President and CEO Erin Mendez joins Patelco Board

Patelco President and CEO Erin Mendez has been appointed to the Patelco Board of Directors. Mendez will fill the term of former board member Emily Shubert through April 22, 2022. At that time, she will have the opportunity to be re-elected to serve a three-year term.

“Erin has been instrumental in Patelco’s growth and transformation over the past eight years and we’re extremely proud to welcome her to the board,” said Peter Hanelt, Patelco Credit Union’s Chairman of the Board. “While it's common for a CEO to be on the board of a public company, it’s certainly less so among credit unions. Appointing Erin is a recognition of her unwavering commitment to improving the financial health and well-being of more than 400,000 Patelco members throughout Northern California. It’s also a result of her governance, strategic planning, and overall leadership within the credit union industry.”

Check out our PR release for more information.

Child Tax Credits are here

The IRS started sending Child Tax Credits on July 15. If you're looking for your deposit or have questions about your eligibility, check out the information below.

Has Patelco received my Tax Credit?
Check your online banking account or Mobile App. If you're expecting your Child Tax Credit to be deposited directly by the IRS to your Patelco account, log in to the Mobile App or to Patelco Online™ and check out your account history to see if it's been deposited.  If you don't see your deposit listed there, our team can't see it either.

We will deposit your Tax Credit to your account once the IRS sends it to us. Neither our call center nor our branches is able to see the credit in advance; the most up-to-date information will always be your own online banking account.

Can I get my Child Tax Credit deposited to my Patelco account?
Yes. To request that your payment be credit to your Patelco account, use the IRS' Manage Payments portal to provide or update your account information for monthly payments starting with the August payment.

You'll need your Patelco account information to use that portal. Our routing number is 321076470, Find your full account (MICR) number by logging in to Patelco Online™clicking or tapping on your specific checking or savings account, and then selecting the Account Details tab.

Am I eligible for the Child Tax Credit?
The IRS has set up a tool to help you determine your eligibility for the credit. Use the IRS Eligibility Assessment to find out online. (Patelco cannot provide information on your eligibility.) In addition to checking directly with the IRS using their assessment tool, our partner Banzai has also created a Child Tax Calculator to help you estimate how much your tax credit may be.

More questions?
Refer to the IRS' publication on Child Tax Credits.

 

Our San Ramon branch has moved to a new location

Our San Ramon Crow Canyon branch has closed and we are excited to announce that our San Ramon City Center branch is now open!

This new larger space located at 6000 Bollinger Canyon Rd offers parking available directly in front, private member service offices, and free and open community workspace including free wifi.

On behalf our San Ramon Valley team, we look forward to seeing you at our new location!