Chase Mortgage

Aug 2023

The couple times I've visited this branch-they are very non responsive and or helpful! I utilize and love appointment scheduling however in a bank/account emergency situation and the branches not having an agent redly available (even if we had a 15-30min wait) is ridiculous. The floor agent who greeted us, immediately told us there's no one to help, no use waiting because we'd be waiting for nothing-actually suggesting to leave and call another branch.

Jun 2022

Our family have been Customers of Chase for many...many years, with substantial balances! We needed to open up a TRUST Account for my mother in law, she has had a regular checking account, savings account, and credit card with Chase for many years. My mother in law has dementia and her 2 sons are the Power of Attorneys for ALL her financial and medical needs. We brought in our documents for the Branch Manager and Personal Banker to scan and send to their legal department to review for approval. We had already had approval from the Title Company and were in the middle of a RE transaction and the Living Trust was perfect. After 3 attempts by Mr. Garcia to get this approved back east....it was denied, probably some young kid that doesn't know much about California Law...there was an amended POA that was NOT even considered....very sad and unprofessional. We were in shock...frantically we tried our Credit Union where we have a small checking and savings...the personal banker was kind considerate and understood our dilemma and did everything he could for our Family and in one day we were approved to set up a Trust Account. We will be moving all of our accounts from Chase, to our Credit Union.What happened to 30 years of Loyalty???

Jan 2021

Very bad experience. We opened a new account with bouns when we keep money in bank more than 3 months.After 3 months, we came to close the account. Before we closed account, we double confirmed it's ok and not effective the bouns. After teller closed account, we found the balance is wrong(the teller not even found the amount was changed). The banker came help and told us they will check and give bonus back to us. After 1 month waiting, they told us not their mistake. It's happened because we said we want to close our account. They will not give back "my" bonus. Whatever we confirmed before we closed or not. I never has same situation in other banks. For future, if I received any promotion like this. I will never choose Chase again.