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Education First Fcu Jobs (NOW HIRING)

Education First FCU

ITM Agent

Beaumont, TX · On-site

EDUCATION/CERTIFICATIONS/LICENSES High school degree or GED required. INTERPERSONAL SKILLS Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others ...

Education First FCU

ITM Agent

Beaumont, TX · On-site

EDUCATION/CERTIFICATIONS/LICENSES High school degree or GED required. INTERPERSONAL SKILLS Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others ...

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Education First Fcu information

What is Education First FCU?

Education First Federal Credit Union (FCU) is a member-owned financial cooperative that offers banking services such as savings accounts, loans, mortgages, and credit cards, primarily to educators and their families. As a credit union, it operates on a not-for-profit basis, returning earnings to members through lower fees and better rates. Membership is typically open to individuals who work in education or live in certain geographic areas. Education First FCU emphasizes personalized service and community involvement, aiming to help members achieve their financial goals.

What are the typical responsibilities of a Member Service Representative at Education First FCU?

As a Member Service Representative at Education First FCU, you will be responsible for assisting members with a variety of financial transactions, such as deposits, withdrawals, and loan payments. You'll also provide information about credit union products and services, help resolve account issues, and ensure an excellent member experience. Collaboration with other team members is common, especially when referring complex inquiries to specialized departments or working together to meet branch goals. Attention to detail and strong communication skills are essential to succeed in this dynamic and member-focused environment.

What are the key skills and qualifications needed to thrive as a credit union employee at Education First FCU, and why are they important?

To thrive as a Credit Union Employee at Education First FCU, you need strong financial knowledge, attention to detail, and experience in banking or customer service, often supported by a high school diploma or relevant degree. Familiarity with banking software, cash handling systems, and regulatory compliance tools is commonly required. Outstanding communication, problem-solving skills, and a customer-focused attitude help employees excel in this environment. These competencies ensure accurate financial transactions, regulatory adherence, and high member satisfaction, which are critical for the credit union's success.

What is the difference between Education First Fcu vs Financial Services Representative?

AspectEducation First FcuFinancial Services Representative
CredentialsMembership eligibility, basic financial knowledgeFinancial licenses (e.g., Series 6/7), customer service skills
Work EnvironmentCredit union branch, community-focusedBank branches, financial institutions, call centers
Employer & IndustryCredit unions, financial servicesBanks, financial service firms

Education First Fcu primarily serves members of a credit union, focusing on community banking and member services. In contrast, a Financial Services Representative works in banks or financial institutions, offering a broader range of financial products and services. While both roles involve customer interaction and financial knowledge, the certifications and work environments differ. Understanding these distinctions helps job seekers identify the right career path in the financial industry.

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What states have the most Education First Fcu jobs?

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What job categories do people searching Education First Fcu jobs look for?

The top searched job categories for Education First Fcu jobs are:

Education First Fcu jobs near you
Infographic showing various Education First Fcu job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

ITM Agent

Education First FCU

Beaumont, TX • On-site

Full-time

Re-posted 7 days ago

Job description

Job Summary
Responsible for accurately processing financial transactions and being an effective source of information for
our members through many channels. Interacts with members through the various digital and remote channels
such as interactive teller machine (ITM), chat, email, secure messaging or other digital platforms. Provides
friendly, professional, confidential and effective assistance to member and company associates assuring a
positive experience and minimizing wait time. This position also focuses on the following:
Responsibilities and Duties
  • Professionally respond to and resolve inquiries to incoming requests through interactive teller machine (ITM), email, chat, secure messaging, text, or other digital platforms. Utilizes advanced problem solving and decision-making skills. Promptly, accurately, and efficiently assist with monetary transactions, account inquiries, research, maintenance, disputes, and non-monetary transactions. Ensure proper identification is presented for appropriate transactions. Maintain a high degree of member confidentiality and manage risk appropriately. Supports Credit Union growth by recognizing opportunities to promote Credit Union products and services to meet members' needs, and takes ownership over issues within your authority for online service channels such as remote deposit capture, ATM deposits, mobile banking and bill pay.
  • Operate in an organized, detail-oriented fashion performing operational tasks while responding promptly to member inquiries and requests demonstrating accuracy and commitment to the member base. Able to quickly pivot from one task to another and handle multiple incoming requests, meeting established service level agreements. Work across a broad range of platforms with ease, including but not limited to chat, ticketing software, teller software, Teams, etc. Completes required teller reports and end of shift work.
  • Listens and responds to members situations or complaints utilizing credit union service skills; offers solutions and if unable to resolve guides members to the appropriate staff or management for assistance. Maintains a thorough knowledge of the features and benefits of all Credit Union products and services to deepen member relationships. Identifies and recommends products /services best suited for potential and existing members and refers to appropriate staff.
  • Completes all required quarterly /annual product knowledge exams and mandatory trainings. Participates in all meetings and sales & service development activities.
  • Create and maintain a clean, neat, pleasant work environment by maintaining a professional look (i.e dress, posture, attitudes, etc) positive outlook and behavior toward members and co-workers.
  • Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control.
  • Other duties as assigned.

Qualifications and Skills
EXPERIENCE
Up to six months of similar or related experience including time spent in preparatory positions.
EDUCATION/CERTIFICATIONS/LICENSES
High school degree or GED required.
INTERPERSONAL SKILLS
Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others
inside and/or outside the organization, generally regarding routine matters for purposes of giving and
obtaining information, as well as advising or referring, which commonly require shorter discussions.

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