doing and make sure you get the line transferred elsewhere if assisting you. Would never use them again and will be transferring all accounts elsewhere.

If you're looking to purchase a warranty for your home, these guys are DEFINITELY NOT who you want…read moreto go with. If your buying a home, sellers will typically provide you with one, insist that it NOT Old Republic. I know this because they were included in the purchase of our home. This is the first time I had to call for their services, and she considered our situation as "TOP PRIORITY ". ( no water to entire house to prevent continuous leak at valve under sink). She emailed me info for tech services coming out, I called for an eta, they don't work Sunday's!! I call back for another company and I remind the operator to confirm availability and she says, " I can't confirm, but our contact clearly states we will have services to you within 24 hrs of you call". Are you kidding me!??!! TOP PRIORITY. By the way, you still pay $75 for service call ( they pay the rest). Don't go without a home warranty, just NOT OLD REPUBLIC. They didn't deserve the 1 star but I couldn't post otherwise !!

I'm a real estate professional and have been in this field for 14 years. Dealing with Cirina has…read morebeen a nightmare. We are supposed to close escrow tomorrow and I have been leaving her messages all week and have yet to have her return a single phone call. Today she was supposed to call the sellers to arrange a time for them to sign the closing paperwork. It's 4 PM and she has not called them. I would send her emails letting her know that the sellers would be out of town and she would not reply or followup. She needed to contact the trustee and get an affidavit from her. I sent her the trustee's email address on Monday. I called Cirina this morning and asked her if she got everything she needed, to which she replied that she needed the trustee's phone number. It's Thursday, so she sat on this for three days and wouldn't have asked me unless I followed up with her. We're supposed to close tomorrow. I asked her if she got the wiring information from the exchange company- she told me the exchange company hadn't contacted her with that info. I contacted the exchange company and they had given her that info at the beginning of escrow. Worst escrow experience I have had in my career. There's still a chance for escrow to close tomorrow, but my seller will need to bend over backwards to accommodate Cirina's schedule.

The Manager Mark is very nice and very helpful, very knowledgeable and very professional…read more Great stuff specially Miss Naomi and Taylor whi are doing an excellent customer service. This Brunch is highly recommended. Jalal Bouagou

This is one of the best banks I've ever dealt with! Their service is extremely respectful and…read morehelpful. Whenever I face a problem, they handle it as if it's their own, and they don't rest until it's solved. They always welcome me with the warmest greetings and genuine smiles. Even if I might be their smallest client financially, they make me feel like a millionaire. The manager is amazing, and the staff are just as wonderful. Thank you from the bottom of my heart for your outstanding service!

Just had the most wonderful thorough professional experience refinancing my two cars with Terry…read moreZhang in lending services at Monterra Credit Union. The entire transaction was done seamlessly made possible working with Terry. He knew details immediately, presented solutions, and finished the process quickly and confidently helping me save thousand on car payments. If you don't like hassles and want the best customer service, best price, professional attention to detail, and do not want to waste time then use Terry Zhang at Monterra Credit Union. They have the best rates and are very easy to work with.

I recently had to close my account after 25 years, due to moving out of the area. I handled…read moreeverything by phone and was told the process was complete. I agreed to pay a $30 fee to have my check expedited overnight via UPS and was told I would receive a tracking number by email. I never received the email. When I called the next day, I was given a tracking number, but there is no confirmation of the transaction, and since my account is now closed, I can no longer log in to verify anything. I did receive the check--but it was not sent via UPS as promised. It was sent by regular USPS mail (postage of $0.74), yet I was still charged the $30 UPS overnight fee. I called to report this and was told someone would look into it and call me back within about two hours. I never received a return call. Now I will have to call again and spend more time trying to resolve this. This experience has been extremely frustrating and unprofessional. After more than 25 years as a customer, this is not how I expected to be treated. I would not use this institution again.

Super nice and very helpful people!…read more Great place to go banking! They make you feel welcomed!!

Great service and friendly staff. I have been a customer before it was Unify Financial (Western…read moreFederal CU). I even had my boyfriend, now my husband, open an account there. Unfortunately, the one on Cherry is the only location I know in the Bay Area. But for ATM machines, most of all 7/11s or Walgreens, Costco have Allpoint ATMs. Lina, who works in the Cherry location, is very accommodating and helpful.

Tow young ladies works there they do the best to no open accounts or to no give you any information…read morejust to stay setting for bla bla bla and checking phones No help No information No knowledge about the job. She visit the banker inside 3 times to ask what she should do after that she told me hen need 45 min on lunch break

I opened a new savings account with Chris, and right after I went home from the bank, I checked…read moreonline that I was actually eligible to get the CASH Bonus (which I believe $200) and I did not get or was informed at the time when I opened this new savings account. The next day I called and spoke to Chris, and he was fully aware about the bonus (but hey.. still did not inform me at the time), and asked me if I could provide him with the offer code. I gave him the offer code, when he tried to enter, it could not be applied because the account was already opened. He then told me that the code should be applied right when the account was open (Yes, and you should be nice enough to tell me about it!!!). So I lost the CASH bonus I was eligible for. Chris told me that he should not be the person who inform be about the cash bonus because that promotion comes from marketing department. I don't buy his excuse, and I don't understand why someone can not be nice enough to tell the customers any promotion that they are entitled too??? And why he even told me about the Chase credit card points rewards for that month if everything should come from the marketing department? Another thing is: When I opened the account, I clearly told Chris to set up automatic payment for my Safe Deposit Box, but I still got a letter from Chase saying I haven't paid for the safe deposit box!!! What are you doing, Chris??? DID YOU EVER LISTENED TO THE CUSTOMER??? I am a very long time customers (more than 10 years) for Chase Credit Cards. The behavior of the staff make me think I should switch to another bank.

Amazing service. From the front line and on to management…read more Bill is always professional, ultimately knowledgeable and ready to help. He can find alternative solutions that others can not. Thank you all.

I live in Millbrae, so I went to the Millbrae branch first, but even though there were no…read morecustomers, I still waited at least 15 minutes so someone could help me, but it looked like they were short of staff, or I had no idea what was going on there. Finally, get up, and I asked one of the gentlemen can someone help me to open the new account. My profile is in your system, so it will not take long. He asked me if I had an online appointment. If not, he can't help me this week. Then I was so happy that I went to the Burlingame Broadway branch, yes they were busy, but at least I got a welcome smile, and Pervin asked me if I had an appointment, and I said no, sorry, I would be traveling next week so like to have my debit card with me. She said since you have a profile with us, let me find a few minutes between my appointments, and I will help you, but you have to wait 10 mins. I was so impressed by her manners and respectful communication, and of course, I don't mind waiting. She returned in 10 mins and took care of my request in a few minutes. Thank you, Pervin, for your help and your kind help. I definitely will go to this branch instead of Millbrae.

I tried to make a deposit today & greeted with a teller;however, the teller went to a room & left…read moreme to wait. I had no idea if she was on break or something else. I just had to wait there for around five minutes without knowing what was going on. Usually teller would take care the customer first when they greet you. At any rate, this is not the worst as there was a female manager asked me what the problem was. I explained to her what happened about the lousy customer service but she told me the teller was sick & it was Christmas time. She did even asked the teller why she just vanished after greeting me. I don't understand why the female manager is still able to working there without termination. I also saw some other bad review complaining about the manager. Citi bank is a reputable company but I personally hope that the upper management can get rip the bad apples as they would continue to tarnish Citi reputation in the long run. Now I fully understand why the branch have the bad reviews all along! I will do business with other bank who can understand the importance of customer service!

If I could give them no stars I would…read more Fatima the manager is incompetent and doesn't know how to manage. Wanted to close out one of my accounts, and they didn't know how to do that. They also didn't know how to much I needed in my account in order to maintain a free safe deposit box. Nor did they know how to cash out checks. She kept giving me one teller after another and Fatima didn't even care because she herself didn't know how to do the job or answer the questions I had. Totally incompetent.

I've been to this location a few times inside to assist with transaction and never had a issue…read more Everyone I interacted with were nice. I usually go to the ATM since it's around the corner from the acupuncture clinic. Big parking lot on side or street parking.

There's no value in being private client. I tried calling the branch. They don't answer phones…read more Ok, so I go in for a notary then they say there's no notary go to another branch, I go to 4th st then the notary says he won't help me because it's a non chase document. Chase has notarized docs for me before. Hey Chase, notary is a normal service that OTHER banks do. So I go into the Burlingame branch to try to talk to the branch manager. She's busy but leave your business card and she'll call you. Guess what? No call back. Wow, Jamie Dimon your ceo would be really disappointed.