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A No-cost Employee Assistance Program (EAP)

太阳集团平台 at Work

The #1 cause of employee stress at work is due to personal finances, resulting in distraction and loss of productivity.1 Additionally, 63% of employees say their financial stress has increased since the pandemic.2 That's why smart employers offer personal finances as part of their overall benefits program to help boost productivity and increase retention.

联络我们: PatelcoAtWork@Patelco.org 了解更多.

How Patelco Can Help

Unlike a traditional Employee Assistance Program (EAP), we take a holistic approach to financial wellness, by providing professional 1:1 counseling, 金融教育, and products and services with better rates and low to no-fees to help reduce money worries so your employees can live happier, fuller生活. 联系 our Partnership Team 了解更多 about how we make a financial wellness benefit simple and seamless to implement.

我们是谁

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 37 branches and growing

你可以期待什么?

Dedicated Partnership Manager

  • A single point of contact to support your program
  • On-site "太阳集团平台" booth sponsored by Patelco
  • Monthly newsletters, online banners and marketing collateral support

  • 免费的 教育 and Expert Advice
  • 免费的 1:1 Financial Counseling by 任命
  • Complimentary Financial Advisor3 服务 任命
  • 财务状况 在线研讨会

金融服务

  • 免费的 检查 account ($50 account opening bonus4) and payroll direct deposit
  • Health 储蓄 Account
  • Full range of financial products and services designed to improve financial health for your employees
  • 汽车matic rate deduction on loans for on-time payments
Support a healthier financial future.

Explore the products and services available for your employees.

和我们谈谈 Support a healthier financial future.

The Partnership Managers at Patelco are second to none when it comes to their level of knowledge and accessibility. They never missed a beat while transitioning from in-person to remote services.”

——加州公交公司的Erika

1 2017年美世. Inside Employees Minds 太阳集团平台 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 太阳集团平台 in the Workplace Report™. The Olson Group is a leading employee benefits consulting firm.

3 Non-deposit investment products and services are offered through CUSO 金融服务, 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 信贷 Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

4 To qualify for the $50 bonus, you must use the employer code provided to open a new checking account (minimum deposit of $100). The $50 reward will be credited to your savings account within 5 business days of the qualifying new account being opened. If you receive $600 or more in prizes from Patelco throughout the year, we’ll send you an IRS Form 1099.

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