Welcome Concierge Members!

Our exclusive Concierge Services* are provided free to qualified Members at Credit Union of Southern California (CU SoCal). To submit a request for assistance from a Concierge Relationship Advisor, simply use the form below and select a topic from the drop down menu. Your request will be sent directly to our Concierge Team who will contact you as soon as possible to complete your request.
 
We value your Membership and the opportunity to provide you with personal banking assistance. Please let us know how we can help or to learn more about your Concierge benefits and services.

Concierge Members receive these exclusive benefits:

  • Personal banking assistance from a Concierge Relationship Advisor, who will help you achieve your financial goals.
  • A Relationship Advisor who can conveniently complete personal banking transactions, without you needing to visit a branch.
  • Personalized share certificate rate options to maximize your deposit growth at CU SoCal.
  • Monitoring your federal share insurance coverage to ensure your funds fully protected.
  • Complimentary financial planning from SoCal Wealth Management.

Meet Our Concierge Team

Lilia Herrera



Concierge Relationship Advisor
562.698.8326, Ext. 1517
LHerrera@CUSoCal.org
 

Aliena Lopez



Concierge Relationship Advisor
562.698.8326, Ext. 1524
ALopez@CUSoCal.org
 

Janet Maldonado



Concierge Relationship Advisor
562.698.8326, Ext. 1859
JMaldonado@CUSoCal.org
 

Magda Rosales



Concierge Relationship Advisor
562.698.8326, Ext. 1528
MRosales@CUSoCal.org
 

Products

Rewards Checking

  • CU SoCal Dream Points earned with qualifying debit card purchases.2
  • Visa® Debit Card & access to 30,000+ free ATMs through the CO-OP Network.
  • Apple Pay™ ready.
  • Mobile check deposit.
  • Entitlement to credit monitoring by three major credit bureaus.
  • Full-service identity theft restoration with a personal privacy advocate.3
  • Up to $25,000 identity theft expense reimbursement.3,4
  • Convenient online and mobile services.
  • Overdraft protection.
  • No minimum balance requirements.
  • $5 monthly fee.

Classic Checking

  • No minimum opening balance requirement.
  • No minimum balance requirement.
  • Visa® Debit Card & access to 30,000+ free ATMs through the CO-OP Network.
  • Apple Pay™ ready.
  • Free online and mobile services including mobile check deposit, mobile bill pay, and mobile debit card controls.
  • Overdraft protection.
  • Free with eStatements.

Savings Accounts

  • We offer passbook savings, Certificates, Money Market, and IRA savings.
  • Get up to 10 separate accounts for each of your savings goals.
  • Dividends earned with a minimum daily balance of $500.
  • Automatic deposits and transfers.
  • Optional free debit card for convenient ATM access worldwide.
  • Can serve as overdraft protection for your checking account.
  • We offer savings-secured credit cards and personal loans.
  • Full access through the branches, ATM, online and by phone.

Auto Loans

  • Up to 120% financing for new and used vehicles.2
  • Rates as low as 3.19% APR.1
  • Quick pre-approvals.
  • Extended terms up to 84 months for the lowest possible monthly payment.
  • A personal auto-buying concierge service.
  • Low-cost loan protection add-ons.
  • No application or funding fees.

Home Loans

  • Down payments as low as 3%.1
  • Fast pre-approval.2
  • Competitive rates starting at 2.990%/3.514% APR.3
  • Financing up to $1.5 million.
  • Flexible terms of 10-, 15-, 20-, and 30-years.
  • Fast financing
  • Professional guidance
  • Low, flat lender fee of $9954
  • Realtor rebates5
Our professional and friendly mortgage specialists are available to help every step of the way—even after hours and on weekends. Call us at 800.698.7196, email us at HomeLoans@CUSoCal.org, or request a callback and we'll reach out to you.

*Existing CU SoCal Members are eligible for Concierge benefits by achieving a 90-day average balance of $200,000 in share deposits.  Members who become eligible for benefits are enrolled at the start of the next quarter. New Members who establish their accounts with a combined $200,000 in share deposits the same month the Membership is established are also eligible for Concierge benefits.  These Members are enrolled the month after becoming eligible for benefits. Offer subject to change without notice.

Help + Support

 

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Building Better Lives

Credit Union of Southern California (CU SoCal) is a leading financial institution empowering those who live, work, worship, or attend school in Orange County, Los Angeles County, Riverside County, and San Bernardino County to reach their goals and build strong financial futures. CU SoCal provides access to convenient money management services and offers competitive rates and flexible terms on auto loans, mortgages, and VISA credit cards—turning wishing and waiting into achieving and doing.

 

562.698.8326 | 866 CU SoCal Se Habla Español

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