| Weekdays | 10am - 6pm |
|---|---|
| Saturdays | 10am - 2pm |
Valerie Phillips
San Ramon City Center Branch Manager
Gloria Melendez proudly serves the East Bay, Tri-Valley community and helps members fulfill their personal needs. With more than 15 years of mortgage lending and banking experience, she takes pride in her holistic approach to helping others. Gloria prefers to build long-lasting relationships by understanding the member’s situation and providing solutions to create a positive home loan experience. She is fluent in Spanish and enjoys simplifying and explaining the process of buying or refinancing a home, by answering all questions and ensuring all parties are comfortable every step of the way.
John Borbon
Financial Advisor
CUSO Financial Services, L.P.1
CA Insurance License: 0J14617
John Borbon builds life-long relationships with his clients in order to deliver a full-service customer experience — combining personal attention, financial planning, and retirement advice.
“I strive to help each of my clients plan for their financial future through comprehensive analysis with their goals in mind. My passion is for educating clients about investing and retirement planning and ultimately making a difference in their lives.”
John firmly believes each investor is unique, and investing is very personal. With the highest level of professional integrity, John recommends tailor-made strategies based on each client’s individual situation to help them reach their financial goals.
My daughter and I opened an account with Patelco Credit Union on Clay Street (Oakland) earlier this week. I can't say enough about how well we were treated, and overall, what a wonderful experience it was...I highly recommend this Patelco branch and be sure to call for an appointment with Marika!
Lonna B.
My daughter and I opened an account with Patelco Credit Union on Clay Street (Oakland) earlier this week. I can’t say enough about how well we were treated, and overall, what a wonderful experience it was…I highly recommend this Patelco branch and be sure to call for an appointment with Marika!
I got a new 66-month car loan on my used vehicle, which had an original loan from Patelco. The entire process was completed in less than a day. From my first inquiry call, to signing the papers online... and now it's completely done, money transferred and paid off the original loan!
David-L
I got a new 66-month car loan on my used vehicle, which had an original loan from Patelco. The entire process was completed in less than a day. From my first inquiry call, to signing the papers online… and now it’s completely done, money transferred and paid off the original loan!
My family and I have all been members of Patelco Credit Union for years. I recently went through the process of obtaining a mortgage with Patelco. I had the pleasure of working with Paras Singh…pleasant and professional, and answered all my questions with clarity and patience. The loan department responded promptly and processed my loan quickly and smoothly. Thank you Patelco!
Judy F.
My family and I have all been members of Patelco Credit Union for years. I recently went through the process of obtaining a mortgage with Patelco. I had the pleasure of working with Paras Singh…pleasant and professional, and answered all my questions with clarity and patience. The loan department responded promptly and processed my loan […]
Suzette W.
We just finished opening our second and third account here and couldn’t be more pleased with the service. (They) let us know about which accounts would yield us a better rate for what we were going to use our funds for…Told us we could call if we needed any of the other things we talked […]
After reading all the positive reviews, I had to come check this out for myself and see…I was amazed at how easy and simple the process was. They are not-for-profit and are member-driven and this feels like a real credit union that actually wants to help people. Their rates are also some of the lowest I was able to find!
Nelson P.
After reading all the positive reviews, I had to come check this out for myself and see…I was amazed at how easy and simple the process was. They are not-for-profit and are member-driven and this feels like a real credit union that actually wants to help people. Their rates are also some of the lowest […]
We're on your schedule, 24/71 Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA, SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Patelco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Check the backgrounds of our investment professionals on FINRA’s BrokerCheck.
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Onsite Parking
ATM
Wheelchair Accessible
Member Seating Area
Free WIFI
Private Meeting Offices
Certified Financial Specialist
