This qualification is designed to reflect job roles requiring specialist understanding of financial products and services working in banking, customer contact centre or retail financial services environments. Individuals in these roles apply specialist knowledge and skills to work autonomously and exercise judgement in completing routine and non-routine activities. The qualification allows for specialisation in sales and marketing, lending and mobile banking |
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Unit Name and National Code |
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Banking Services Module 1 |
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BSBWOR204 Use business technology |
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BSBWHS201 Contribute to health and safety of self and others |
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FNSINC401 Apply principles of professional practice to work in the financial services industry |
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Banking Services Module 2 |
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BSBCUS403 Implement customer service standards |
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BSBCUS301 Deliver and monitor a service to customers |
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FNSSAM401 Prospect for new clients |
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Banking Services Module 3 |
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FNSSAM401 Sell financial products and services |
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FNSSAM402 Implement a sales plan |
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Banking Services Module 4 |
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FNSCRD402 Establish and maintain appropriate security |
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FNSCRD401 Assess credit applications |
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FNSBNK402 Align banking products with the needs of small business customers |
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FNSINC402 Develop and maintain in-depth knowledge of products and services used by an organisation or sector |
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Banking Services Module 5 |
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FNSIAD301 Provide general advice on financial products and services |
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FNSASIC301 Establish client relationship and analyse needs |
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FNSASIC301 Develop, present and negotiate client solutions |
