Patelco was originally started to serve the financial interests of the employees of a specific organization, in their case the Pacific

Finance

Patelco

Patelco's headquarters in Pleasanton, CA, United States

The San Francisco office focuses on financial services, risk management, data governance, and community engagement.

San Francisco

The Oakland office focuses on retail banking operations, compliance, financial education, and loan processing services.

Oakland

Erin Mendez

Kenneth Moonitz

Flora Nafei

Armand Abhari

Kal Majmundar

Susan Makris

Ameet Seth

Richard Wada

Rolland Jurgens

Angela Jeffers

Rina Rasheed Johnson

Mani Massoomi

Rosa Vela

Danita Moore

Glenn Gortney

Melissa Morgan

Debra Chaw

Jesse Rivera

Garick Zillgitt

Tracey Scott

Vickie Rath

Colleen Cabey

Peter Hanelt

Robert A. McCormish

Jeffrey Parks

Manuel Arens

The Leadership Team at Patelco is responsible for setting the strategic direction and operational vision of the company, ensuring alignment with its mission to serve the financial interests of its members. Comprising key executives across various functions such as talent management, finance, technology, and compliance, the team collaborates to drive innovation, enhance member services, and uphold a culture of excellence within the organization.

Leadership Team

The Operations and Technology team at Patelco is responsible for optimizing the bank's technological infrastructure and operational processes to enhance service delivery and member experience. This includes overseeing systems development, ensuring information security, managing digital channels, and innovating fraud prevention solutions. They collaborate across departments to streamline operations and enable efficient payment processing and lending systems, ultimately driving the organization's transformation and growth in the financial sector.

Operations and Technology

This department oversees the operations and performance of retail branches, ensuring effective management and customer service.

Branch Management

The Finance and Risk Management team at Patelco is responsible for overseeing financial planning, risk assessment, and regulatory compliance to ensure the organization's financial stability and integrity. They analyze financial data, manage credit risks, and develop strategies to mitigate potential financial threats, while also reporting on regulatory requirements and optimizing financial performance to support the cooperative's mission and expand its services to members.

Finance and Risk Management

The Engineering and Technical Support team at Patelco plays a crucial role in designing, implementing, and maintaining the technology infrastructure that supports the organization's financial services. This team collaborates on software development, ensures system reliability and performance, manages cloud solutions, and provides technical support to enhance operational efficiency. Their expertise drives innovation while ensuring the security and stability of Patelco's applications and systems.

Engineering and Technical Support

The Marketing and Communications team at Patelco focuses on promoting the credit union's services and enhancing brand visibility. They develop and execute strategic marketing campaigns, manage content across various platforms, and analyze market trends to optimize outreach efforts. The team also engages with customers through social media and targeted email marketing, ensuring effective communication and fostering strong relationships within the community they serve.

��

Patelco

Org chart

Board & advisors

Teams

Leadership Team

Operations and Technology

Branch Management

Finance and Risk Management

Engineering and Technical Support

Marketing and Communications

Offices

��������

Patelco

Org chart

Board & advisors

Teams

Leadership Team

Operations and Technology

Branch Management

Finance and Risk Management

Engineering and Technical Support

Marketing and Communications

Offices

Related companies

��