Being a Business Development Officer, I have the pleasure and opportunity to develop impactful relationships, create strategic partnerships, and help provide access to solution-based products and services to our business members and community. I reach out to new business members via a thank you email to ensure they have a resource for any immediate or […]

When Luis and Marisol walked into our community homeownership workshop, they were carrying more than questions — they were carrying urgency. Their lease wasn’t being renewed, their move-out date was approaching fast, and they were expecting their first child any day. The mix of excitement and fear was unmistakable. After the workshop, our homeownership counselor […]

A couple walked into one of our branches seeking a home equity loan. Their banker learned that to cover their bills and support four young children, one partner worked four jobs and the other worked two. And still they barely made ends meet. The couple hoped to consolidate debt and simplify things with a home […]

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 […]