A member came into the branch feeling overwhelmed after their car was unexpectedly totaled and they needed help securing a new auto loan. Kyle took the time to guide the member through the loan process, offering clear explanations and reassurance during a stressful moment. The member was approved for a new auto loan, bringing much-needed relief.
Kyle went a step further by reviewing the member’s full relationship to identify additional ways to support their financial wellbeing. He noticed the member only had a Money Market Select account and explained the benefits of the Money Market Plus, which the member was excited to open. Kyle also reviewed the member’s existing credit card and identified potential savings through a balance transfer. Since the member’s credit had already been reviewed, he suggested applying for a credit limit increase at the same time, and the member was approved.
As the member was leaving, they shared, “This is why I love Patelco.” Kyle’s thoughtful, personalized approach turned a difficult situation into a positive experience and demonstrated the care and commitment we strive to show every member, every day.
