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 […]

Living alone and undergoing cancer treatment, an elderly Patelco Credit Union member  fell victim to a spoofing scam. When she came into the branch in May, a Patelco employee helped her dispute the fraudulent transactions and recover her funds. To protect her going forward, we restricted her online banking and set her up with Call-24 […]

When I walked into Patelco Credit Union three years ago, my credit score was 540 and I had 11 accounts in collections. I had no financial literacy. I didn’t know what ‘credit’ meant, nor did I know how to effectively repair my credit to attain my financial goals. At that time, my knowledge base as […]