I had a really terrible experience over the last few months with RCU. It all started with fraud,…read moreand ended with a customer service representative strong arming and lying to me. I was livid to say the least. It turned out that I was just speaking to the wrong people about my issues. Once I came forward about the final straw, I had representatives clambering to provide needed support and information. My issues were rectified and the individual who pushed me to the edge was given much needed coaching. All in all, though it took 2 months and more phone calls than I care to recall, RCU (and Josh Wong specifically) made up for the hours of frustration. Josh ensured that all of my questions where answered and needs were met. He circled back to tell me that action had been taken regarding my concerns and followed each issue through to its end. This is the kind of service that brought me to RCU in the first place; and this is the kind of service that will keep me as a patron and member.

Have used RCU for our business and personal banking, for over 35 years. Still great local service.read more

Just wanted to give the highest compliment to Leticia! I…read morerecently lost both my parents and she made the entire process painless and was so beyond kind and professional. They hired a great employee in Leticia at this branch.

I recently required assistance with transactions in my account. First I called the corporate…read morecustomer service number and they had to escalate my issue to a higher level representative. Due to the nature of the issue, they recommended I go to my local branch and speak to a banker, which I did on Nov 2, 2023 at the Petaluma branch on Western Ave. Alvaro Pulido assisted me with my account. I would say it was a very good experience. Alvaro listened carefully to my questions and concerns, examined my account and the transactions in question, and effectively clarified everything for me. I left with a good understanding of my account and I felt happy with the experience. You can tell when someone really wants to help you and Alvaro really does. I recommend him to anyone that wants to speak to a professional banker that also cares.

LONG LINE almost every time we go in there. Usually only two tellers, and one of them is the…read moremerchant's teller. When you finally get to the front, they are friendly enough -- even with all those people in line glaring at them. Must be stressful. Who picked out the dark strange carpet? So depressing. Feels like the old Winston Tire Shop who used to be in that location.

The worst branch I have ever been with rude and unprofessional staff. Had very unpleasant…read moreexperience today with a cashier lady that was so out of place and rude to me for no reason. I hate this place. Have been a customer for years and loved the service in San Jose and San Francisco. Even when I first moved to Petaluma and was looking for homes, the staff here was so useless and not helpful.

I have been banking with Exchange Bank in Petaluma for over 8 years and have found the entire staff…read moreto be very personable and knowledgeable. From the branch manager (Edie Cheda) all the way down to their newest teller. I especially want to single out their Retail Service Manager, Leah Maus. Leah was the first person who helped me open up my business banking account back in 2012. On my 2nd visit to the bank, Leah said "Hi Don" when I walked into the branch. This floored me as no bank (Chase, Wells Fargo, Redwood Credit Union, or Washington Mutual) person had ever remembered my name when I would walk into their branch regardless of how long I had banked there. Ever since, Leah has been taking care of my banking needs, both my business & personal accounts. Leah is always very friendly, helpful, and most importanly, professional. If she doesn't know the answer to one of my many questions, she will find out and get right back to me, without ever making me feel like I'm bothering her (which I probably am). The entire branch has a "small town" feel to it and I highly recommend banking at Exchange Bank - Petaluma. Don White

I want Exchange Bank to see this Yelp review because they're steering people into Visa accounts…read morethat can end up ruining their credit score. The only Visa card offered by Exchange Banks is owned by a company called Elan. And Exchange Bank should look into the reviews of that company that are posted on the Internet and then hopefully, change who they do business with. I'm posting this as a warning to anyone that might want to open a Visa account through exchange bank. We have used Exchange Bank for years and have had good experiences with no complaints. We've always just used their ATM debit card because we have a Visa through Costco. Because of other circumstances, we recently inquired about opening a Visa card through Exchange bank. Thankfully, we made some inquiries on line about the Visa company that they use, which is Elan. And we're shocked that universally all the websites that report people's experiences such as Yelp gave Elan Visa cards, one star and many users stated they wished there was a no star rating available, because they've had so many problems whenever they reported fraud on the card . Elan Visa card holders state that Elan does not help and often accuses the client of conducting the fraud. My advice is stay away from Exchange bank's Visa cards.

Very friendly and helpful and very nice. Kid friendly…read more Prompt and professional. Easy parking. A little hard to find if you don't know it but it's great. helpful

THREE BANKERS AND A BOUNCER I walked into my local Chase…read morebranch to deposit a check into one of my Chase accounts. The teller said she needed to check with her manager. The manager refused the deposit because the check, from a local business that has always known me by my nickname, a name I've had since birth, was made out to that name. I wasn't trying to cash the check or withdraw money. I just wanted to deposit it. I've banked with Chase for years, and I was stunned they wouldn't accept it. When I pushed back, the manager called in her bouncer, a young man in his 30s, physically fit, in plain clothes with no uniform or ID. He approached me, a 79 year old man, in a threatening manner, told me to leave or he'd call the police, and started moving me toward the door. A young, strong man closing in on a senior and physically threatening him is a threat, plain and simple. As he paused, a wealth manager I'd worked with before recognized me and stepped out of his office. I asked him, "You treat a good customer like this, and you want to manage my money?" He had no answer. I tried to photograph the manager, but she held up a file folder to hide her face, safe behind the bulletproof teller glass. The bouncer backed off as I left. I don't know if anyone called the police. I have never in my life been asked to leave a business, let alone one I trust with my money. Would the manager refuse access to funds I entrusted with the bank? Who knows? Epilogue: still shaken, I got home, tried to relax, and decided to try the Chase mobile app instead. Deposit submitted in under a minute. Later that afternoon, an email arrived: "We accepted your check deposit." Thanks, Chase! So the Chase app did in sixty seconds, civilly, without threat or disrespect, what four Chase employees (a teller, a manager, a wealth manager, and a plain-clothes bouncer) could not do. Worth noting, Chase has been cutting jobs all year, including roughly 250 in Texas and 475 in New Jersey, and CEO Jamie Dimon says AI has already trimmed headcount 30 to 40 percent in some areas. Here's a thought for Mr. Dimon: your app did what three bankers and a bouncer couldn't: help a loyal customer deposit money. Pull the security footage if it still exists and tell me if this is how Chase cares for its customers. Maybe this is how the bank got its name: by Chase'ing out its customers.

A bank review. Yes, a bank review…read more Right from the get-go, you know Bank of Marin is just a little different from the rest. Walking up to the deceivingly plain in fascia of the 4th Street branch you find the door, grab the handle and... BANG!*%^#&CLANG... what ? Why is the bank closed? They aren't, you just have to be buzzed in... COOL ! Make sure you take your hat off, leave your unibomber shades in the car and you might reconsider that full length trench coat you're wearing on a hot sunny day....freak. Posted outside the door is a sign relaying this message and you must abide by it to get in. The dude abides. Once you are in though, things just keep getting better. You see, for some reason there is never a line there. The branch manager is always available and at her desk if you need to speak with her. In fact if all of the tellers are busy, she has no problem processing your financial transactions herself. At Bank of Marin, customer service really is their specialty. And it's not like the other banks. There is no script the tellers follow. There is no closing statement with the mandated corporate speech and smile. The tellers get to know you and you get to know them too. There exists a very human element to this branch. Sometimes yourself or the teller is having a lousy day. It happens, and its OK. The last thing I want if I'm having a down day is to listen to some teller run though the cheery greeting, bogus small talk and chipper closing you'll get at what I call the "McDonalds of Banks" I'm not one to toot my own horn very much, unless I'm in LA traffic... but I'm actually sort of well qualified to judge a bank from a number of aspects. Since 2005 my job has sent me around to almost all of the banks of a regular basis. I frequently make deposits at the following banks in Petaluma: Wells Fargo Bank of the West 1st Community Bank Chase Bank of America WestAmerica Exchange Bank US Bank Redwood Credit Union That doesn't cover all of the banks in Petaluma, but it is a nice survey of of the large institutions, regional banks, local banks a credit union thrown in for fun. There are some really good banks on the list and some that I don't care for too much, but this review is about Bank of Marin and all I can say is that they are one of the best for sure. Aside from the great customer service, you'll also find an honest bank. Open, up-front fee schedule. They're not trying to sell you loans or credit cards constantly. They'll call you if your account dips negative BEFORE they hit you with a NSF charge to see if you can get it back into the black.

Find a good bank is going to be the HARDEST things to do in my life. My family has been going to…read morebank of marin since they opened, but when I turned 18 I opened my own accounts with Bank of America, but QUICKLY realized how dumb i was and how much i wanted to be back with Bank of Marin! The best thing is they are all so KIND and personable. They remember you and ask how your family is doing. The tellers are your friends and people who are there to HELP you. They are all quick with no lines, always eager to help, and just always helpful. Sure, there aren't Bank of Marin's in other states (for traveling) abut you can always call them if you need help or have an issue. Hands down best bank in the world.

What a nice group of people here. I opened an account here recently but always use the atm. This…read moretime I went inside to order some checks and the staff was so great. They were so happy I was there. One in particularly, I think his name was Fernando? Was awesome. He ordered my checks no problem and also let me know that there a lot more options for checks so I would get the ones that would work best for me. Done. He also took time to let me know what other service boa offers to small businesses. Not pressing me what so ever or trying to sell me anything. He just likes his job and is excited about it. Can't complain about that. Boa has tons of locations but this one = my favorite.

I have been banking at Chase since they came to California. I've always been pleased with their…read moreservices and customer care until now. Today I am furious with them. Last Friday I used an ATM and as I was about to take my money out, the ATM swallowed my cash. I went to the teller, expecting them to give me my $100. Instead, after 30 minutes I had to make another withdrawal and was told my original withdrawal would be credited back in 12 hours. It wasn't. I called the claims dept. they said it would take 2 days. Didn't happen. 5 phone calls later, 5 days they say it was a system failure and people are being refunded manually, one by one and it will take 3-5 days. I can wait but am mad at the lies and indifference of Chase. What happens to the people who depend on that money to live on and can't wait! A week from the last call. I was patient, but no more. Calling again today.

Ever wonder why the Chase branch in Petaluma is so poorly rated?…read more The tellers are pleasant, maybe even helpful -- for the kind of transactions you do at an ATM. The moment you need anything out of the ordinary, you're handed off to the Retention Prevention Team: the Bulldog and the Bubble Boy. The Bulldog is a senior teller who steps in when a bewildered teller can't answer a question. Maybe she was recently laid off as a guard at San Quentin or a DMV supervisor. Her role is to find a reason to say "No" and get you out of the branch as fast as possible. At this, she excels. If you question the Bulldog or won't accept "No," enter the Bubble Boy. He sits in a glassed-in office in his suit and tie, like a small-town insurance salesman, never leaving his isolation room. In my case, the Bulldog vanished to confer discreetly (but in full view) with Sean the Bubble Boy and never came out -- safely insulated from any pesky customer. The verdict, handed down by the Bubble Boy and delivered by the Bulldog: I needed to open yet another account (on top of four banking accounts, three cards, and a car lease), after which my documents would be kicked upstairs for senior executives -- i.e., real bankers and lawyers -- to review. No one ever looked at the documents; the whole exercise was to verify my identity for a transaction of nominal value. The DMV and TSA do this millions of times daily for strangers where public safety is paramount, but the Petaluma branch can't do it for one of its own branch customers. Chase is the largest bank in the U.S. -- nearly $5 trillion in assets across 5,000-plus branches. Petaluma, with maybe $200 million in deposits, is a speck of sand in the Chase universe, with all the authority that confers: none. At best, it's a sandbox for suits-in-training, like the Bubble Boy. If you want a BIG faceless bank that treats you like a small-town, small-time, run-of-the-mill customer, Chase's Petaluma branch is for you. The only thing that can be said for the Petaluma branch is that it treats all customers equally poorly; it's a hot, steaming bowl of customer indifference. NOTE: Nothing contained herein is meant to disparage the DMV, prison guards, insurance salesmen, bulldogs or any other member of the Canis familiaris species.

Every single employee is warm, welcoming, professional and courteous. It's the kind of bank I…read moreimagine was around in the 1950's where they actually know your name when you walk through the door!

If you view banking through the lens of "It's a Wonderful Life", try Exchange Bank. I have accounts…read morewith other national banks (Wells, Chase) but only because they're free. Exchange Bank is a local bank, and they act like it. Their service is great and very personal; cookies in the lobby-you don't see that at Chase. I have a number of banking relationships with a number of banks, but Exchange Bank is my favorite, and as these other banks price themselves out of my market I'll stick with EB. My favorite EB perk: they refund foreign ATM fees. Since they are a local bank, I prefer them to WFB or others for overseas transactions, A good bank.