Patelco Credit Union Career Overview | Glassdoor

Patelco Credit Union Overview

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

  • Congratulations to our Financial Advisors who received Pacesetter awards by CUSO Financial - to Jane Krueger, Darryl Hall, Nancy Hernandez-Guzman for their Bronze Pacesetter, Jay Long for the Silver Pacesetter, and JR Pablo for the Gold Pacesetter.

    Patelco Credit Union on LinkedIn: "Congratulations to our Financial Advisors...

    Congratulations to our Financial Advisors who received Pacesetter awards by CUSO Financial Services, LP annual conference July 9-12 in San Diego. Con...

  • Patelco's Financial Literacy Specialist, Veronica Dangerfield, will host the Smart Women, Smart Money Conference at Cal State East Bay, Oakland Campus. Join Veronica and others on July 29th to power up your finances!

    Smart Women, Smart Money Conference

    Presents: Smart Women, Smart Money Conference Saturday, July 29th, 2017 9:00 AM - 3:30 PM PST at the California State University East Bay Oakland Campus Power Up Your Finances!

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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

3.4
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Rating TrendsRating Trends
Recommend to a friend
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Erin Mendez
41 Ratings
  • Featured Review

    "Patelco Review"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Member Service Representative in San Jose, CA
    Current Employee - Member Service Representative in San Jose, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Patelco Credit Union part-time (More than a year)

    Pros

    Benefits are great for a part time worker and the pay rate is higher than most other entry level jobs. Sundays off is a plus.

    Cons

    The ability to grow within a company is lacking. There is room for growth, but only if there is an open space available.

See All 80 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: Kicking off our service campaign with a tailgate event.
Patelco Credit Union photo of: We proudly represent our California sports teams.
Patelco Credit Union photo of: We love to celebrate as a team!
Patelco Credit Union photo of: We like to keep our team engaged; like this tailgate themed event!
Patelco Credit Union photo of: Halloween at the Folsom Branch
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Patelco Credit Union Interviews

Experience

Experience
50%
20%
30%

Getting an Interview

Getting an Interview
70%
20%
10%

Difficulty

1.9
Average

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  1.  

    Agent Interview

    Anonymous Employee
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied online. I interviewed at Patelco Credit Union in August 2017.

    Interview

    Was called and offered a temp position after answering a few questions. Was on boarded very quickly. The training process was very extensive and had a lot of good, quality information.

    Interview Questions

See All 10 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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Work at Patelco Credit Union? Share Your Experiences

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