Release 

Comments 

Release 1

This version first released with FNS Financial Services Training Package Version 1.0.

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Establish client needs

1.1 Identify clients who would benefit from mobile banking services

1.2 Analyse communication techniques for informing clients about mobile banking services

1.3 Develop contact procedures for clients

2. Develop promotional tools

2.1 Identify appropriate mobile banking service model

2.2 Analyse promotional concepts for mobile banking to individual clients

2.3 Identify or develop suitable promotional tools and techniques for mobile banking services

2.4 Produce documentation to assist in promotional activities consistent with organisational policy and standards

3. Introduce promotional tools and techniques to sales team

3.1 Provide team members with information on promoting mobile banking services

3.2 Address queries on techniques and tools to ensure team members are proficient in dealing with queries, in accordance with relevant standards and organisational policy and procedures

3.3 Complete documentation for agreements on providing mobile banking services to clients to appropriate standards as set out in quality control documentation

Skill 

Performance Criteria 

Description 

Reading

1.1, 1.2, 2.1, 2.2, 2.3, 2.4

• Accesses and analyses key features of information from a range of sources to address specific criteria and determine requirements

Writing

1.3, 2.3, 2.4, 3.1-3.3

• Prepares information and completes documentation using appropriate formats and structures for the audience and purpose
• Uses clear and concise language, incorporating correct spelling and grammar and avoiding industry jargon, to convey accurate information

Oral Communication

3.1, 3.2

• Participates in verbal exchanges of information using language, tone and pace appropriate to the audience and purpose
• Uses active listening and questioning to clearly convey information, elicit feedback and confirm understanding with a range of stakeholders

Numeracy

3.3

• Performs mathematical calculations to check data accuracy and consolidate financial information

Navigate the world of work

2.4, 3.2, 3.3

• Incorporate organisational policy, procedures and standards in all activities and documentation

Get the work done

1.1-1.3, 2.1-2.4, 3.1-3.3

• Sequences and schedules complex activities, monitors implementation and manages relevant communication
• Automatically implements standard procedures for routine decisions
• Develops ideas and products following analysis of complex information and data
• Uses a range of digitally based technologies and software packages, including spreadsheets, databases and the internet

Code and title  

current version 

Code and title 

previous version 

Comments 

Equivalence status 

FNSBNK404 Promote mobile banking services

FNSBNK404A Promote mobile banking services

Updated to meet Standards for Training Packages

Equivalent unit

Release 

Comments 

Release 1

This version first released with FNS Financial Services Training Package Version 1.0.