Routing # 321076470

Patelco Credit Union
San Ramon City Center

Open today from 10am - 6pm PT

6000 Bollinger Canyon Rd, Suite 1612, San Ramon, CA 94583

San Ramon

Branch Hours (PT)

Weekdays 10am - 6pm
Saturdays 10am - 2pm

Our Services

  • Onsite Parking
  • ATM
  • Wheelchair Accessible
  • Member Seating Area
  • Free WIFI
  • Private Meeting Offices
  • Certified Financial Specialist

Meet our team

Valerie Phillips

San Ramon City Center Branch Manager

Whether it’s buying your first home, refinancing to lower your payment or tapping your equity for renovations, securing a mortgage can be an incredibly stressful and emotional process – but it doesn’t need to be. Bobby takes a holistic approach to mortgages, considering your unique circumstance, lifestyle and financial objectives to match you with the product best suited to you. With more than a decade of financial experience, Bobby is familiar with every phase of the mortgage process — from origination to fulfillment to underwriting. With a degree from the Marshall School of Business at the University of Southern California, Bobby regularly calls on his business background to decipher even the most complex personal economics. This positions him to deliver great results for members with custom-tailored home loan solutions and excellent service.

John Borbon

Financial Advisor

CUSO Financial Services, L.P.1

CA Insurance License: 0J14617

John Borbon builds life-long relationships with his clients in order to deliver a full-service customer experience — combining personal attention, financial planning, and retirement advice.

“I strive to help each of my clients plan for their financial future through comprehensive analysis with their goals in mind. My passion is for educating clients about investing and retirement planning and ultimately making a difference in their lives.”

John firmly believes each investor is unique, and investing is very personal. With the highest level of professional integrity, John recommends tailor-made strategies based on each client’s individual situation to help them reach their financial goals.

Hear stories from real Patelco members

My daughter and I opened an account with Patelco Credit Union on Clay Street (Oakland) earlier this week. I can't say enough about how well we were treated, and overall, what a wonderful experience it was...I highly recommend this Patelco branch and be sure to call for an appointment with Marika!

Lonna B.
My daughter and I opened an account with Patelco Credit Union on Clay Street (Oakland) earlier this week. I can’t say enough about how well we were treated, and overall, what a wonderful experience it was…I highly recommend this Patelco branch and be sure to call for an appointment with Marika!

I got a new 66-month car loan on my used vehicle, which had an original loan from Patelco. The entire process was completed in less than a day. From my first inquiry call, to signing the papers online... and now it's completely done, money transferred and paid off the original loan!

David-L
I got a new 66-month car loan on my used vehicle, which had an original loan from Patelco. The entire process was completed in less than a day. From my first inquiry call, to signing the papers online… and now it’s completely done, money transferred and paid off the original loan!

My family and I have all been members of Patelco Credit Union for years. I recently went through the process of obtaining a mortgage with Patelco. I had the pleasure of working with Paras Singh…pleasant and professional, and answered all my questions with clarity and patience. The loan department responded promptly and processed my loan quickly and smoothly. Thank you Patelco!

Judy F.
My family and I have all been members of Patelco Credit Union for years. I recently went through the process of obtaining a mortgage with Patelco. I had the pleasure of working with Paras Singh…pleasant and professional, and answered all my questions with clarity and patience. The loan department responded promptly and processed my loan […]

We just finished opening our second and third account here and couldn't be more pleased with the service. (They) let us know about which accounts would yield us a better rate for what we were going to use our funds for…Told us we could call if we needed any of the other things we talked about and was just so pleasant to deal with.  

Suzette W.
We just finished opening our second and third account here and couldn’t be more pleased with the service. (They) let us know about which accounts would yield us a better rate for what we were going to use our funds for…Told us we could call if we needed any of the other things we talked […]

After reading all the positive reviews, I had to come check this out for myself and see…I was amazed at how easy and simple the process was. They are not-for-profit and are member-driven and this feels like a real credit union that actually wants to help people. Their rates are also some of the lowest I was able to find!

Nelson P.
After reading all the positive reviews, I had to come check this out for myself and see…I was amazed at how easy and simple the process was. They are not-for-profit and are member-driven and this feels like a real credit union that actually wants to help people. Their rates are also some of the lowest […]

Patelco member Lonna B. smiles at the camera.
A portrait of Patelco member David L.
Patelco member Judy F. holds her small dog.
Suzette W., a Patelco member, smiles at the camera.
Nelson P., a young Patelco customer, looks out the window.

Featured Products at Patelco San Ramon City Center

Checking Accounts

Manage your everyday spending and access online banking tools that are tailored to you. Open a checking account today.

Savings & Certificates

Explore a range of savings and money market accounts. Start earning when you open a savings account.

Credit Cards & Personal Loans

Credit cards with everyday low rates and $0 balance transfer fees, and personal loans to pay off high interest debt or other expenses.

Auto Loans

Explore competitive rates on new or used car loans, and save on payments when you refinance your current auto loan.

Home Loans

Home loans for any need, with flexible lending options for new and existing homeowners. Refinance your existing mortgage to reduce payments or take cash out.

Investments & Financial Planning

Personalized strategies, tools and expertise to help you along your financial journey. Learn more about our investing and financial planning services.

1 Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA, SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Patelco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Check the backgrounds of our investment professionals on FINRA’s BrokerCheck.

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