Concierge Services
Credit Union of Southern California offers Concierge Services to qualified Members who have at least $200,000 in total deposits.* This special benefit includes a dedicated personal banking representative to help you manage your accounts and deposits.
We’re ready to serve your needs
We value your Membership and the opportunity to provide you with personal banking assistance. The strength and depth of your relationship with Credit Union of Southern California (CU SoCal) earns you access to our personalized Concierge Services. It’s our way of showing our appreciation for your continued loyalty.
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
Aliena Lopez
Concierge Relationship Advisor
CA Insurance License #4220334
562.698.8326, Ext. 1524
Lilia Herrera
Concierge Relationship Advisor
CA Insurance License #4212460
562.698.8326, Ext. 1517
Janet Maldonado
Concierge Relationship Advisor
562.698.8326, Ext. 1859
Magda Rosales
Concierge Relationship Advisor
562.698.8326, Ext. 1528
Breanna Ramirez
Concierge Relationship Advisor
562.698.8326
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*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.
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