Modification History
Release |
Comments |
Release 2 |
This version released with FNS10 Financial Services Training Package version 5.0. Updated imported units: Qualification outcomes remain unchanged. |
Release 1 |
This Qualification first released with FNS10 Financial Services Training Package version 2.0. Replaced BSBOHS303B Contribute to OHS hazard identification and risk assessment with BSBOHS201A Participate in OHS processes. This is considered a more appropriate unit for this qualification. Replaces FNS41210 Certificate IV in Mobile Banking. |
Description
This qualification is designed to reflect job roles requiring advanced understanding of financial products and services and working in customer contact or retail financial service mobile banking environments.
Pathways Information
Pathways from the qualification
The primary pathway from this qualification is employment in the mobile banking services noted above with typical job roles such as:
- customer service consultant
- lending consultant
- lending officer
- senior sales consultant
A further learning pathway utilising qualifications such as Diploma of Banking Services Management would support career progression.
Licensing/Regulatory Information
There is no direct link between this qualification and licensing, legislative and/or regulatory requirements. However, where required, a unit of competency will specify relevant licensing, legislative and/or regulatory requirements that impact on the unit.
Entry Requirements
Not applicable.
Employability Skills Summary
The following table contains a summary of the employability skills required by industry for this qualification. The employability skills facets described here are broad industry requirements that may vary depending on qualification packaging options.
Employability Skill |
Industry/enterprise requirements for this qualification include: |
Communication |
|
Teamwork |
|
Problem solving |
|
Initiative and enterprise |
|
Planning and organising |
|
Self-management |
|
Learning |
|
Technology |
|
Packaging Rules
13 units must be achieved:
8 core units
plus 5 elective units .
2 elective units must be selected from Group A .
1 elective unit may be selected from Group A, B or from a Financial Services Training Package Certificate IV qualification.
The remaining 2 elective units may be selected from the elective units listed, any endorsed Training Package or accredited course. Elective units may be selected from a Certificate IV or Diploma qualification; 1 elective unit may be chosen from a Certificate III qualification..
Elective units must be relevant to the work outcome, local industry requirements and the qualification level.
Core units of competency:
- FNSINC401A Apply principles of professional practice to work in the financial services industry
- FNSINC402A Develop and maintain in-depth knowledge of products and services used by an organisation or sector
- FNSBNK404A Promote mobile banking services
- FNSBNK405A Provide mobile banking sales and service
- FNSBNK406A Manage customer visits
- BSBCUS403B Implement customer service standards
- BSBOHS201A Participate in OHS processes
- BSBWOR204A Use business technology
Elective units of competency:
Group A
- FNSCRD401A Assess credit applications
- FNSCRD402A Establish and maintain appropriate securitisation
- FNSCRD503A Promote understanding of the role and effective use of consumer credit
- FNSSAM401A Sell financial products and services
- FNSSAM402A Implement a sales plan
- FNSSAM403A Prospect for new clients
Group B (General)
- FNSCRD401A Assess credit applications
- FNSCRD402A Establish and maintain appropriate securitisation
- FNSCRD503A Promote understanding of the role and effective use of consumer credit
- FNSFLT501A Assist customers to budget and manage own finances
- BSBCUS301B Deliver and monitor a service to customers