A Patelco Credit Union member came in to inquire about a home equity loan as he was planning on renovating his summer home. Originally, he requested $75,000 to cover the renovation expenses, however, during our assessment we uncovered the member has debt at quite high interest rates outside of Patelco. Our team brought up the […]

When a woman walked into a Redwood Credit Union branch with questions about estate accounts and how to open one at RCU, I saw an opportunity to turn confusion into clarity and hesitation into trust. She wasn’t yet a member and was unfamiliar with the process. To ensure she felt fully supported, I invited our […]

I was recently working with a member who had just purchased a car through CarMax. After sitting down and asking her a few questions, I had a better understanding of the situation and was able to leverage my skills as a certified financial coach to improve her situation. I identified quite a few issues with […]

On July 2, Ann visited a Patelco Credit Union branch requesting a $10,000 wire transfer to her Meriwest account, claiming it was for medical expenses. Sensing something was off, I contacted her trusted contact, her son Roy, who confirmed that Ann had no such medical bills. Following his guidance, we declined the transaction. Ann was […]

Valerie’s keen instincts and dedication to member safety were on full display when a longtime Patelco Credit Union member called about closing a CD. Sensing something was off, Valerie uncovered multiple fraudulent attempts, including impersonation. She immediately locked the member’s account, filed reports with Adult Protective Services and the San Ramon Police, and successfully prevented […]

A Patelco Credit Union member contacted us after receiving a late notice on her auto loan. She believed she was still under a temporary loan modification, but it had expired in May 2025. I explained that a letter had been sent notifying her of the expiration and the return to her original payment amount. The […]