Make Patelco Credit Union at Work an employee benefit.

Financial Wellness at Work

The #1 cause of employee stress at work is personal finances, resulting in distraction and loss of productivity.1,2 That’s why leading companies are helping employees deal with personal finances as part of their overall benefits program. By offering a financial wellness program, you are demonstrating genuine care and a commitment to having your employees’ best interest at heart.

Why Patelco?

You need a partner you can trust. As a not-for-profit financial cooperative we offer better rates and lower fees with the Patelco Difference – unique products and services designed and priced to support a healthier financial future for our members.

Who We Are

For over 80 years, we’ve honored the trust of our members.

  • One of the largest credit unions in the United States
  • Headquartered in Northern California with 38 branches and growing

Dedicated Partnership Manager
A reliable, single point of contact to ensure your unique business needs are always met.

Expert Advice and Education
Access to free individual financial planning, financial health workshops, online education and expert advice.

Best-In-Class-Banking, Only Better
Big bank products, people-before-profits approach. Patelco members benefit from low fees and some of the best rates in the country.

¹ 2017 Mercer. Inside Employees Minds Financial Wellness Report™ survey gathered insights from more than 3,000 workers. On an estimated total annual US wage bill of $5 trillion, loss in productivity costs employers up to $250 billion. Mercer is a global leader in the health and benefits consulting industry.

² 2018 The Olson Group. 15 Reasons Why You Need Financial Wellness in the Workplace Report™. The Olson Group is a leading employee benefits consulting firm.

Testimonials

As a Patelco Credit Union at Work partner, you’ll receive all of the personal touches our members receive, and more. But don’t take it from us, take it from our trusted business partners.

“We really appreciate Patelco Credit Union. They’ve educated our employees to be more financially independent and have given them the tools to succeed.”
– Erik, Sun Basket, Inc.

“This is our second year working together and it’s been a real pleasure working with the Patelco staff. Everyone is always so professional, polite and very approachable.”
– Shannon, San Francisco Housing Development Corporation