Who We Are

UNCLE Credit Union proudly serves over 31,000 members with offices in Pleasanton, Livermore, Tracy and Stockton. We are pleased to offer the benefits of credit union membership to anyone who lives, works, worships or attends school in Alameda, Contra Costa, San Joaquin and Stanislaus County.

Established in 1957, UNCLE Credit Union is a $625 million, full service financial institution. We’re known for our community involvement and for offering exceptional and friendly service. And unlike banks who must answer to their stockholders, we’re a not-for-profit cooperative organized by our members, for our members.

Voted Best Credit Union in the East Bay and in San Joaquin County, UNCLE is built on the motto, “People Helping People”. UNCLE Credit Union is a proud sponsor of a variety of local organizations and non-profits including the Livermore Valley Performing Arts Center, Livermore Lab Foundation and other local chambers of commerce.

Our Employees

Our Executive Team works hard to nurture employee satisfaction, which is one of our core values and a key component to our success. We offer competitive salaries, an employee bonus program, and great benefits package including life insurance, a 401(k) plan with matching up to 4% and a Cash Defined Benefit Plan. 

In addition to a great reward and recognition program, our organization prides itself in putting on fun, family-oriented Employee Appreciation Dinners, Summer Picnics and enjoyable team-building activities.

Banking

Credit

UNCLE Credit Union

Harold Roundtree

Jodi Schaff

Tony Bezek

Tona McFall

Serena Rhoton

Sandy Mann

Michelle Fleury Freeman

Maryan Nader

Lauren Alvarez

Travis Anway

Ariana Balch

Dree Johnson

April Ingram Sphr, Scp

Terry Bishop

Blair Conner

James Fisher

Natalia Custodio

The Finance and Compliance team at UNCLE Credit Union is responsible for ensuring financial integrity and regulatory adherence across all operations. This team oversees budgeting, financial reporting, and auditing processes while also managing compliance with federal and state regulations. By closely monitoring financial risks and enacting sound operational practices, they contribute to the credit union's mission of serving its members with transparency and accountability.

Finance and Compliance

Leadership Team

Human Resources and Administration

Finance and Compliance

About

Team members

Other teams at UNCLE Credit Union

Leadership Team

Human Resources and Administration