Assessor Resource
FNSBNK401A
Coordinate a small business customer portfolio
Assessment tool
Version 1.0
Issue Date: May 2024
This unit has application to job roles that involve direct customer contact representing an organisation in a range of banking and related sectors.
This unit describes the performance outcomes, skills and knowledge required to coordinate a portfolio of small business customers and build customer relationships and loyalty. The unit addresses communications, customer relationship management, problem solving and customer needs diagnosis.
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)