I am a senior and a widow. I am so grateful for the support I received from Danielle Robinson to help me create a budget that will allow me to live on my Social Security. I have been blessed to have been given free rent for the rest of my life my life. Yet I was way over spending. That situation has been turned around. Thank you to Danielle and my bank .Love you guys and so GRATEFUL!!!!!!! read more

Patelco Credit Union Lafayette - Myself happy and grateful - Banks & Credit Unions Near Me - Lafayette, California

The Lafayette Patelco team is amazing! We are long time members and have had exceptional customer service every time we have been in the branch. The care and commitment the team has to its members really means a lot. So if you are looking for a bank, who cares about its members and the community, I would highly recommend Patelco! read more

I honestly can't recommend Patelco enough. I've been with several big banks over the years, and none of them come close! Patelco has no-fee accounts, good interest rates, and a level of customer care that is genuinely human. I run a mentorship program, and when a delayed check from a nonprofit caused some overdraft issues, Emili Steben at Patelco stepped in with so much empathy. She helped resolve it and set me up with their Instant Backup Overline--a no-fee safety net that eases my mind so much! I've been a member for over three years, started my business two years ago, and Patelco has helped me the whole way. Plus, their ATM network is huge--every 7-Eleven ATM works with them for free, so access is easy. If you're tired of fee-driven, corporate banking, Patelco is consistently amazing. read more

The people at this location are incredibly kind and knowledgeable. I went in for a quick task and had ended up having anxiety attack (no fault of Patelco, I'm just going through some stuff). The teller who helped me was patient and compassionate, being very reassuring and helpful that everything was okay. He did not make me feel like I was an inconvenience - he helped me through the anxiety and then helped me with my transaction. That kindness made all the difference and I will definitely be back to this location. read more

I have been a fan and user of credit unions for decades. I like it that they focus on members instead of making as much profit as possible. Living in Oakland, if I have to deal with cash at my credit union (Patelco), I don't feel safe carrying money to or from Patelco in downtown Oakland. I feel much safer dealing with cash at the Lafayette branch. I also find the branch in Lafayette with much less foot traffic than the Oakland branches. Like today, no one was in line besides me. There were people using the ATM outside of the building. It only takes me about an extra 5 or 10 more minutes driving to the branch over the hill from Oakland. The only thing I have to watch out for is rush hour traffic, and make sure that I don't get stuck in it. I like to plan on going between 11 and 2. Also, I do whatever banking I can do on my phone. I find that tellers are more friendly and helpful when they aren't dealing with long lines of customers. I like that is true for the tellers at the Lafayette branch. read more

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They competent, friendly and an excellent model of what a banking institution should be like!

My wife and I had wonderful experience with Emili Steven at Patelco in Lafayette as she navigated retitling our accounts. She was cheerful, knowledgeable, and efficient. Reconfirms why we are 40+ year Patelco customers. read more

Came in on a Saturday to conduct a rollover from a prior job and everyone was incredibly helpful and patient with the process. The branch manager, Amanda, was especially helpful and went above and beyond to help me with an unfamiliar process. read more

Today I got an email from Patelco threatening to GIVE MY MONEY TO THE STATE OF CALIFORNIA because I hadn't contacted them in 3 years. I have made at least five good-faith attempts to contact Patelco by phone in the last year. I'm told have to go into a branch to reactivate online access. In the email, I was asked to type my birth year and digits from my SSN onto a webpage in order to reactivate access. I did so, and was repeatedly told the information was wrong. I cannot relate how good it's going to feel to dump this horrible company. read more

Always so kind & curious at this branch. But there is one particular teller- A young woman who really stands out in particular & who goes above & beyond the usual service. She even remembers prior conversations which blows me away considering the large volume of customers they have. Anyway highly recommend this Patelco branch they treat you with dignity & unlike other large banks, you won't find mysterious charges to your account. Just good old fashion kindness like you are one of the family! read more

I have been with Patelco for decades. They are friendly, knowledgeable, and very helpful. My credit card was stolen and they helped me remove the charges the thieves made promptly. They had suggestions for further actions I could take to secure my account. read more

Thank you so much to Patelco! Someone must have used my cc online because I got a text notification and within one minute I got an email for suspicious activity and all I had to do was confirm that I did not authorize the transaction, which instantly blocked my card, then I got a phone call from Patelco. I couldn't stay on hold, so The next day, the Lafayette branch assisted to reissue my card to the address on file and they were amazing! Big thanks to Martin and Trisha, who assisted with this seamless process. It has been chaotic during this pandemic but it is important to give credit where it is due, especially when it gives relief during this stressful time. read more

I was very impressed with the great customer service and kind attitude of all the staff there. I was there for a paperwork that turned out to be a bit complex but Ms. Ortega made it very painless and efficient. I could tell all the staff there are well trained and care about professional customer service. They deserve 5 stars! read more

A rarely go in person to a financial institution anymore. A small transaction required that I physically go to Patelco. What a wonderful experience! The staff was so friendly and helpful. They took me right in, sat me down, and my transaction was done within minutes. Special shout out to Sophia for her exceptional Customer Service! read more

Patelco wins my vote for "Best Customer Service". We attempted to add my name to an existing account and ran into an Experian roadblock (They get my vote for "Worst Customer Service, Ever"). Patelco Member Solution Specialist, Sophia Weiss worked tirelessly to get me enrolled. She was unfailing polite and patient as we worked together for over 10 days. She found a perfect work around and solved it all. read more

Their customer service is great. I worked with Farnaz. She is one of the best. I just want to say thank you so much for your kind attitude, supportive responses, and all the helpful information. read more

This is modified version of the letter I wrote to the CEO of Patelco... Dear Mr. Burns, I would like to express my pleasure with the quality of service my family has consistently received from your team, at the Lafayette branch. Pedro, and the other associate that works behind the counter, should be recognized for their outstanding customer service. My family has been long-time loyal Bank of America (BofA) and Wells Fargo (WF) customers (checking, savings, credit cards, mortgages, etc.) By chance, we stopped by the Patelco Lafayette branch, several months ago as we were shopping for a new car loan. Pedro and this other gentleman made the loan process extremely smooth and easy. Additionally, the rate offered (3%) by Patelco was significantly better than WF and BofA. We decided to become members and take the loan from Patelco. Since that first visit, and each and every time we come into the branch, these gentlemen address us by name. This had never happened when we entered our BofA or WF branch. Due to the experience we had with the car loan we have closed our BofA bank accounts and are transitioning all of our banking to Patelco. Regards, Robert G... read more

I didn't even want to give them a star. Ridiculous bank especially this branch. Someone I know has a sick dad. They needed to access some funds so there able to take care of the dad that's sick. But the bank denied them and locked the dads account. Of course they just want to hoard all the money. They don't understand the family need and what anyone is going through even through explanation and doctor reports. Worst bank everyone there heartless like a piece of stone!!! read more

They are very nice and very helpful at this Lafayette branch. I believe they are trying very hard to provide superior service. I recommend them highly! read more

Sar Singh did an amazing job reaching out to me to make sure I was taken care of and got everything completed within minutes when the first person who helped me never called me back or emailed me back. Then when I finally heard from it he didn't even apologize for not getting back to me in 4 days !! Thank you Sar if I know anyone looking for a new credit card I'll send them your way read more

Well I'm giving this branch 4 stars because every person there is awesome. If I could rate the web site, I would give it about 1/2 of a star. Since they changed their online platform it really sucks. I hate it. There is nothing intuitive, loading recent transactions on any account is very time consuming and hard to follow. I wish they had kept the old site. I will not recommend Patelco any more because of this. I am out of here. read more

Recently went into another Patelco branch, but felt rushed given that I came in before the branch closed. I really wanted to take advantage of the refi promotion they have before it ends so I went on yelp and looked up other Patelco branches and saw that Lafayette had the best reviews. Called the Lafayette branch and spoke to Tricia. I couldn't really come on the weekdays so she advised me to come first thing on Saturday because it gets busy. So we did, we sat down with Lynnea minutes after we arrived and their assistant manager, Sar was next to her. They really took their time into explaining the process of refinancing the loan from my current lender to Patelco. I came in for an auto refi and walked out a Patelco loyal with my new free checking and money market where I could start building my savings up. The Lafayette branch made this process feel like a breeze and I am glad I gave them a chance. Shout out to Tricia, Lynnea & Sar for making my experience well worth it! read more

Sarge helped me out reduce my APR on my car payment and I really appreciated it. Thank you for the great service. Will deff be coming back.

I also feel very welcomed here and Lauren is so warm and helpful. If there is a line it usually movies fast and I am typically in and out in 10 minutes. Only thing i am annoyed with is Patelco charges $10 to issue a lost debit card. Guess, I need to be more aware of where I put my cards. All in all I am glad I made the switch from the greedy Wells Fargo. read more

Gee, I get an email we are approved for a joint account and only need to provide proof of my address. Are we approved OR NOT? So we visit the branch and get questionable looks (inter-racial twosome). Anyway, seems they need even more evidence we aren't scam artists so I email them the document. Then they have the audacity to question our different addresses and want to know why! So lets see...... to get an account at Patelco, you have to be the same race, have the same address, and not be unusual. Real friendly place to do business! read more

I have worked with Sar singh to get one of my auto loans in the past. After the great experience with him I refinanced all my cars here and received much better rates than I had before. In addition I have purchased a home and called Sar to help get a mortgage. He was able to direct me to one of his coworkers who would be able to help with the Mortgage. I ended up being forwarded to Brandon Blalcok who helped me with my mortgage. He answered every single question which I had a lot. I would receive responses right away or within the hour at the latest. I received very competitive rates from patel co and actually received better rates on my auto loans that other banks were offering me. Whenever I would call or email either Sar or Brandon I would hear back right away or within the hour at the latest. I am extremely satisfied with the service I received here along with the rates I got. That is why I now have all my loans(auto and mortgage) done through Patel Co. If you are on the fence about giving patel co a shot I say go for it. You will not be disappointed by service, rates, and help you receive here. If possible I would give more than 5 stars. Sar & Brandon I just want to say thank you for all the help you have provided me with my vehicle loans and mortgage. I am definitely telling all my friends and family to go here because they will not be disappointed! read more

My experience with Patelco has been nothing but amazing! Hands down the best place for customer satisfaction. I was referred to Sar Singh the ABM by my friend and sister who who have been banking with Patelco for years. Sar made my car loan experience very easy and enjoyable. He was very professional, knowledgeable, and charismatic. He provided lots of details and answered all my questions I had with a smile! I really appreciate how he was very time efficient since the whole process was very quick. I will definitely be back at this location and would highly recommend Sar Singh for great customer service :) read more

I love the staff here. Iv been a member here for a few years. I even chose to open my sons first account here. I love the people such genuine smiles, Jessica always greeting me on my way in. I feel so welcome every time i come in. I met Jennifer and she made my visit fun and quick. ALL OF THE TELLERS ARE AMAZING. LOVE THEM. Thank you also Sophia and the rest. Im not good with names but all of the faces are always so friendly. Thank you PATELCO read more

I am a long time Patelco customer and they continue to exceed my expectations. Sophia Weiss in the Lafayette branch has been exceptionally helpful, professional and always positive. She has helped me a several times, suggesting new programs that could help me financially. Unlike the commercial banks, Patelco is sincere in their effort to help you as a customer and true partner. They are willing to work with you as an person with individual needs not one size fits all. I highly recommend them. read more

Wonderful, friendly, competent staff. Complete piece of s*** ATM outside that doesn't work half the time, sometimes forcing me to go to another branch when I receive my paycheck (I work in the shopping center across the way). Fix your stupid ATM, guys. read more

I was referred by Alysha to open a new account at Patelco. I went to the Lafayette branch to open checking and savings accounts. I was helped by Martin who is the manager there. He was very helpful and attentive. This was my first time opening an account at a credit union so Martin took the time to explain how they differ from the more traditional banks. He explained the different accounts in detail and asked questions to make sure that I was opening the right account for my needs. He helped me setup my online account and access through the phone app. Overall I was very impressed with the friendliness attentiveness of the staff. read more

This is the best place to bank I've ever used in my life. People are great, informed, helpful and friendly. But Patelco actually feels like they are on my side, always trying to make things work for me, unlike the big banks where friendly people try to overcome policies that make it work first for the bank. I ask Patelco for something and the answer is 'sure'. I ask Wells Fargo and they either quote me a policy that says no or they dash off an email to somewhere to see if they can get permission. WF and BofA, have fees, often cleverly hidden, for things that Patelco does for free. They make things work, like my home equity loan, car loan, and make it cheaper than big banks. i have no reason for saying this other than I tell people about it all the time. And i am hard to please. There is no sense of 'now what' in dealing with them, unlike others, (including other credit unions) I have dealt with. Very open communication. i kind of look forward to dropping in to see what they might have for me next. Strange but true. read more

Horrible phone service today. Talked to a supr. and they said they can't do anything about the fraudulent charges on my account.

This is the S-L-O-W-E-S-T Patelco branch within a 20 mile radius of my house. I am writing this review after being in line for 10 minutes already. The tellers are making no efforts to move faster despite a current 6 people in line. What a waste of my time. read more

I made the switch from B of A to Patelco a few months ago and I couldn't be happier both with the service and with the rates. B of A was continually sticking members with additional charges. That is not the case at Patelco. Plus the friendly, helpful customer service feels sincere, at least at the Lafayette Branch. The Manager at the Lafayette branch has been especially helpful and always friendly. read more

I had never been to a Patelco branch before visiting the Lafayette location. I needed a car loan and was getting very high quotes from other lenders. Jason at the branch offered a low rate, outstanding customer service and made the whole process quick and easy. Very happy I chose Patelco and would recommend them to anyone. read more

Great experience ! Customer Service does'nt get any better! If you are looking for a car or car loan I highly recommend Patelco. Their rates are the lowest I found and they also have car shopping services to help find a car. Jessica at the Lafayette branch went above and beyond to help me! If you are not a member , sign up now. You will not be disappointed. read more