Ashley was very professional and kind. way to go and Thank you Ashley. all tellers at Patelco Walnut Creek are very kind , professional and efficient. Shahab Yari read more

I'm am so unhappy with Patelco rewards! We've spent over $100,000 on the Patelco rewards card and every time I try to redeem points they come up with another barrier to redemption! I swear, if they don't get their Sh*t together after 20+ years , I'm taking both my account and my spouses to provident full time ! So GD frustrating! Horrible service ! No quality ! My service request was refused ! Bad service all around! read more

Been a member for 35 years. Until recently we have been very happy with all aspects of their service. Within the last year, things have become totally unacceptable. We have had issues with our auto loan, the last of a dozen, that were never resolved and the customer service representative was ambivalent. Completely unacceptable. Lastly, we have asked Patelco to charge back two online purchases. They responded quickly. But refused to honor our requests. Both purchase charge back were reversed and we had to swallow both for about $220. Both were clear cases of fraud. We are closing our account and moving to another credit union. STAY AWAY.... read more

Jay Long Financial Advisor II is the best Financial Advisor I have ever worked with. In these uncertain times it is comforting to know that your financial situation can be protected by a caring, dedicated supportive professional. Jay takes the time to assess your goals and offers multiple solutions. Jay is friendly and a pleasure to work with! There is no pressure, only the desire to make you happy and secure. Thank you Jay Long! read more

This branch often has 1 teller and more often than not, it takes 15-20 minutes to do a simple transaction. All I needed to do was deposit a check that the ATM would not take. I ended up leaving because the 1 teller was helping the same person for 10 minutes. And the line just kept getting bigger. Meanwhile there were 2 employees at desks that could have helped. I'm getting tired of Patelco on-site inconvenience. read more

Excellent customer service. Most transactions including car loans can be handled over the phone.

Federal reserves mandate a 2-3 day business day hold on a local check yet this bank has its own rules of one week or more; when in reality they clear the next day. sucking every penny they can get from depositors' money so they can pay their slow-moving employees offering no service to their clients. read more

When you have to walk into a bank and sit down to discuss your finances, it can be very intimidating and embarrassing. As a married couple looking into homebuying for the first time, we were very hesitant about talking to a financial institution out of concern for being sold on something that wasn't reasonable for our finances or lifestyle. I was really grateful to be able to talk to Kyle Maitland, who was both deeply considerate of the stresses we were under but also really comforted us about PatelCo and their operations. He helped us work out a financial plan to help grow our savings and after chatting extensively with Kyle about our long-term financial goals, we were referred to Fred Williams for further mortgage discussions. This is a really big deal for us, and we're so grateful to be able to work with a non-profit credit union that's really taking into account the human factor in finances. read more

So I am thinking about "Switching to Petelco" from Chase Bank... My problem is the "Unauthorized Charges" that seem to come upon any account... The part that isn't tolerable is the 10-day wait that Chase has to issue a new card. - It's too long, I need a card just to get to work... I can do a week (if I start on Thursday but I would have to prepay things (Lyft/Uber/Clipper) to get there (I work in Santa Clara live in Walnut Creek) I am tired of BANKS, I HATE them all, Years ago a good friend used Peltelco he used to tell me "Paltelco is the way to go"... Recently a Girlfriend made an account at Patelco, So I figure "to give them a shot"... and so here I am Reading the many reviews at yelp... What am I reading? Many bad reviews? and I know the good experiences are seldom recorded by customers... it's the bad experiences that we remember... Customer service? So look I could give a shit about how people behave, so let's talk Policy, Can Patelco's policy make me happy? If I find a fraudulent charge, Can Patelco help find others, and handle it without exceeding 7 days of waiting for a new card? Answer this and I'll be in tomorrow... read more

Patelco Credit Union Walnut Creek - What a Long Strange Trip It's Been - Banks & Credit Unions Near Me - Walnut Creek, California

I have been a member for more than 30 years. Recently they implemented 2 factor authentication without informing members. They won't allow you to opt out. The result is that every time you do anything they have to verify it with a text message. I'm going to look into Provident Credit Union as a result. read more

Very helpful and friendly staff everytime we visit this bank. I am a very satisfied customer of this bank.

I cannot thank Patelco enough for catching four fraudulent charges on my account. I have Covid-19. I have been in the ER twice. I was laid off from a job I loved the day I was diagnosed. Feeling miserable, I was looking at my online account. I did not understand what I was looking at (Covid does affect your thinking). Ironically, Patelco called me and we reviewed my account. At that time there were three fraudulent withdrawals. A fourth posted yesterday and was also removed. Thank you for your vigilance and for protecting me. read more

I so happy banking with Patelco Credit Union. Please do not change your operations. I have always had consistent excellent customer service and my brother was able great service in getting a car loan with this bank. I had banked with other credit unions, but none are as great as this bank! The only thing I would ask if Patelco to open a branch here in the central coast (Monterey and Santa Cruz area). read more

Every time me and my husband go to the Patelco credit union, in Walnut Creek, CA, we get an excellent customer service. And today we met an amazing Financial Specialist, Jasmin McPeters, who exceeded all our expectations. She provided us with the highly professional help, incredibly warm, patient, communicative and understandable attitude. Jasmin really loves her job and doing her best, she values her customers and supports them professionally and emotionally. Her smile and friendly attitude made us pleasant to work with and we are so grateful to Patelco to having such a wonderful person. Thank you very much dear Jasmin, read more

slowest service ive ever experienced it actually felt like a joke then they couldnt even help me

We had CD account with them for several years. When it was time to renew we figured they would just put the money into a similar timed CD account. Boy did we figure wrong. They let it sit in a passbook account with like 0.01 % interest for 3-4 months until I called and asked about it. They got caught with their pants down. We should have moved it then. We were forewarned. When the next maturity date arrived, they must have remembered me because they reminded us over and over again. This time around they were advertising a rate at like 4.5% interest. When I called to talk to them about it, it turns out that rate is only for their "loyal" customers, i.e. had been with them for 10 years! We had been there 7 years but I guess that was not loyal enough! They were completely inflexible. We moved it to a brokerage account with a higher interest rate than their "loyal" customers were offered and was not a timed account. Every time I think about our experience with them I get the urge to wash my hands. read more

Watch the fees. 500 in a month with no cap. They won't reverse them. Time when people are without work should be little more forgiving.

I guess I've been very lucky that I haven't had any problems after reading some of the reviews. It seems like they had issues years ago and have rectified them...I hope. My husband had passed away suddenly and they were very helpful and compassionate with my accounts (he did the banking). I also have B of A accounts which I'm switching over to Patelco. I know people don't seem to have any patience in this era of Covid. read more

I seriously need to switch banks. If you are not going to be open more than 5 hours a day, you need to maintain your g** d**m atm machines. "This atm is out of service," "Cannot dispense or handle cash at the moment"... every other time I go to access my money there's a new excuse. This is not a reflection of the people who work there, they're all nice enough. What is the point of having a relation with a bank that holds my money hostage? read more

11 April 2022: we filed a complaint against Patelco with the CA Department of Financial Protection and Innovation for atrocious mistreatment we suffered at the branch after appearing in person on Sat, 16 Jan 2022, to enable an online account disabled the day before without notice or reason: disablement inflicted as a result of previous online contact with Member Services concerning the account's Zelle feature. No reason for the disablement was given at the branch office by either the regular teller or the Member Solutions Specialist we were referred to once we presented ourselves and our credentials to resolve the problems. Our primary complaint was that the holder of the questioned account is a language-challenged Thai national whom the Member Services rep, after complaining about how our messages were generated, ordered to CALL a telephone number for assistance or resort to CHAT. The branch teller admitted that was a wrong recommendation in the circumstances; she suggested that we become CO-account holders to preclude future problems since the online rep rejected my right to communicate on behalf of the member even after we recounted the complete details of our 7-year relationship: including the fact that I helped the member first open her account at that branch assisted by the branch manager whom we referenced for verification. Reps, online and off, inexplicably ignored our personal referral to the former manager, relocated to the nearby Danville branch. The Member Solutions Specialist provided us with the Universal Signature Card to co-sign, mistreating us as criminal suspects every step of the process with a condescending and suspicious attitude, suggesting at some stage to cut a check for the balance to close the account, despite the fact that between us we boasted a combined TWENTY(20)YEARS of membership at THIS branch! She harped upon the member's understanding, resorting to GOOGLE TRANSLATE trying ineptly to prove us fraudulent. In response to our first complaint about that mis-treatment, their dis-information office waited until 23 FEBRUARY to make their harassing telephone call to the account holder at her workplace, trying ineptly to disprove her consent to completing paperwork at their branch office over a full month earlier. Their written response to the DFPI is riddled with outright lies, omissions, distortions, misrepresentations of fact. Outrageous. Complaint accepted by the Better Business Bureau, so even if Yelp censors it here(again), Patelco will be compelled to account this time without fail. read more

I was extremely disappointed with the customer service today. The loan officer helping me with my personal banking was very rude and unprofessional. I was so shocked, I will not bank there again. The Lafayette branch is 100 times better. read more

I was helped by Deisherey, the branch manager. She was patient and kind, and answered all of my questions while walking me through the process of opening an account. I am glad I worked with her and feel secure in my membership with Patelco! read more

I stuck with Patelco and things got better. The new website and app run smoothly. They recently helped me open an account for my small business (they only do DBA accounts right now) with free checking! All my in person customer service experiences have been great. Thanks for fixing the tech! read more

I've been with this business for over 20 years. The concord branch is so much better but I am forced to use this branch due to location. The ATM never works properly and as a business owner I need to be able to rely on making deposits at my convenience. Today I had to go inside because it wasn't taking my bills and was left waiting in line for way too long. There were 7 other people not helping anyone I literally was the only other customer there. Not sure why one of them would not open a windows and help me. The teller took forever conversing with her customer and by the time I was helped was told I can't even use the ATM. What a waste of my time. Seems like I've had more problems with them in the past years. From false information, bad service and not a great place to do banking anymore. I have many more bad reviews I could write. read more

Wow, I only went in for a question and walked out with so much more. Jasmine helped out greatly and we could have chit chatted for hours. Id recommend anyone to see for any financial needs! read more

Need to be a Patelco member to cash/deposit A USPS money order? Also, my credit union lists this as a co op branch guess that isn't true.

If you want a team that really cares about you and your financial well being this is the place to go. They have your back. I have been a member for over 20 years - no better place to be. read more

They are very professional and easy to work with, plus, the interest rates are good and there are very few fees such as the ones you would find at commercial banks. There are just 2 designated parking spaces in the back lot, but street parking can usually be found. The main drawback is the hours which are 10-6 on weekdays. That is not early enough for folks who want to bank in the morning or before work. read more

We've been members of Patelco for 20 years and I have to say their service just gets better and better. We had a bit of a mix up with an account. Kristine at the branch did what she could, quickly and efficiently, but could not solve the problem on the spot. She told me that she would research further and get back to me and then set up a time for us to come in for another appointment. I figured this meant that I'd have to follow up and figure it out. Guess what, she called me an hour later and had solved the entire thing. We did not even have to go back into the branch! A big thank you to Kristine! Sidenote: Patelco;s car loans have great interest rates!!! read more

I LOVE BEING TREATED LIKE A HUMAN BEING. I know, I know, it's a weird fetish and it's definitely not something that my old bank (BofA) cared about or respected enough to implement in their interactions with me. I recently made the switch to Patelco after hearing so many great things from my friends and family members who have accounts and I could not be happier. When I go into the bank, I'm greeted with warm smiles and genuine helpfulness. When I call the customer service line, reps talk to me with sincerity instead of rushing to get me off the phone and take the next caller. All of these seemingly minor details (y'know, the whole treating humans like humans thing) add up to an impressive financial institution that I plan on banking with for many years to come. There's just no comparison to Patelco and the big box banks that I was used to work with--instead of them actually working for me. read more

I've consistently had positive experiences at this branch. Staff are very friendly, professional, efficient & helpful. I appreciate the door being locked and having to ring the bell to be let in. It feels safe & secure. read more

The gentleman who helped me was extremely nice and was super helpful! I'm super excited to be using patelco!

If you're cautious like I've become and you're looking for ratings on this credit union, let me share a bit of information with you. I'm choosing this branch because it's the one I dealt with the most. IDK how bad this company was before CV but I can tell you now, it's not well run. The real trouble began when I moved out of state. I needed to close my account but I didn't have my account number since my important things ended up in storage much longer than expected. Nonetheless, the issues have nothing to do with that, really. First: know that, if you are unfortunate enough to have to attempt to reach someone in customer service by phone, you will be on hold for an hour at most times. Second. Some of their representatives are extremely rude and not helpful. It took me three attempts to complete what I needed...well honestly I'm not sure because I was on hold with the final call and was cut off. Oh yes, that also happens. I had finally gotten a very helpful person though, unlike the first two representatives. One more thing, specific to this branch: I had asked a financial question, which the teller passed on to a manager. I finally got a call back from that manager 6 WEEKS later. By then I had already moved on with that issue. read more

I guess this place is ok. Coming here is less of statement about patelco and more of a statement of avoiding big commercial banks.

Unfortunately had a bad experience at this credit union today. Been a long time member , probably over 7-8 years and have 5-6 paid and completed car loans. Rates are good, but I reccomend staying away from the home loan department. The process is lengthy (as compared to Wells Fargo) and unfortunately very unorgainzed. I brought all my supporting documents in, only to be turned away after an hour of data entry. Such a shame because I am now going to be moving my $ to another bank. They say customer service is a proriorty but I don't think that was on their agenda today. read more

Do not expect to be seen at the time of your appointment. I scheduled an appointment on the weekend because I was told there would be no wait. Ended up having to wait over 20 minutes for the representative to get back from lunch. Not a very professional environment. read more

My wife and I have been with Patelco for years. Nothing but good experience with them, but this review in particular is for the loan officer on our mortgage, James Marasco--He's amazing. We started looking for a house last summer and knew we wanted to get our mortgage through Patelco because 1. They're a credit union and not a bank and; 2. They never sell, bundle or farm-out their loans. All the servicing and whatnot is done right here in the Bay Area (Pleasanton, if I'm remembering correctly). We had a number of realtors tell us that we'd loose out when making offers when people saw we weren't using a "local" mortgage broker (read: freaking crook!) but James was so on top of things (returning calls and emails way past business hours!) that if we were putting in offers, the sellers, realtors, and title people knew that our loan wasn't going to hold up escrow. All in all, we found a great place, and James made the process absolutely seamless. He's a real professional and great at what he does. I love Patelco. They hire great people and let them do their thing. In our case, it saved us a bunch of time and money and let us keep our home loan where we do all our other banking. read more

I have had checking accounts at Wells Fargo, WAMU and Chase and they have nothing on Patelco! Not only do they have great web access, the customer service that their tellers provide is unparalleled. I have had direct deposit for over a year so I don't have to come to the branch very often, but they always remember my name! They have great rates for loans too! Only thing that they are lacking is compatibility with mobile phones. I have a Blackberry and I cannot do much more than check my balance from it. It would be great if I could pay bills or transfer funds. Overall, their customer service trumps any tech issues. read more

When ever I need any loans or anything else related to my account I go to the Walnut Creek branch. Since my family has been patelco members since I was young, some of the tellers even ask how my family is. By now there is only 2 of the orginal people who opened this branch here, but everyone at this branch is professional and pretty prompt at getting things done. read more

I see that one of their tellers cashed a check for another member and did not verify the account number. Jason, Customer Service Rep, could not validate that my $200 would be put back into my account. He would not give me the WC Branch Managers direct number. Terrible customer service and not what I expected. I'm very disappointed and extremely concerned that teller errors are taken so lightly. I was a banker for years and this would never have happened. No checks and measures in place. It was not caught at the branch level nor in the back office. Check your account. read more