While assisting a Patelco Credit Union member at the San Jose branch, Christina learned they were being contacted by PG&E about a rebate opportunity for a pre-owned electric vehicle. The offer immediately raised Christina’s curiosity, prompting her to take a closer look at the member’s transaction history and ask a few more questions. What she […]

A Patelco Credit Union member recently visited the Folsom branch requesting two large cash withdrawals: $5,000 from one account and $13,000 from another. He stated the funds were for home repairs. However, when asked for details like the company name, scope of work, and payment timeline, he couldn’t provide clear answers and became visibly upset. […]

I was recently helping on the teller line when I had the opportunity to assist a Redwood Credit Union member, who was depositing a check that I thought looked a little suspicious. I asked additional questions to ensure it wasn’t fraudulent. In doing so, I discovered it was a loan proceeds check from Bank of […]

A Redwood Credit Union member recently visited the Sebastopol branch to withdrawal $250,000 in the form of a cashier’s check. The member wanted to move that money to another financial institution for a special CD rate offering. Our Member Service Associate wanted to do the right thing for the member and brought the situation to […]

When a young member came to us for a truck loan, he put down a solid deposit and made every payment on time. Then, suddenly, the payments stopped. His mother came in to explain that he had been incarcerated and would be gone for about six months. She wanted to keep his account in good […]

A member called us just after getting out of the hospital, worried about her finances. She was approved for disability, but it wouldn’t start for another month, and her bills were already overdue. I listened to her concerns and immediately looked for solutions. I was able to secure a three-month deferment on her loan, so […]