Working at Patelco Credit Union | Glassdoor

Patelco Credit Union Overview

www.patelco.org
Pleasanton, CA
501 to 1000 employees
1936
Nonprofit Organization
Finance
$500 million to $1 billion (USD) per year
We believe people come first. As a not-for-profit credit union, we were founded to serve the financial interests of people in our communities. Our members entrust us with their financial health, and we don’t take that role lightly. From our team members in 36 branches ... Read more

Mission: We are committed to enriching our members' financial health and well-being.

Company Updates

  • We are honored to be recognized by Quantum, but even more proud of our team members for sharing their voices. http://glassdoor.com/slink.htm?key=vQn5E

    2017 Employee Voice Award™ Honorees Announced

    OMAHA, Neb. (Jan. 25, 2017) - Quantum Workplace, an employee feedback company well known for its Best Places to Work contest, recognizes 12 organizations for excellence in employee engagement with the Employee Voice Award. Employee engagement is the strength of mental and emotional connection that employees feel toward their places of work.

  • Patelco team members building homes and financing dreams with Habitat for Humanity

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Patelco Credit Union – Why Work For Us?



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Be a part of something BIGGER!

Patelco hit record numbers this year! 80 years of service, 300,000 members and $5 billion in assets. Watch the video below, as CEO & President Erin Mendez shares the company's progress. 

To be successful at Patelco you need to be passionate about:

  • Customer service
  • Serving the community
  • Doing what is right for your members to support their financial well-being

Having retail and cashing handling experience doesn't hurt!

Whether you’re an experienced professional or just starting your career, we are always looking for talented people who share our values and are passionate about assisting members with their financial needs. If you are trustworthy, service–oriented, energetic, and interested in a position (existing or in the future), we want to hear from you!

Patelco around the Bay Area and Sacramento

East Bay Area:

Oakland, CA

Berkeley, CA

San Leandro, CA

Hayward, CA

Concord, CA

Lafayette, CA

Merced, CA

Walnut Creek, CA

Danville, CA

San Ramon, CA

Dublin, CA

Pleasanton, CA

Livermore, CA

Brentwood, CA

Fremont, CA

 

SF/Peninsula:

San Francisco, CA

SF Sunset, CA

Daily City, CA

San Bruno, CA

San Mateo, CA

South Bay Area:

Milpitas, CA

Santa Clara, CA

Campbell, CA

Redwood City, CA

 

North Bay Area:

Rohnert Park, CA

Novato, CA

Santa Rosa, CA

 

Sacramento Area:

Fairfield, CA

Citrus Heights, CA

Elk Grove, CA

Sac-Howe, CA

Roseville, CA

 

Erin Mendez, CEO and President reflects on Patelco's culture


Patelco is a financial institution that cares about people - not for profit but for service and people helping people.

At Patelco people are our priority. We are a member-owned, not-for-profit credit union dedicated to helping people achieve their financial goals. Our vision is to be our members' relevant and trusted financial services provider, and a preeminent credit union in our industry. We want to be known for great service and providing our members the products and services that they need when they need them.

Patelco embraces diversity. No matter who you are or where you're from, your unique background can add value to our business. Our dynamic, motivated, and highly–skilled team is dedicated to providing the highest level of service to help our members achieve their financial goals. The exceptional service that we provide is what keeps our members coming back for more!

Our rich history makes us who we are

Patelco was founded in 1936 to serve the financial interests of employees at the Pacific Telephone and Telegraph Company (now part of AT&T). With assets now totaling more than $4.5 billion and 290,000 members nationwide, we are among the largest credit unions in the nation today.

As a, not–for–profit, full–service financial institution, what we earn, we return to our members in savings from lower loan rates, fewer fees, and personalized service that focus on transparency, simplicity, and trust. We're dedicated to helping our members and our communities throughout California and the United States prosper through financial success and giving back through volunteer initiatives.


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Tuition Reimbursement

Our tuition reimbursement program allows team members to advance their education, while creating opportunities for career development and advancement. Tuition reimbursement is offered to full-time and part-time employees.


Training & Development

Patelco's training team develops world-class training for team members, from the day they join Patelco, at orientation - and throughout their career at Patelco. With a vast knowledge base and connections to external training opportunities, employees have many options to continue learning at Patelco. 

 

 

 

 

8% Hallelujah! That's what Patelco team members can invest in their future. 

401k

Patelco's 401k plan is highly competitive and allows our employees to invest in their future.

  "In a world where benefits are generally reduced or totally eliminated, I am excited about Patelco's 401(k) match. We have a %5 match and an additional 3% in a SafeHarbor account. That's 8%! I feel confident that I will have money to travel and party in my golden years." - Patelco employee

Auto and Mortgage Loan Discounts

We believe in offering great rates to our members and even better rates for our employees with special team member loan discounts.

Phone

Our history and partnership with AT&T offers team members  generous discounts on cell phone coverage. 

Entertainment and Attractions

We partner with local venues to offer our team discount tickets. 

Patelco Credit Union Reviews

3.3
Star Star Star Star Star
Rating Trends Rating Trends
Recommend to a friend
Approve of CEO
(no image)
Erin Mendez
30 Ratings
  • Featured Review

    Helpful (5)

    "Great place to be a part of."

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Some Guy In IT in Pleasanton, CA
    Current Employee - Some Guy In IT in Pleasanton, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Patelco Credit Union full-time (More than 3 years)

    Pros

    One of the reasons why I enjoy working at Patelco so much is the people that are hired. For the most part, they know their jobs and do it. And they do it well.
    The benefits are some of the best I've had. Up to 8% 401k contribution, low cost medical, a competitive PTO package, a bonus program you can definitely smile at, and generous discounts on certain loans products. I have taken advantage of all the above.
    Erin - our CEO - is active in bettering the work place for us and making sure we remain strong in our industry.
    The pay is great.

    Cons

    Lack of communication for some things.

    One thing I want to note - Patelco isn't for everyone. Just like Google, Apple, and other great companies aren't for everyone. You can't please everyone. I encourage anyone looking into possibly starting a career here to not be turned off by some of the negative comments. I assure you they are NOT the sentiment of most of us.

    Advice to Management

    If there are some employees who are so unhappy with their job you should reach out to them and find out what's causing it. This can really bring down the morale at any location.

See All 66 Reviews

Patelco Credit Union Photos

Patelco Credit Union photo of: San Francisco branch serves ice cream to members as part of our 80th Anniversary celebration
Patelco Credit Union photo of: Halloween at the Folsom Branch
Patelco Credit Union photo of: Halloween at the Castro Valley Branch
Patelco Credit Union photo of: The IT team bought, cooked, and served food at a local homeless shelter
Patelco Credit Union photo of: Flashback to 1936 in honor of our 80th Anniversary
Patelco Credit Union photo of: Halloween at Patelco - Grease
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Patelco Credit Union Interviews

Interview Experience

Interview Experience
44%
22%
33%

Getting an Interview

Getting an Interview
66%
22%
11%

Interview Difficulty

2.0
Average

Interview Difficulty

Hard

Average

Easy
  1. Helpful (1)  

    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through a recruiter. The process took 1+ week. I interviewed at Patelco Credit Union in May 2016.

    Interview

    Initial- After applying Online, I received a call from a recruiting member within a two day span. She instantly started a phone interview and asked a bunch of questions. A couple days later I received a call that the position had been filled and that they would keep my resume on file. A couple of days after that, the recruiting member contacted me with a position that was going to be available. I accepted to take the interview for the position and was instantly scheduled a in-person interview.

    In-Person Interview- A couple of days before the interview I was sent an email with all the details pertaining to my interview (Ex. managers name, address, time). I arrived early and was taken in at the exact time the interview was scheduled. I sat with the manager and another employee (I don't remember them telling me her Position) nonetheless the interview process was a breeze (if you are fully prepared). I went in with extensive research that I had conducted prior to my interview. I practiced all the questions I would be asked (by simply searching on Google) and learned the basic info on the company and what a credit union is. I was asked every single "Explain a time when..." Questions and even the "Do you have questions for us" question. It was a great interview. They were super friendly and made it easy to crack a joke every once in a while. That same day I received an offer on the position and I took it.

    All in all, be prepared. Do your homework. They don't make it easy but you can help it be less stressful if you show up ready to answer anything and everything!

    Interview Questions

    Negotiation

    I negotiated time off. I already had plans made for personal travels and it was right after I was offered the position but they were extremely nice and worked with me!

See All 9 Interviews

Patelco Credit Union Awards & Accolades

  • CUES Distinguished Director, Credit Union Executives Society (CUES), 2016
  • Most Influential Women in the Bay Area (CEO - Erin Mendez), San Francisco Business Times, 2015
  • Louise Herring Award ($1 Billion-Plus Asset Category), CU Insight, 2015
  • Dora Maxwell Award (Outstanding Support of Children’s Miracle Network Hospitals), CU Insight, 2015
  • Desjardins Youth Financial Education Award (1st Place), CU Insight, 2015
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