Financial Services Representative I, Progressive Credit Union, Woodstock

Progressive Credit Union is currently accepting applications for the position of Financial Services Representative to provide high quality counter and telephone service to current and prospective members of the credit union.

The Position:

Reporting to the Branch Manager, Woodstock, the Financial Services Representative will be responsible for:

  • Promote and complete the sale for the full range of deposit and investment products
  • Identifying and pursuing opportunities within existing portfolio or through referrals
  • Interview loan and mortgage applicants, analyze financial information, assesses credit worthiness and make recommendations
  • Grant consumer loans and other loans such as lines of credit
  • Cross sell all credit union products
  • Solicit new members
  • Answer questions and assist members in making the most effective usage of product and service offerings
  • Assist and back-up other team members and complete other duties as assigned.

The Person:

The successful candidate will have successfully completed a High School diploma plus have up to two year’s related experience and/or training: or an equivalent combination of education and experience. The incumbent will also have:

  • Strong oral and written communication skills
  • Demonstrated proficiency in the use of Microsoft Office applications (Word, Excel)
  • Proven ability to interview, evaluate and make credit recommendations
  • Passion for member (customer) service
  • Strong time management skills

The successful candidate will demonstrate strong competencies in:

Adaptability to Change Conceptual Thinking
Customer Service Orientation Information Seeking
Listening, Understanding and Responding Initiative
Results Orientation Planning, Organizing and Co-ordinating
Teamwork and Co-operation Problem Solving and Judgement
Self Confidence Impact and Influence



This is a full-time position (37.5 hours per week).  Progressive Credit Union offers a competitive salary and benefits package.

Applications close on December 8th, 2014.

Interested candidates should forward their resume in confidence to:

Rhonda J. Calhoun             Email:
Chief Executive Officer
Progressive Credit Union
30 Hughes Street
Fredericton, NB E3A 2W3