This qualification is designed to reflect a range of the job roles with team and business result responsibilities in banking or other deposit taking institutions' customer contact centres or retail and/or commercial financial services environments. Individuals in these roles have autonomy in performing technical operations, apply solutions to a range of often complex problems, and research, analyse and evaluate information from a variety of sources. They apply initiative to plan, coordinate and evaluate their own work and provide guidance to others.

Unit Name and National Code

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Banking Services Management Module 1

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FNSINC401 Apply principles of professional practice to work in the financial services industry

FNSCUS501 Develop and nurture relationships with clients, other professionals and third party referrers

Banking Services Management Module 2

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FNSCRD402 Establish and maintain appropriate security

FNSCRD401 Assess credit applications

FNSCRD503 Promote understanding of the role and effective use of consumer credit

Banking Services Management Module 3

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BSBSLS502 Lead and manage a sales team

FNSSAM501 Apply advanced selling techniques to selling of financial products and services

FNSCUS504 Manage premium customer relationships

Banking Services Management Module 4

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BSBMGT502 Manage people performance

BSBSMB405 Monitor and manage small business operations

BSBINM401 Implement workplace information system

Banking Services Management Module 5

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FNSBNK501 Manage banking and service strategy for small business customers

FNSBNK402 Align banking products with the needs of small business customers