The experience that I had with Patelco was good Janeka did a great job. I really appreciate the service thank you.

called customer service to inquire about opening special CD offer as a joint member on three accounts and was told I could go by myself to the branch and open the accounts by myself. when I got to the branch, I was told that all members the primary members had to be present in order to open the . I do not know why the representative is giving out false information and made no record of the conversation that we had I would not recommend opening an account at this Credit Union. read more

My wife and I have been members of Patelco for many years, have always been pleased with the service. All of the tellers and other satff have been wonderful. When I initially transferred our accounts, I worked with Cristina Znoar. Ever since then when I need something specific, she is my "go to" person! Always pleasant, knowledgeable, and helpful! I wanted to give her a special shout out here! read more

I have been here twice in two weeks. Both occasions I was assisted by Stephan . He is very informative, professional. and courteous. He seems to really appreciate his job. Unfortunately I know good employees like Stephan will either promote or move to another company. Either ways I appreciate his excellent customer service. read more

Life changing potentially! Cristina ıs extraordinary but her extreme popularity is overwhelming. Needs help. She is only one person!!!!!!!!!!! read more

JJ is amazingly detail oriented and has great customer service.. love the San Mateo branch

Always a pleasure working with Patelco CU, especially thanks to Cecilia Diaz! She's truly amazing to work with and makes every step so smooth and stress-free. We've worked with her on multiple occasions and will always go back to her for the best rates. Thank you for another seamless experience read more

Patelco SM offers excellent teller service--knowledgeable, friendly, and efficient. However, it seems Patelco is focused on the wrong details. My name can be spelled in a few different ways, and I've been hassled with deposits when my name is spelled in one of those variations, even though the last name is correct. Despite this, Patelco has refused to deposit checks into my account. I can understand if I were trying to withdraw funds, but there should never be an issue with making a deposit. read more

THE MOST RUDE PERSON WORKS IN THIS OFFICE. . READ THE OTHER REVIEWS .. THIS GUY WAS SO UPSET HE RAN AFTER ME LEAVING THE BUILDING TO TELL ME OFF . HE GAVE ME WRONG INFORMATION ABOUT A BANKING TRANSACTION .. THEN WENT AFTER ME . I went into the Patelco branch in San Mateo and a semi young man that was seated at the desk in front with super unkept long hair . Very unprofessional looking . if your a banker look like one .. not the cowardly lion in wizard of oz . He was rude & condescending when I was trying to get help with a transaction and then gave me wrong information . I was thoroughly disgusted with his behavior. Im about to close out my accts.. due to so many problems with the staff in the office. poorly run and managment does not seem to care ! the same guy as other reviews .. tall blonde curly hair . just read more about him . read more

This review pertains to the financial services I received at Patelco Credit Union in San Mateo. I received a personal, prompt, honest, exceptional, and respectful customer service. Employees (Tyler Palo, Christina Znaor in particular) went above and beyond to explain the process and next steps. Christina Znaor listened and answered all our questions patiently. Highly recommend Patelco for your financial needs! read more

I came in needing assistance with a couple of things that were super important. Steven, who is the person that assisted me, was super helpful and knowledgeable. I needed to replace my debit card and also needed to activate my car to work internationally. He took care of balling without a problem.. I came to this location after visiting the Redwood City location where they couldn't help me get a replacement card since their machine was broken and they did not have an estimated time to have it fixed. Wow that's understandable. The inconvenience was there.. Stephen had a very pleasant and inviting attitude and personality. He was also very welcoming even offer me to have some coffee while I waited momentarily for my new debit card replacement to get printed.. he left me feeling very appreciative. I would definitely come to this location specially because of the grade customer service that they offer I see Stephen read more

Cecilia was a highly effective loan officer. She secured us the lowest interest rate and helped us close in record time despite a tricky situation with the HOA. She was friendly and professional throughout the process. read more

Cecilia and Mortgage team are phenomenal. Nothing but the BEST !!! Great communication and dedication across all areas. Delivered great customer service while being able to close escrow early. Cecilia was also our loan officer for our first home and now our DREAM home. Cecilia answered all our questions and went beyond to make the process as smooth as possible both times! EXCELLENCE at its finest! HIGHLY recommend :) Patelco has made our real estate dream a REALITY! Thank you, our family is forever grateful and blessed to be part of this amazing Patelco community. read more

The tall guy with the blonde curly hair had a weird condescending attitude with me for no reason. Making weird comments like "I figured you don't normally come here because I've never seen you here before" what an unusual thing to say to a customer. Does he know every single person that has ever came inside the branch, and Why would it matter? I've never had any teller make a strange remark like that no mater what bank I was with. The only thing that I would think of was my race. I've never been treated like that at a place that hold my money! As he continued to talk over me and interrupt me in the middle of every sentence, rushing me like I was an inconvenience to him. This was my first interaction with him and he had a snobby attitude for no reason. Was extremely rude and passive aggressive all this for nothing. I was tempted to close my all accounts right then and there but because I've been using this account for so long I figured I'd keep up until I receive my tax returns Next year, But immediately after that I'm closing down all my accounts and moving everything to my second banking account. You can thank him for losing more business. read more

Our experience with Cecilia Diaz has been nothing short of exceptional. We purchased our house in pandemic and she was always available for any guidance we needed during the process. Cecilia has a rare blend of professionalism, expertise and she cares for her clients financial well being. She has taken time even after our loan closing and has guided us well. I would highly recommend patel co read more

I would like to give an outstanding review for one exemplary employee; Tyler Palo. Last week, I had applied for a credit card increase and was helped by Tyler. Throughout the entire process Tyler was very quick to assist me and also very knowledgeable in my application. This request took a two-day process, which all times he took the necessary verification steps to reassure my identification, which I am eternally grateful for. Throughout the entire process, he remained very professional and responded in a timely manner which was greatly appreciated. Not only did he solve my financial needs, but he made me feel like a valued client. In my 10+ years of banking with Patelco, my experience with Tyler was the best I've had. I hope this review will help provide him with the recognition he deserves! Thank you again Tyler! read more

Cecelia Diaz is very helpful and she treats everyone with so much respect! She always gets her work done on time and pays attention to every detail. I would recommend her as a loan officer to anyone who is looking to working with Patelco in the area. read more

Patelco have been fabulous in supporting and guiding me through the refinance process. It can be a very overwhelming process, particularly as a single parent working full time. The on line application process was streamlined and easy to use. They kept me updated on the application and anything needed. My application moved along quickly and communication was excellent. I would definitely recommend Patelco for anyone looking at refinance or a new mortgage. read more

I went into the Patelco branch in San Mateo on Wednesday and a young man was the teller. He was rude & condescending when I was trying to get help with Zelle. No apology of the mishaps with Zelle or this months mixup with ransomware. I was thoroughly disgusted with his behavior. read more

We were always told how stressful home buying can be but working with Cecilia has made this process extremely stress free and even enjoyable. Her experience in the process and calmness made us feel at ease. All this is supplemented by the quick closing time, low rates and great service. We will be recommending Cecilia and Patelco to friends and family! read more

Tyler demonstrates customer service as a fine art form, so happy with his attention to detail.

It is not business as usual,at Patelco.They are still playing catch up with transactions from weeks ago,so forget about your current balances,its wrong, customer service by phone you wait for a hour get disconnected,and call back to to get an attitude.They do not deserve my business,no information a month later after ransom attack. read more

The cyber incident is claimed to be over. Now I receive an automated call that my debit card has been used and I need to call the number of the Fraud prevention department. As we are warned not to answer such calls, trying to get a hold of anyone to confirm. Been on the phone for an hour and keep receiving "your estimated wait time is 16-18 for 40 min now. Trying the chat but it is reporting 4 people ahead of me for an hour. Patelco is now inaccessible; no customer service whatsoever. It would be much faster to drive down there but cannot leave work. This is unacceptable. read more

They are excellent. Corporate patelco however is garbage. I just received an email stating that my deposit will not got through for 10 business days. read more

Let me tell you about our amazing loan officer at PatelCo, Cecilia Diaz! We were on the rollercoaster of house hunting as H1B visa holders, and Cecilia stepped in like a true guide for us through it completely. She is someone who goes an extra-mile for you! She broke down all the mortgage jargon like a pro, making sure we understood every bit of it. No question was too silly for her, and she patiently walked us through every option and its consequences. She also simplified their loan features to make it crystal clear on why we should go with PatelCo and her. She took the time to understand our situation, tailoring her advice to fit us perfectly. And let me tell you, her responsiveness was like no other. Emails, calls, texts - you name it, she was there, ready to ease our worries and answer our questions. Thanks to Cecilia, we snagged our dream home in one of the most competitive markets in the world, without all the stress we expected. She made the process smooth sailing, and we couldn't be more grateful. If you're on the hunt for a loan officer who's not only a pro but also genuinely cares, Cecilia Diaz is the one. Ask her about the special features of their PatelCo loans and you will know why they are the obvious choice compared to the Big banks read more

My and I have banked for several years. It's conveniently located. Staff is friendly. Managers are always helpful and great at resolving any issues. I highly recommend them. read more

I just wanted to give a shoutout to the San Mateo Patelco branch. I'm a 20yr Patelco member & I was in need of some credit repair. I was referred to one of their Certified Financial Specialists, Christina Znaor, and she was awesome. We sat down & came up with plan to get my credit right & in less than 6 months my credit was great. Credit repair companies will charge people anywhere from $300 - $1000, but it was free for Patelco members. Christina knows credit repair & is personable & persistent. She really makes her clients feel valued. She will work with you in person or over the phone. Great job read more

Embarked upon an in-person visit to Patelco Credit Union (San Mateo branch) on 08/12/2023 for follow-up regarding an electronic funds transfer for a car loan. It was an urgent matter given I anticipated collecting the new car on Sunday. I was served by the assistant branch manager there, Leena, who was very congenial and gregarious, courteous, understanding, receptive to my requests, and interpersonally effective. The existing issue was promptly and conscientiously solved, and I was on my way in no time. I recommend them without any reservations. read more

I have only been a customer at Patelco since just prior to the pandemic. In this short time they have made me feel like family and assisted me with various financial issues in a complete and professional manner each time. They are great about adherence to Covid protocol and I wouldn't think of doing business again with any standard bank. No fee ATMS are available at all Patelco branches as well as all 7-11 stores with ATM machines across the US. I would recommend this financial institution for any investment, loan, or re-fi needs you might have. read more

PSA: do not I repeat do not bank with @patelcocu they will steal your money and literally tell you there is nothing they can do about it or make you wait once you have deposited cash into their ATM. No reason my son has to be without his money until possibly Monday or longer. This is absolutely ridiculous!!!! AGAIN IF YOU ARE LOOKING TO BANK DO NOT BANK WITH @patelcocu customer service won't help you neither will the managers. How are we suppose to teach our kids the importance of using a credit union when they are constantly making or allowing charges on his account and I have to dispute it every single time and now this being the 3rd time we had an issue with the ATM depositing and withdrawing money. You want to get money out but it won't give you money but it will debit it from your account then you have to dispute it to get it corrected. I have never seen such stupidity and carelessness with a bank in my life. DO NOT BANK WITH @patelcocu they are absolutely the worst credit Union to go to. I have alerted my 50K followers not to bank with this credit union it is absolutely ridiculous for this mishap and I for one will no longer have my son or anyone bank with them. read more

I opened an account at Patelco after Chase refused to give me a Medallion signature and then said they couldn't give me any other kind of signature verification. I was trying to buy I-bonds U.S. government savings bonds through treasury.gov and for some reason, the form required me to get a Medallion signature to get my account approved. (FYI, treasury.gov will NOT accept a notary). Once I opened the account, the bank manager here looked at the form, said although she couldn't give me a Medallion signature, said she could give me some different kind of bank signature verification. I said I'd be willing to try, so she did and it WORKED. So yes, if your bank refuses to give you a Medallion signature just so you can buy US savings bonds or I-bonds, open an account at Patelco. read more

Once again , like always even if its pre-pandemic and post pandemic. Man they have not missed with their customer service and Tyler did that for me , I was starting to think everything went to the end of the world. Glad to know that there's still customer service at the end of the day and not end of world biblical proportions lack luster service. Thanks Tyler read more

Hate to think I'm getting this old, but I've been a customer for over 30 years and have done a lot of different things with them- happy most of the time, but they do screw up occasionally - hence I held back the fifth star. read more

Love this credit union. They have great rates. I had the pleasure of working with Leena A., Asst. Branch Manager. She is so knowledgeable, friendly and gives great customer service. Patelco your lucky to have a great employee. Kudos to Leena read more

I used to use this bank when I was with my ex and he loved it not only for the service but for the free coffee. I was never overly impressed with any bank but they were always nice and polite and the coffee was a nice touch :) I have always banked with San Mateo Credit Union but lately they have dropped the ball so I'm thinking about switching. read more

Teller Jamie from the branch located near Tanforan is not only beautiful but has brains! Sheeasily won me over to the new variable Money Market account. You need more energetic and outgoing individuals just like her! read more

I've been using Patelco for close to 20 years now, and they've been pretty good, but nothing really prompted me to take the time to write a review. That changed recently, as I was a victim of shady auto shop Eur-Asia Auto Body. They were basically holding my car hostage, and demanded $13,000 for storage fees. I have a car loan with Patelco, so I needed them to endorse my insurance check (sent to me because Eur-Asia didn't do any actual repairs). But after hearing my story, branch manager Leena Ali decided to give them a call to... sternly warn them that Patelco is the 1st lien holder, and what would happen if they didn't release my car. That weekend they apparently contacted my lawyer (yes, I had to retain a lawyer to deal with these crooks) and agreed to waive all fees. Huge thanks to Leena, who will definitely go to bat for you! read more

I went to Patelco for a car loan. While the car did not qualify because of its mileage, the associate helping me,, Cyndi Melo, did not stop there. She thought outside the box and helped me get a personal loan instead. My tax/income information was quite complicated but she stayed late that day to make sure that she got through all of it and was able to approve of the loan. She also arrived early the next day to assure that the funds were available immediately. She was so kind and helpful and I really appreciate that! Thank you Cyndi and thank you Patelco. I am now enjoying my new vehicle! Its a happy holiday for me! read more

I so want to update a review of Patelco Credit Union to show more positive experience, however things remain the same. Trying to use the mobile app now and transactions are all ending in a "killer" loop. I want to transfer funds to an external account and I have spent almost an hour on the site and achieved nothing. Too much to detail for this review but to say the mobile app is awful. To summarize the previous review, I did go into the branch in the midst of escalating coronavirus cases in San Mateo County. I was dressed head to foot in PPE and carrying a container of sanitizing wipes. I cleaned the desk and keypad, The seat, door handles, and everything else. I finally left with a replacement card from a very friendly manager. However, remember the voicemail message I left at the branch? The call was returne 1 WEEK later. So much for confidence. Not! read more

I've been a member of Patelco for many years and recently I had to get an auto loan for my new car which has been the smoothest experience. Although every team member at that branch is amazing, Leena Ali is the one who helped me with my auto loan and she is literally so awesome. She's transparent in what she needs from you, doesn't beat around the bush about anything, and just simply excels in customer service. She's extremely helpful and informative which is essential when dealing with an auto loan so I'm really grateful that I had her to guide me throughout this whole process alone. read more